Paul Eason

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

Looking for pension advice

How has Paul Eason helped you?

Provided a range of options for me to consider with my existing pensions, pros and cons.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Moving a pension onshore

How has Paul Eason helped you?

Paul and the team diligently followed up with a tardy offshore group to bring my QROPS back into the UK

Have you seen the outcome you were hoping for?

Yes

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

Upon retirement I needed advice regarding where to invest my lump sum payment & to maintain the investment to achieve the best results. Also I needed advice on how to access my tax free lump sum, which was handled professionally by Paul & his team.

How has Paul Eason helped you?

He has regularly monitored the performance of my investment & kept it in a healthy condition. He has & still is, being very helpful with a crypto platform that I recently got myself involved with, which turned out to be a scam. His input & advice has been helpful & reassuring through this stressful time.

Have you seen the outcome you were hoping for?

With regard to my pension investment platform, very happy with the way it is performing.

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

My wife and I had been using another financial advisor in the Bournemouth, where we had been living, and his advice was not that good. In the meantime we had moved to Northamptonshire and were looking for an IFA who was more local to where we were living. A friend recommended Paul, so we met him and were very impressed by his knowledge of the investments that we had and the markets that we were interested in. Paul is very personable and we immediately warmed to him, so we asked him to manage our investment portfolio.

How has Paul Eason helped you?

Paul has advised us regarding the investment strategy for our pension funds and other investments, specifically bonds, and where to re-invest when the bonds have been maturing.

Have you seen the outcome you were hoping for?

Yes, absolutely, especially in regard to the performance of our respective pension funds.

What could they have done better?

Nothing, we are extremely satisfied with the performance of our investments and also the response time of Paul and his team at RMI.

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

I had multiple different company pensions that I had accumulated over the years. I needed expert advice as to how to make sure all of these were traced and then processed / consolidated / invested in the best way to maximise returns and minimise tax.

How has Paul Eason helped you?

Paul and his team spent many months tracking down funds including some from 30 years ago, then provided excellent advice as to how these should be invested. He is still giving us advice on my pension as well as my wife's and some inheritance money investment.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No criticisms. Paul and Bryony have always been professional, prompt, polite and proactive in all of our dealings with them.