Paul's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 11 )
Pensions ( 50 )
Retirement income (annuities, drawdown) ( 30 )
Investments and Savings ( 29 )
Pension Transfers - Non Specialist ( 21 )
Inheritance Planning ( 1 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 11 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
( 2 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 13 )
£100k - £200k ( 6 )
£50k - 100k ( 8 )
Up to £50k ( 18 )
Review
by a verified client in Cornwall
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension management
How has Paul Chidley helped you?
Putting everything in to layman’s terms, so I could easily understand my pension plan
Have you seen the outcome you were hoping for?
Yes very much so
What could they have done better?
No, I’m more than happy with the professional service I received
Review
by a verified client in Cornwall
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investing some money and arranging some pensions for us.
How has Paul Chidley helped you?
Paul has taken on our requests for help and advice (sometimes with a short time frame) and always completed the tasks in a timely manner and we couldn't be happier with his service.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Cornwall
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Taking early retirement, to check options for retirement income.
How has Paul Chidley helped you?
Checked options available for me and went through them all including possible pitfalls or advantages which has enabled me to make the best choice for my personal circumstances. This was delivered in a way I could understand.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
At this stage, I cannot think of anything that could have been done better.
Review
by a verified client in Cornwall
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Paul Chidley helped you?
Organised pensions and drawdowns
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Cornwall
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to transfer myself and partners pensions
How has Paul Chidley helped you?
Provided pensions advise, transferred seamlessly given the experience in pensions advise I then took out Shares ISA with Paul's advise..
Have you seen the outcome you were hoping for?
investing for long term - but short term (last 6 months) already much better experience and results
What could they have done better?
fortold the future and the stock market crash under Trump maths??