Paul Chidley

Review from verified client

July, 2024

What were the circumstances that caused you to initially look for an adviser?

Start a pension after becoming self employed

How has Paul Chidley helped you?

Set up a pension, kept me updates and amalgamated existing pensions into one

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

July, 2024

What were the circumstances that caused you to initially look for an adviser?

Paul has been our financial advisor for over 20 years

How has Paul Chidley helped you?

Paul had arranged our mortgage and more recently our 3 children’s mortgages

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

July, 2024

What were the circumstances that caused you to initially look for an adviser?

Retirement and a bereavement

How has Paul Chidley helped you?

Helped me work out how to best invest my retirement lump sum

Have you seen the outcome you were hoping for?

Yes

Review from verified client

July, 2024

What were the circumstances that caused you to initially look for an adviser?

Tax free pension and mortgage review

How has Paul Chidley helped you?

Pension and mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None

Review from verified client

July, 2024

What were the circumstances that caused you to initially look for an adviser?

Needed help to check if my old pension was any good and find me a new one that is.

How has Paul Chidley helped you?

Found me a new and better pension.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Top job

Review from verified client

July, 2024

What were the circumstances that caused you to initially look for an adviser?

Had money to invest, needed the most tax efficient way, with the maximum growth.

How has Paul Chidley helped you?

Paul looked at all my finances and guided me through the right options for my circumstances.

Have you seen the outcome you were hoping for?

I believe the investments made are correct, but time will tell how well they will perform.

What could they have done better?

More than happy with every aspect.

Review from verified client

May, 2024

What were the circumstances that caused you to initially look for an adviser?

Pension advice.

How has Paul Chidley helped you?

Pension transfer and ivestment

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing I am aware of.

Review from verified client

May, 2024

What were the circumstances that caused you to initially look for an adviser?

To sort out my pension

How has Paul Chidley helped you?

With my pension

Have you seen the outcome you were hoping for?

Yes very good

What could they have done better?

Nothing his advice was excellent

Review from verified client

May, 2024

What were the circumstances that caused you to initially look for an adviser?

Looking to pit all pensions together

How has Paul Chidley helped you?

Put all pensions together to help me

Have you seen the outcome you were hoping for?

Yes brilliant service

What could they have done better?

Nothing, kept us up to date every step of the way

Review from verified client

May, 2024

What were the circumstances that caused you to initially look for an adviser?

Pensions due to mature

How has Paul Chidley helped you?

arranged to place all pensions in one pot and place into investments

Have you seen the outcome you were hoping for?

not seen anything yet as the schemes have only recently started

What could they have done better?

don't know yet

Review from verified client

May, 2024

What were the circumstances that caused you to initially look for an adviser?

Mortgage

How has Paul Chidley helped you?

Financial Planning and advice

Have you seen the outcome you were hoping for?

Depends on the markets

What could they have done better?

Nothing that I'm aware of

Review from verified client

May, 2024

What were the circumstances that caused you to initially look for an adviser?

Retirement planning

How has Paul Chidley helped you?

Paul listened to my circumstances and aspirations and has helped me to realise a portfolio for retirement. He is very responsive to my questions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Review from verified client

May, 2024

What were the circumstances that caused you to initially look for an adviser?

Retired early due to health, so needed help to sort out pensions

How has Paul Chidley helped you?

Sorted it all out, with no hassle and kept me informed every step of the way

Have you seen the outcome you were hoping for?

Yes, plan in place for my future

What could they have done better?

Nothing, explained everything really clearly and we have a great plan in place

Review from verified client

May, 2024

What were the circumstances that caused you to initially look for an adviser?

Pension funds

How has Paul Chidley helped you?

He helped me in explaining everything financially to me very clearly

Have you seen the outcome you were hoping for?

Yes I have very much

What could they have done better?

Nothing every thing was explained to me well

Review from verified client

May, 2024

What were the circumstances that caused you to initially look for an adviser?

I have dealt with Paul before and he has very good knowledge of the products he's selling.

How has Paul Chidley helped you?

Pensions and investments.

Have you seen the outcome you were hoping for?

Early stages.

What could they have done better?

Nothing.

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

Advice from accountant

How has Paul Chidley helped you?

Setting up pension

Have you seen the outcome you were hoping for?

Too early

What could they have done better?

NA

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

To make sense of my dad's (who is sadly suffering from Alzheimer's) finances and to understand options available to us to fund his long term care.

How has Paul Chidley helped you?

Paul has a very friendly, engaging professional approach. He took the time to understand our needs and provided solutions (along with pros and cons) to our requests. He was quick to reply to any queries we had.

Have you seen the outcome you were hoping for?

Yes, with Paul's guidance we are confident that we have made the right decision.

What could they have done better?

Nothing

Review from verified client

February, 2024

What were the circumstances that caused you to initially look for an adviser?

Recommend

How has Paul Chidley helped you?

Been very Helpfull

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothen

Review from verified client

February, 2024

What were the circumstances that caused you to initially look for an adviser?

Needed help with pension advice

How has Paul Chidley helped you?

By explaining all my opinions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing as far as I’m concerned

Review from verified client

February, 2024

What were the circumstances that caused you to initially look for an adviser?

We sold a business and needed to invest a lump sum for our future

How has Paul Chidley helped you?

With fully explaining, what I knew a little about

Have you seen the outcome you were hoping for?

Shoots are starting, so hopefully they will bare fruit

What could they have done better?

Nothing comes to mind at present.

First impression from a user who is not yet a client

February, 2024

Please provide a brief comment about your experience with Paul

He was very helpful and extremely knowledgeable regarding my pension

Review from verified client

January, 2024

What were the circumstances that caused you to initially look for an adviser?

Change of Pension policy

How has Paul Chidley helped you?

Switched my pension plan

Have you seen the outcome you were hoping for?

Yes absolutely

What could they have done better?

Nothing

Review from verified client

January, 2024

What were the circumstances that caused you to initially look for an adviser?

I required advice as to how best to release 25% of my pension plan when I turned 60 years pld.

How has Paul Chidley helped you?

Paul's advice and knowledge has been extremely valuable.

Have you seen the outcome you were hoping for?

Not yet as Xmas shut down has delayed my money being released.

What could they have done better?

Nothing.

Review from verified client

January, 2024

What were the circumstances that caused you to initially look for an adviser?

I wanted to take out a new pension plan

How has Paul Chidley helped you?

When I approached Paul, I knew little about pensions and had 2 small ones. He helped me transfer those and decide how much to begin investing and with which company moving forward. I found the information he gave me very helpful, enabling me to decide how careful I wanted to be re risk. I then needed advice for my children re inheritance and Paul gave them several options which they found helpful. He has also helped me in taking out a new life insurance.

Have you seen the outcome you were hoping for?

It is only 2 years since I started the pension plan so I am not yet in a position to talk about long term financial benefits.

What could they have done better?

I don't think Paul could have done anything better. He is knowledgeable, helpful, kind and respectful. He has helped me learn what I need to know.

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

I needed advice on a final salary pension .. and help in consolidating my smaller pensions

How has Paul Chidley helped you?

Great advice on faunal salary pension and has also consolidated all smaller pensions

Have you seen the outcome you were hoping for?

Yes, Paul’s advice and assistance have been excellent

What could they have done better?

Nothing .. everything I asked of Paul has been sorted

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Retirement - and the need for help with moving to drawdown Renewal of buy-to-let mortgage

How has Paul Chidley helped you?

Advice of moving to a drawdown provider Speedy application to access cash lump sum

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

We wanted some guidance regarding equity release

How has Paul Chidley helped you?

Paul's help was invaluable as our circumstances were not straightforward

Have you seen the outcome you were hoping for?

Our application is currently being processed

What could they have done better?

Nothing, very pleased

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Purchase of neighbouring land

How has Paul Chidley helped you?

Arranging finance for the above purchase

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing excellant service

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

I had been self-employed, health issues meant I had retired early. I had a couple of small pensions from previous employments, plus accumulated a pension pot whilst self-employed and wanted advice on when to take the occupational pensions how to best use the fund to provide a retirement income for my wife and myself

How has Paul Chidley helped you?

Paul provided the various options in a simple, concise and most importantly, easy to understand manner, making the final decisions we made more simple for us.

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

I was completely satisfied with the whole process

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Consolidating my pension schemes.

How has Paul Chidley helped you?

Provided clear information on how I could consolidate my number of pension schemes and has supported me in performing this consolidation.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

From my experience, there is currently nothing that I think could have been done better.

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

I had a substantial inheritance and a friend recommended Paul. Best days work!!

How has Paul Chidley helped you?

In all financial aspects of my life..

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can't find anything that could have been done better..

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

Pension

How is Paul helping you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they be doing better?

Make a coffee

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

To consolidate various work place pensions

How has Paul Chidley helped you?

Paul has guided me through the process, enabling me to choose the best option for me.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Absolutely delighted with service received.

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

Pension from a Divorce settlement

How has Paul Chidley helped you?

Advice on a subject that I knew very little about

Have you seen the outcome you were hoping for?

Too early to say

What could they have done better?

On this occasion nothing. Paul obliging and knowledgeable

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

to arrange a mortgage

How has Paul Chidley helped you?

good service - will aways return calls in ta timely maner.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

n\a

Review from verified client

September, 2023

What were the circumstances that caused you to initially look for an adviser?

Change in overall circumstances

How is Paul helping you?

Overall advise, preparing pensions for retirement and the future.

Have you seen the outcome you were hoping for?

Too soon to say, but I am confident I will.

What could they be doing better?

Nothing

Review from verified client

September, 2023

What were the circumstances that caused you to initially look for an adviser?

A change in my career which meant that I needed pension advice

How has Paul Chidley helped you?

He has consolidated 2 old frozen pension schemes in to one new policy

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

September, 2023

What were the circumstances that caused you to initially look for an adviser?

Pension

How has Paul Chidley helped you?

Financially

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

September, 2023

What were the circumstances that caused you to initially look for an adviser?

Low Interest rates

How has Paul Chidley helped you?

His advice confirmed What I thought

Have you seen the outcome you were hoping for?

Too early to tell

What could they have done better?

Nothing really

Review from verified client

September, 2023

What were the circumstances that caused you to initially look for an adviser?

Mortgage

How has Paul Chidley helped you?

Given us confidence in savings and investment management

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure

Review from verified client

June, 2023

What were the circumstances that caused you to initially look for an adviser?

Pension after recently becoming self employed

How has Paul Chidley helped you?

Set up a pension plan for me, assisting with transferring existing pensions so all in one plan. Explaining pensions, allowances and forecasts.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Don't believe he could have

Review from verified client

June, 2023

What were the circumstances that caused you to initially look for an adviser?

Looking to invest some money

How has Paul Chidley helped you?

Help & guidance for the best way to invest my money.

Have you seen the outcome you were hoping for?

Early days

Review from verified client

June, 2023

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Paul Chidley helped you?

Investing part of a small pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing all was good

Review from verified client

June, 2023

What were the circumstances that caused you to initially look for an adviser?

Money lost on investments

How has Paul Chidley helped you?

Took over our investments

Have you seen the outcome you were hoping for?

More confident now

Review from verified client

June, 2023

What were the circumstances that caused you to initially look for an adviser?

I had 2 pensions that I needed advice on.

How has Paul Chidley helped you?

Paul was very thorough in going through all the different options available to me. He hi-lighted benefits as well as less favourable reasons for the various options available and answered all my questions throughout.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

June, 2023

What were the circumstances that caused you to initially look for an adviser?

Managing Drawdown pensions and investments including Stocks and Shares ISAs

How has Paul Chidley helped you?

Getting out of commercial property before market collapse, Ensuring fund performance reviewed dispassionately with all proposal for change well thought through. Annual review includes discussion of the impact of macroeconomic changes on the portfolio valuation in both in the review period and for 12 months ahead helps keep short term fluctuations in values in perspective.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Occasionally it is clear that review preparation has been completed under time pressure - all base data has been correct but some summary spreadsheets have had errors.

Review from verified client

June, 2023

What were the circumstances that caused you to initially look for an adviser?

Have previously used Paul for pension advice

How has Paul Chidley helped you?

Explained how I could take my pensions as they were both different

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Give a very brief print out of options and amounts with out any jargon

Review from verified client

June, 2023

What were the circumstances that caused you to initially look for an adviser?

Need for a pension

How has Paul Chidley helped you?

Guidance on what us available

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

June, 2023

What were the circumstances that caused you to initially look for an adviser?

Dissatisfied with previous provider.

How has Paul Chidley helped you?

Been very helpful with my pension choices.

Have you seen the outcome you were hoping for?

Early days yet.