Paul Bain

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

I needed to sort out my pension arrangements as I had an existing one that wasn’t easy to manage or find any information on.

How has Paul Bain helped you?

Paul helped me transfer my old pension, and set up a regular payment for me after giving some superb advice. I also set up a stocks and shares isa at the same time and it has worked brilliantly for me.

Have you seen the outcome you were hoping for?

Without a doubt, infact I’m seeing more growth than I expected even during the current corona virus pandemic

What could they have done better?

Nothing to be honest, Paul is open, honest, professional and friendly. His common sense advice has helped me get into shape for retirement !

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

I had none in place

How has Paul Bain helped you?

He was assigned to me from the company I approached for help

Have you seen the outcome you were hoping for?

Very much so

What could they have done better?

None that I can think of

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

Transfer of pension

How has Paul Bain helped you?

Paul gave great advice and explained things in detail but in an understandable way.

Have you seen the outcome you were hoping for?

Yes things progressing well considering the current state of affairs

What could they have done better?

NA

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

Previous adviser was a sole trader and retired.

How has Paul Bain helped you?

Took over all aspects of pension fund management.

Have you seen the outcome you were hoping for?

Yes. I have been able to retire earlier than expected!

What could they have done better?

Nothing.

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

I had a financial retirement plan that I didn't understand fully and didn't think met my needs I'm want to retire early and needed advice

How has Paul Bain helped you?

Paul asked the right questions to draw out my aspirations for retirement. Paul explained the options avaiable to me in layman's terms without being derogatory in any way and gave me the logic behind his recommendations. I changed my investments to those he recommended. I have been very comfortable with all our interactions and confident in Paul's advice I have actively recommended Paul to my family

Have you seen the outcome you were hoping for?

Yes very much so. The plan I had in place has been modified under Paul's advice. I understand exactly what I have, how it can be used in the most tax efficient manner and I expect to retire when I need with more than I expected. The investments Paul recommended have done well

What could they have done better?

I've been very happy with the approach Paul has taken There isn't anything I would change