Paul Shorten

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

Firm that I worked with was bought out by Blacktower and existing advisor left

How has Paul Shorten helped you?

Initially reinvesting within an existng QROP (overseas pension) but more recently repatriating these funds, drawing down on my pension and investing in a UK SIPP and ISA. This was not easy to achieve and Paul has been tenacious in achieving what I needed and most certainly his efforts have been focused on achieving the best possible outcome for me

Have you seen the outcome you were hoping for?

Yes. Funds are now in the UK and I've been able to draw on my tax free allowance. Funds are now invested commensurate with my risk appetite and charges are lower

What could they have done better?

I honestly can't say I can think of anything

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

Paul talked to me in a caring and supportive way. He helped me to feel confident that he was working hard to resolve issues and helping me have a greater understanding of what needed to be done to gain success. I like the fact he explains everything to me.

How has Paul Shorten helped you?

Yes Paul has helped me to gain a greater understanding of my option with my pension.

Have you seen the outcome you were hoping for?

I feel Paul keeps a close eye on my money and I trust him to be honest and straightforward with me.

What could they have done better?

I feel confident in Paul’s ability to support me and help me gain success, because he always responds to my phone calls or texts.

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

release from another pension

How has Paul Shorten helped you?

dealt with it all

Have you seen the outcome you were hoping for?

yes

What could they have done better?

no

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

The transfer of my offshore pension back to UK

How has Paul Shorten helped you?

Paul sought the best solution for me.

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?

Over the years having worked for various companies I had accumulated multiple pension funds with multiple financial providers. With retirement approaching in a few years, it was time to get my pension pots in order, ideally to one easily manageable, flexible fund option.

How has Paul Shorten helped you?

Having thoroughly investigated the various pension funds that I had and considered my future requirements, Paul offered me sound advice on the options available to me that would best meet my needs. This included funds that it was felt best to leave as they are due to the annuity guarantees they offered. When required, Paul actively assisted in communicating with the fund companies to ensure that my requests for information were met and, where necessary, funds transferred pro promptly.

Have you seen the outcome you were hoping for?

Yes, definitely. I now have a fully accessible, flexible pension pot which continues to grow with a view to meeting my needs in the future.

What could they have done better?

Nothing. Paul would make himself available for any questions I may have and would always respond promptly to my emails or calls.