Paul's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 3 )
Pensions ( 70 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 36 )
Investments and Savings ( 73 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 11 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 15 )
Financial Planning ( 35 )
Financial Mentoring ( 8 )
Financial Coaching ( 4 )
( 2 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 12 )
£100k - £200k ( 11 )
Up to £50k ( 9 )
£50k - 100k ( 13 )
Review
by a verified client in Lincolnshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance
How has Paul Boutle helped you?
Strong, sound advice which I trust and which has proven to be just that
Have you seen the outcome you were hoping for?
Absolute
What could they have done better?
Nothing
Paul:
Always a pleasure to help you on your journey.Repeat review
by a verified client in Lincolnshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Paul Boutle helped you since your last review?
Its always reassuring to go through any concerns I have with my finances with Paul and get straight forward information that I can understand
Paul:
Thanks for those comments and always glad to be able to help you however I can.Repeat review
by a verified client in Lincolnshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Paul Boutle helped you since your last review?
Always helpful, willing to help and on the ball
Paul:
Thanks for the feedback and glad to be of help as always.Repeat review
by a verified client in Lincolnshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Paul Boutle helped you since your last review?
The same as he's always done. See previous review comments.
Paul:
Thanks for the feedback and as always it is much appreciated.Repeat review
by a verified client in Lincolnshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Paul Boutle helped you since your last review?
Paul has looked after our finances since we retired nine years ago and has reviewed them with us annually. I have known Paul for many years and worked along side him and he knows us and our family well. We both worked in banking and so I have a limited knowledge of finances but am amazed at the depth of Paul’s knowledge and how he keeps up to date and keeps us up to date too. We have followed his advice and gained from it over the last nine years, we have see ups and downs but Paul has helped us to grow our finances and enjoy a comfortable retirement. I would have no hesitation in recommending him personally and professionally and we hope to continue this relationship for many years to come. Just make sure you have green tea and honey n ( but will drink black tea too). Thank you Paul.
Paul:
Thanks for those lovely comments and you know it's my pleasure to have been able to help you both and long may it continue.