Paula Lawson

Please provide a brief comment about your experience with Paula

Paula has provided a professional. friendly and beneficial service.

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

Following a recent divorce I found myself at a loss as to my financial situation, especially the health of my pension portfolio.

How has Paula Lawson helped you?

After reviewing a few pension and financial advisers I found online I was fortunate to choose Paula Lawson. Paula has been very helpful in reviewing my pension and retirement goals. Her understanding of my current providers and her recommendations for an alternative provider have eased any concerns I had regarding my future pension plans..

Have you seen the outcome you were hoping for?

Paula Lawson offered several alternatives to my current providers, clearly explaining the pros and cons to each provider. Once I chose a new provider she reviewed and contacted my current pension providers, made all the necessary arrangements and completed the relevant paperwork with each of them. All the while making sure I was kept informed of the details and forwarding the relevant documents for me to keep. The whole process from start to finish was a breeze.

Please provide a brief comment about your experience with Paula

Paula has been a polite, cheerful and trustworthy advisor who has allowed me to simplify my savings.

Please provide a brief comment about your experience with Paula

Paul was a great help from start to finish. She did an excellent job, and was very friendly and professional throughout the process. I have received a number of helpful tips about how to better my financial situation both in the short and long term. She provided a good overview of different avenues to take that will help me to hit my targets.

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

I had an annuity that had matured and I needed to exchange it for a regular income.

How has Paula Lawson helped you?

Advice and guidance on all aspects of choosing and then purchasing the right annuity according to my circumstances.

Have you seen the outcome you were hoping for?

Definitely - my expectations on the outcome were exceeded.

What could they have done better?

I'm very happy with the process and outcome - there's nothing that could have been done to improve on this.