Paul Urmston

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

dissatisfaction with previous advisor

How has Paul Urmston helped you?

clear guidance given with rationale for suggested changes

Have you seen the outcome you were hoping for?

So far so good

What could they have done better?

None at thi stime

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

Always had one

How has Paul Urmston helped you?

Very helpful

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Told Mr Trump to calm down

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

I need some help and advice in setting up a private pension

How has Paul Urmston helped you?

Paul has provided not only financial advice but also a lot of explanation and help with the different matters, not only with the initial set-up but also each meeting since.

Have you seen the outcome you were hoping for?

Yes, I now have protection for my business if anything should happen to me and a plan for my retirement

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

Selling our property and wanting to purchase a bigger property but not knowing what we can actually afford. We have always made mortgage decisions on our on and we have not always made the right decision.

How has Paul Urmston helped you?

He has helped us understand our finances and even given advice about store cards. He helped us find a mortgage.

Have you seen the outcome you were hoping for?

Yes.

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

We initially had a lump sum to invest

How has Paul Urmston helped you?

He has guided us the best way forward since we retired

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Do nit really know in these hard economic times