Paul Hart

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

I was looking for someone who understands the NHS

How has Paul Hart helped you?

Great advice. Ongoing support. Professand understanding

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?

Wanted to sort out my inheritance

How has Paul Hart helped you?

Invested my pension funds

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?

Financial planning

How has Paul Hart helped you?

We have received a lot of valuable advice from Paul on Financial planning,Pensions,Investment and savings,Retirement income,Long term care etc.

Have you seen the outcome you were hoping for?

We are happy with the outcome so far.

What could they have done better?

Not sure

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

I had my pension and investments with a large financial advisor and I was dissatisfied with their high fees, poor service and I was dissatisfied with their services.

How has Paul Hart helped you?

After transitioning from a large financial advisory firm, I engaged Paul Hart's services and have been consistently impressed with the quality of his work. What sets Paul apart is his meticulous attention to detail and genuine commitment to understanding my specific financial goals and circumstances. Paul's professionalism shines through in every interaction - he responds promptly to questions, provides clear explanations of complex financial concepts, and takes the time to ensure I fully understand any recommendations before moving forward. His proactive approach means he regularly reviews my portfolio and reaches out when market conditions or life changes warrant adjustments to my financial strategy. The personalized service I receive is a refreshing change from the more generic approach I experienced at larger firms. Paul remembers the details of my situation and tailors his advice accordingly, whether we're discussing retirement planning, investment allocation, or tax optimization strategies. Since working with Paul, I've gained greater confidence in my financial decisions and have a clearer roadmap toward my long-term objectives. His expertise and dedicated service have exceeded my expectations, and I wouldn't hesitate to recommend him to anyone seeking knowledgeable, trustworthy financial guidance.

Have you seen the outcome you were hoping for?

Absolutely, very much so.

What could they have done better?

None

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

Wanted to amalgamate several different posts and get the most for our pension planning

How has Paul Hart helped you?

In every way. His advice has been excellent and any question we ask has been very proffesionally answered

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing