Paul Rose

Review from verified client

March, 2024

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

We had an inheritance we wanted to invest

How has Paul Rose helped you?

He has helped with navigating how to invest

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing better Paul us always available to talk and advise

Review from verified client

March, 2024

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

Pension transfer into SIPP. Ongoing investment and savings discussions and plans

How has Paul Rose helped you?

Greatly.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

March, 2024

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

Recommendation from a friend and being in the middle of my working life and wanting to consolidate my pensions.

How has Paul Rose helped you?

He recommended the best route to making my pension work harder and more simply. He advised of the risks and volatility of investments very well and helped me to make my risk profile.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, Paul has been great. Gone above and beyond to provide sound advice and a friendly professional service.

Review from verified client

March, 2024

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

Financial advice.

How has Paul Rose helped you?

Organise finances for the future.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Review from verified client

March, 2024

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

Retirement from full time employment after working for nearly 40 years and knowing I would receive a lump sum to invest when I did so.

How has Paul Rose helped you?

Paul explained the likely risks if I were to have a high monthly return, and accepted that I am a cautious investor who would rather receive less from the investment and know that what I had invested would be reasonably safe.

Have you seen the outcome you were hoping for?

Yes, from the pension lump sum.

What could they have done better?

Nothing.

Review from verified client

March, 2024

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

For professional advice on our finances and investments

How has Paul Rose helped you?

His expert knowledge and professionalism have help us immensely over the years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

September, 2023

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

I wanted to retire and Mr Rose gave me sound advice to allow me to retire early.

How has Paul Rose helped you?

As above

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

July, 2023

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

Iht

How has Paul Rose helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

June, 2023

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

Money to invest

How has Paul Rose helped you?

Given advice and reassurance

Have you seen the outcome you were hoping for?

Yes but the markets have not been helpful recently

Review from verified client

June, 2023

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

I needed a better understanding & Paul helped me with many understandings.

How has Paul Rose helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I believe just to keep up same service as he provides.

Review from verified client

May, 2023

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

Pension advice many years ago

How has Paul Rose helped you?

Good advice

Have you seen the outcome you were hoping for?

Yes

Review from verified client

April, 2023

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

Planning my retirement

How has Paul Rose helped you?

Paul has helped me to save money and has given me a good advice when I need to spend money Give me regular updates on the financial situation

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing at the moment

Review from verified client

March, 2023

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

I was encouraged at young age to invest in endowments, this progressed to Pension and ISA savings.

How has Paul Rose helped you?

Paul takes the time to explain thing's (even though some thing's are complicated) and advises through the explanation.

Have you seen the outcome you were hoping for?

In the current climate circumstances, yes I believe so.

What could they have done better?

Nothing.

Review from verified client

March, 2023

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

My husband is a client of his and has done some great work for him. Also important to make the most of your money for future and good return.

How has Paul Rose helped you?

Professional advice and suggested nest options for return with taking risk into consideration.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Review from verified client

March, 2023

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

Death of family member

How has Paul Rose helped you?

Paul has provided great advice to my family and I for over a decade

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2023

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

Needed financial advice for inherited funds

How has Paul Rose helped you?

He has helped all of my family with savings to make the most of the money we have.

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

He could look prettier but professionally he ticks all the boxes.

Review from verified client

March, 2023

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

After my parents pass away. Paul help us to invest the monies we where left

How has Paul Rose helped you?

He takes time to explain all the items I ask him. Always at the end of phone if I need advise

Have you seen the outcome you were hoping for?

Yes very happy with the investments Paul advised us on

What could they have done better?

I cannot think of anything Paul could have done any more than he does

Review from verified client

March, 2023

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

Paul Rose has been our advisor for many years and has worked with us getting mortgages, insurance, pension planning & investments. As our needs have grown, changed & developed, so has Paul’s advice.

How has Paul Rose helped you?

Paul has taken time to know and understand us. Our relationship has developed over many years. He provides regular updates, written & face-to-face. And is aware of our wants & needs as our lives have changed. We always feel confident Paul has our best interests in mind

Have you seen the outcome you were hoping for?

Very much so.

What could they have done better?

Paul has always been there when needed. He uses language and examples that are easy to understand. I don’t think we could have asked for a better service

Review from verified client

March, 2023

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

Pension tranfer and savings management.

How has Paul Rose helped you?

in the transfer of my final salary pension. and reinvestment of isa accounts.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing really, Paul takes any financial worries or problems away.

Review from verified client

March, 2023

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

Wanted to get a pension out get Paul to put it in something that would make money.

How has Paul Rose helped you?

He has helped me in a few things.

Have you seen the outcome you were hoping for?

At the moment it’s doing ok

What could they have done better?

No!! done it to the highest standard and got me what I wanted.

Review from verified client

March, 2023

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

To invest cash lump sum I received on retirement

How has Paul Rose helped you?

By sound investment advice

Have you seen the outcome you were hoping for?

No but who has in these troubled times

What could they have done better?

Not a lot

Review from verified client

March, 2023

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

We wanted professional advice on various financial matters, after meeting Paul for the first time 28 years ago, we knew he was the right advisor for us.

How has Paul Rose helped you?

Paul manages/advises on our portfolio and keeps us regularly informed and is always quick to answer our questions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

March, 2023

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

retirement from full time employment and receiving a monthly pension and lump sum from my job

How has Paul Rose helped you?

took my attitude to risk into account and suggested investment of the lump sum to provide me with a monthly income. Also advised me about a small savings account.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Review from verified client

March, 2023

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

I wanted to explore my pension options

How has Paul Rose helped you?

Paul carefully considered my situation and came up with the ideal solution for me

Have you seen the outcome you were hoping for?

Very much so

What could they have done better?

I can't think of anything.

Review from verified client

March, 2023

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

We had some savings we needed advice on what to do with it

How has Paul Rose helped you?

Paul is always very helpful, there when needed

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Paul could not have looked after us better

Review from verified client

March, 2023

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

Help

How has Paul Rose helped you?

Everything financially

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2022

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

Planning for the future. I did not need to look for a financial adviser as I was already aware of Paul’s professional abilities from previous years of guidance and help.

How has Paul Rose helped you?

Pauls past advise and planning will enable me to retire early as it has with my husband.

Have you seen the outcome you were hoping for?

More than I ever expected when I first put my financial trust in Paul

What could they have done better?

Nothing really as I am a cautious investor. If I had the faith in Paul that I now have 30 years on, I believe our financial situation would be even greater.

Review from verified client

December, 2022

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

Savings and investments

How has Paul Rose helped you?

In ways we couldn’t have done ourselves.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2022

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

Potential retirement

How has Paul Rose helped you?

Helped with savings advice, future retirement planning.

Have you seen the outcome you were hoping for?

Partly, now that I have sold my property, will get advice now for retirement planning

Review from verified client

October, 2022

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

The process of organising my own pension would have been too complicated to sort out myself

How has Paul Rose helped you?

It has taken the stress & worry away from all of the above re: pension papers etc so much easier thanks to Paul.

Have you seen the outcome you were hoping for?

Yes very pleased by the outcome & thank you to Paul for all his hard work.

What could they have done better?

The whole process with Paul has been 100% stress free nothing was too much trouble, so the answer to the above no he did amazing job.

Review from verified client

March, 2022

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

Planning for my retirement

How has Paul Rose helped you?

Gave me lots of advice and explained what everything meant.

Have you seen the outcome you were hoping for?

Yes, I now understand what pensions I have and have a good plan for the future.

What could they have done better?

Nothing, Paul has done everything that I wanted.

First impression from a user who is not yet a client

November, 2021

Please provide a brief comment about your experience with Paul

He makes everything clear and answers all questions thoroughly.

Review from verified client

September, 2021

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

Family inheritance which was earning peanuts in the bank at 0.01%

How has Paul Rose helped you?

By providing sound financial advice on where was best to put the money for our future retirement. He always came to us and spent the time to make sure we understood everything before we committed. Happily answered any questions to ensure we were totally happy with what was going to happen.

Have you seen the outcome you were hoping for?

To be honest it is working better than I could have imagined. We now have our money working really well for us instead of festering on a bank account making nothing.

What could they have done better?

Nothing! I cannot fault anything Paul has said or done for us. I would happily recommend him to family and friends, knowing he has their best interests at heart.

First impression from a user who is not yet a client

March, 2021

Please provide a brief comment about your experience with Paul

Very knowledgeable and helpful. Responses in a timely manner, and sound advice from which to make decisions.

Review from verified client

March, 2021

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

I wasn't happy with the service I was previously receiving and new Paul from a previous company that he worked for.

How has Paul Rose helped you?

Made my investments work.

Have you seen the outcome you were hoping for?

I was however, the Covid pandemic influenced them greatly. However, we challenged the pandemic and the tide began to change slowly.

What could they have done better?

I don't believe that any thing could have been done better, it was a time of extreme uncertainty.

Review from verified client

March, 2021

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

Little return on savings.

How has Paul Rose helped you?

Good financial advice.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

February, 2021

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

Pension and mortgage review

How has Paul Rose helped you?

Helped me get the right mortgage and gave me excellent advice regarding my pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

February, 2021

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

I have had a financial advisor since age 18 and Paul is the first non pushy adviser I have had now happily for many years.

How has Paul Rose helped you?

He managed my mothers care home funds with care and professionalism

Have you seen the outcome you were hoping for?

Completely

Review from verified client

February, 2021

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

Initially I wanted to get professional advice about starting a pension for my husband and I and also to just have a general chat and see how Paul could help us.

How has Paul Rose helped you?

Paul saved us money on our home insurance and income protection and set us up with life insurance and sorted out both our pensions and gave advice on savings and pointed us in the direction of a mortgage advisor and also a probate company so very helpful all round.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing :)

Review from verified client

February, 2021

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

Looking at long term savings.

How has Paul Rose helped you?

His expert advice allowed me to invest my money in a smart way.

Have you seen the outcome you were hoping for?

Yes, through his information and the decisions we made, I am seeing positive results.

What could they have done better?

I can’t think of anything more I could’ve got from his advice.

Review from verified client

February, 2021

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

Inheritance income

How has Paul Rose helped you?

Paul has provided advice and guidance on multiple financial aspects throughout various economic circumstances

Have you seen the outcome you were hoping for?

I've benefitted greatly from Paul's financial advice and guidance for over 10 years

Review from verified client

February, 2021

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

On the death of my parents had to sell family home needed help to invest money received

How has Paul Rose helped you?

This was beginning of 2008 just before the world wide crash. Was so please with outcome as invested in Bonds got good payout when they matured. Paul when showed where to invested again

Have you seen the outcome you were hoping for?

Yes please with outcome

What could they have done better?

I am not a gambler so stay save with investment. if you are Paul would advise you.on the do,s and don't on these types of investment

Review from verified client

February, 2021

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

Help to actually do some investments and advice

How has Paul Rose helped you?

With our investments and also protection/insurance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Brexit and covid hasn’t helped!

Review from verified client

February, 2021

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

Our family inherited some money and our previous advisors weren't very good so we moved across to Paul.

How has Paul Rose helped you?

He has helped continuously throughout the years with his understandable, helpful advice and guidance on all matters around the investments and what best to do with it. He has always been available to talk to and help with any of it, and always feel like we are in a safe pair of hands!

Have you seen the outcome you were hoping for?

Yes, investments going in the right direction.

First impression from a user who is not yet a client

February, 2021

Please provide a brief comment about your experience with Paul

Paul was recommended to me & my wife by a friend, i was due to retire 3 years ago & the whole process was a lot take in. I got in touch with Paul who was amazing, he put me at ease re: all the paperwork & talked through everything with great detail & made the whole process so much easier to understand.

Review from verified client

February, 2021

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

Planning my retirement

How has Paul Rose helped you?

One-to-one consultation with a holistic approach which helped him to understand my needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I have regular updates and reviews I have telephone contacts if I have concerns or I need to query or clarify any issues

Review from verified client

February, 2021

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

Where to put money to earn other than very poor returns from a bank

How has Paul Rose helped you?

By looking at our circumstances and advising where we can get our best returns

Have you seen the outcome you were hoping for?

Yes pre COVID-19

What could they have done better?

Not a lot with the state of the world

Review from verified client

January, 2021

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

we wanted to plan for our retirement, also for investments.

How has Paul Rose helped you?

paul sat down with us and went through all the possible options to help me achieve my goal for early retirement.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

nothing, very satisfied with the advice given,

Review from verified client

January, 2021

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

Savings from property sale then a small inheritance

How has Paul Rose helped you?

Gave sound advice on how to invest wisely and what ti do with our pensions. Also came to our home

Have you seen the outcome you were hoping for?

Our money has increased more than we would have been able to do. And he found better home insurance for us

What could they have done better?

Cant think of any way

Review from verified client

January, 2021

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

Inheritance - Early retirement

How has Paul Rose helped you?

Explained best way to save by visiting me at home. Also looked at my pensions. Advised me of what my outcome would be with us both looking at different outcomes.

Have you seen the outcome you were hoping for?

Mostly yes! Due to covid 19 one of my investments did decrease but I am pleased to say has started to make a come back. My other investment has made money so happy with that.

What could they have done better?

Nothing. I was sure I would have lost a lot of money but Paul has looked after me as always.

Review from verified client

January, 2021

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

Retired and sorting pension and investments

How has Paul Rose helped you?

Gave advice, helped with moving money to give me better security

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can’t think of anything

Review from verified client

January, 2021

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

poor performance if private pension and Paul was recommended

How has Paul Rose helped you?

Paul reviewed my saving capacity realistically and all of my different pensions . He gave me clear advice which was easy to understand and gave me confidence in his advice. There was no pressure and I had the space and time to think and ask more questions

Have you seen the outcome you were hoping for?

Definitely - the pension re investment he did for me has done much better than it would have ever done previously and I now save each month too which is very re assuring

Review from verified client

January, 2021

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

Wanted to invest and save money

How has Paul Rose helped you?

Paul Rose helped me to achieve my goal to invest and save money

Have you seen the outcome you were hoping for?

I believe so yes

Review from verified client

January, 2021

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

Was left some money in my fathers will

How has Paul Rose helped you?

Expert advice and professional help

Have you seen the outcome you were hoping for?

Yes taking into account the present situation

What could they have done better?

Nothing

Review from verified client

January, 2021

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

When my husband passed away he left savings

How has Paul Rose helped you?

Paul helped to set a plan for the future that would suit me and my circumstances

Have you seen the outcome you were hoping for?

Yesnith

What could they have done better?

Nothing really he has always been constructive and always helped and explained any concerns I have had about my investments h

Review from verified client

January, 2021

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

Pensions needed sorting out

How has Paul Rose helped you?

Combined all my pensions into one.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not that i'm awere of

Review from verified client

December, 2020

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

Retirement

How has Paul Rose helped you?

helped with savings and my husbands pension

Have you seen the outcome you were hoping for?

was doing well then took a small hit with covid

Review from verified client

December, 2020

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

Needing a mortgage Setting up a pension

How has Paul Rose helped you?

Set up pension, mortgage, life endurance, house insurance. Later in life he advised about investments and inheritance planning.

Have you seen the outcome you were hoping for?

So far, yes.

What could they have done better?

N/A

Review from verified client

November, 2020

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

For advice

How has Paul Rose helped you?

In every way possible always available on phone or email

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing at all

Review from verified client

November, 2020

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

Paul Rose has been my family Financial Adviser since 1993. His advice, findings and researches have always been very helpful. A few years ago I got him to do my Pension/Savings overall review. I am so glad currently that I followed his advice as not to hastily cash-in my pension then and to wait for a few years later which I did and am reaping the rewards.

How has Paul Rose helped you?

I find Paul to be always transparent and ready to give his honest opinion in relation to my financial circumstance. He has a friendly, professional and business acumen.

Have you seen the outcome you were hoping for?

Most definitely.

What could they have done better?

Overall Paul has been good.

Review from verified client

November, 2020

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

My Husband died suddenly, and l needed advice re his pension pot.

How has Paul Rose helped you?

Paul was very helpful in advising me with future long term plans.

Have you seen the outcome you were hoping for?

Yes his advice was excellent.

What could they have done better?

I honestly thinkPaul, could not have done any more, he fulfilled , all my financial needs, with aplum.

Review from verified client

November, 2020

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

I wished to make some small investments and too remove my pension away from a company final salary pension to an independent pension company so I could have more control over my pension Pot.

How has Paul Rose helped you?

Paul made investments of money laying dormant in building society accounts, And helped and advised in the rearranging of my pension.

Have you seen the outcome you were hoping for?

I expect to when I retire next year.

What could they have done better?

This is the first time I have personally used a financial adviser, However Paul has been conducting financial business for a number of family members for many years.

Review from verified client

November, 2020

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

Private investment for future.

How has Paul Rose helped you?

Finds the best options to invest my money.

Have you seen the outcome you were hoping for?

Partly.

What could they have done better?

Always been happy, nothing to improve.

Review from verified client

November, 2020

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

We didn’t know how to invest our savings

How has Paul Rose helped you?

Paul advises and helped us with our investments

Have you seen the outcome you were hoping for?

Yes very much so

What could they have done better?

I can’t see how Paul could do better he’s always there at the end of the phone we have regular meetings and he’s good at explaining everything

Review from verified client

November, 2020

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

30 years ago I knew I needed to plan for the future. Paul had already helped my now wife, with savings and pensions.

How has Paul Rose helped you?

With 30 years of sound advise and guidance of my finances.

Have you seen the outcome you were hoping for?

More so than I would have believed when I started.

What could they have done better?

In Paul’s case nothing at all. As trust and time has shown results.

Review from verified client

November, 2020

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

After retirement, we needed to invest money

How has Paul Rose helped you?

He visited us at our home and explained several options available to us

Have you seen the outcome you were hoping for?

Yes, it has been very positive to date, however we understand that problems this year has made a slight difference

What could they have done better?

I don’t think Paul can improve on his service as it is always first class

Review from verified client

November, 2020

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

Ii wanted to plan my retirement and was recommended to Paul Rose by a customer of mine.

How has Paul Rose helped you?

Discussed my requirements, expectations and attitude to risk. Placed my pension fund with the ideal provider.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

I can't think of any area that needs improvement.

Review from verified client

November, 2020

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

Inheritance investment planning, etc.

How has Paul Rose helped you?

Recommendations with detailed advice of what would give appropriate risk rating level of investment to be considered.

Have you seen the outcome you were hoping for?

From our investments yes, just difficult times for all living through these times I.e. covid and political climate

What could they have done better?

Paul has sorted out all sorts for family investments etc

Review from verified client

November, 2020

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

To invest and gain capital

How has Paul Rose helped you?

He helped set mine and my fiancé’s pension up. Paul also helped me invest my money in to suitable investments and insurances.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing he is/was fantastic throughout everything.

Review from verified client

November, 2020

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

We had some money to invest and wanted pension advise.

How has Paul Rose helped you?

Paul has helped with investments and has given sound advise in investments and pensions. He is always professional and is knowledgeable and trustworthy.

Have you seen the outcome you were hoping for?

Yes we have had the outcome we were expecting.

What could they have done better?

Nothing!

Review from verified client

November, 2020

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

It pays to get independent advice with a different perspective to what you may be thinking

How has Paul Rose helped you?

Paul is very informative and has a broad outlook of financial matters

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

For my personal needs Paul does all I want

Review from verified client

November, 2020

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

Long term investments.

How has Paul Rose helped you?

I have known Paul for a long time and he has advised me on all aspects of my finance.

Have you seen the outcome you were hoping for?

The investments have been well managed.

What could they have done better?

Nothing, I am happy with the service I have received.

Review from verified client

November, 2020

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

Due to the ever revolving world of money in all circumstances I wanted best advice.

How has Paul Rose helped you?

Paul explained all details in a professional manner & made sure myself as the customer was fully satisfied !

Have you seen the outcome you were hoping for?

Yes, I saw the outcome better than I expected ! I have been able to make better decisions & seen it play out perfectly.

What could they have done better?

Keep up the good work. It takes time to build a good rapport & trust.

Review from verified client

November, 2020

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

Paul has supported our needs for many years, from mortgages, private pensions, and investments. His advice has developed and changed along with us as our lives, wants and needs have changed.

How has Paul Rose helped you?

Paul has always provided us with clear and transparent advice across our all our investments needs. Using clear non-jargon language, with unwavering patience, making sure we always understand and are happy with our decisions

Have you seen the outcome you were hoping for?

Yes we have. We are very happy with the outcome of all of our transactions with Paul

What could they have done better?

I genuinely don’t think there is anything I can add. We have worked with Paul for many years and he understands our wants and needs. He’s friendly, and very personable, but clear and factual when it comes to business

Review from verified client

November, 2020