Paul's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 1 )
Pensions ( 41 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 25 )
Auto Enrolment ( 1 )
Investments and Savings ( 40 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 7 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 18 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 5 )
£100k - £200k ( 10 )
( 1 )
Up to £50k ( 4 )
£50k - 100k ( 5 )
Review
by a verified client in Durham
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Coming up to 60, reducing hours at work.
How has Paul Moat helped you?
Taken away the worry of financial planning, I do not have the knowledge to be confident of any choices I would make on my own.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really, without the benefit of a crystal ball.
Review
by a verified client in Tyne and Wear
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need to reorganise SIPP income and had issues with service from platform
How has Paul Moat helped you?
Advised switch to new platform provider, and restarted income.
Have you seen the outcome you were hoping for?
Yes, totally satisfied
What could they have done better?
Nothing really, very attentive and organised
Review
by a verified client in Tyne and Wear
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Aged mid to late fifties and wanting to combine several pensions into one portfolio to provide a future drawdown income. Needed advice to verify my theoretical plan.
How has Paul Moat helped you?
Comprehensively explained what I could and could not do. Gave advice on what would be the best course of action to fit my plans and my pensions.
Have you seen the outcome you were hoping for?
Yes. Phase one complete which was to combine pensions into one portfolio. Phase two in progress which is consolidation of final pensions and begin drawdown to facilitate the move from full to part time employment.
What could they have done better?
There is nothing in the process so far that could have been improved.
Review
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was approaching retirement, and Paul was recommended to me by a family member and close friend.
How has Paul Moat helped you?
Paul has now advised my wife and I on retirement income and better pension investments.
Have you seen the outcome you were hoping for?
Yes, I am very satisfied with recommended solution.
What could they have done better?
Nothing in my experience so far.
Review
by a verified client in Northumberland
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice on my various pensions accumulated during my working life
How has Paul Moat helped you?
Advised me on which pensions to transfer and which ones to keep in place
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don't have any complaints or any ideas on what could be improved