Paul Eason

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.

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

Knowledge of the Workplace pension legislation

How has Paul Eason helped you?

Assisted with the set up and ongoing compliance for our company workplace pension scheme. Provided forecasting and advice for my personal pension pot.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I can think of

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

We were recommended by a client of RMI and were in the process of retiring. I had previously had discussions with the bank and wasn’t overly impressed.

How has Paul Eason helped you?

Paul was very professional in his approach and knowledgeable, he went through the various alternative approaches we could make pointing out the pros and cons . He gave my wife and I the confidence to invest our money in a programme that had the correct risk level and provide for our future.

Have you seen the outcome you were hoping for?

Absolutely The rewards have been greater than we imagined

What could they have done better?

It’s very difficult to think of any major changes to make the company better. They are always available if I require advice or minor changes. Their response is always positive and quick.

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

I had been saving into a defined contribution pension for some years. I didn't know what to do for the best. I contacted a local adviser as I am nervous about financial matters.

How has Paul Eason helped you?

Paul gave me great advice on where to invest my drawdown pension pot and so far the fund has performed well above my expectations. In addition, Paul advised me about my final salary pensions and was adamant that I should not turn these into drawdowns - even though this could have been beneficial to him personally. Paul always gives me honest advice and takes time to explain things to me. The most important thing is that in a World where politicians and others in authority only gaslight their audience, it is comforting, especially where personal finance is involved, to find someone who does not!

Have you seen the outcome you were hoping for?

So far I am very happy with the way my money has been invested

What could they have done better?

I don't know. I am not a finance expert - I only know that I trust Paul and his team