Paul Sweetland

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

I chose to take early retirement aged 58 and wanted financial pension advice

How has Paul Sweetland helped you?

Having worked for over 40 years with various different companies I had several different pension schemes and wanted to get the best income from the investments.

Have you seen the outcome you were hoping for?

Yes very satisfied.

What could they have done better?

No very pleased with the advice given.

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

I chose to take early retirement and needed financial advice.

How has Paul Sweetland helped you?

Having worked for over 40 years with various companies I had several pension funds and wanted advice on how to get the best return.

Have you seen the outcome you were hoping for?

Yes very satisfied.

What could they have done better?

No very pleased.

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

Paul and his team have been looking after the family for over 20 years and have always given honest advise, has strengthened our financial standing and is trusted by the whole family

How has Paul Sweetland helped you?

Various products

Have you seen the outcome you were hoping for?

Yes across all scenarios

What could they have done better?

N/A

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

Paul has been our "go-to" IFA for very many years. As a firm of Chartered Accountants it is vital that we know that our clients will get a professional, impartial and expert service. We know that Paul and his team will provide this.

How has Paul Sweetland helped you?

Paul has enabled us to assist our clients in those financial areas where an IFA can best advise. He has always given our clients first-rate, timely advice

Have you seen the outcome you were hoping for?

Our clients are very please with the advice that they have received and the value-for-money provided. Paul gets to know his clients and so can give a personal as well as professional service

What could they have done better?

We are content with the service given

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

A mortgage for my first property and subsequent insurance policies.

How has Paul Sweetland helped you?

Paul asked me some basic questions about what I wanted, and we discussed what was achievable with my finances. He made everything very clear, easy to understand and kept me informed and up to date throughout the whole process. Paul has also helped me in finding insurance policies to cover life and income protection.

Have you seen the outcome you were hoping for?

Yes, absolutely. I am now in my first property with the mortgage payments I wanted. I could not have achieved this without Paul's expertise.

What could they have done better?

Nothing. I'm glad to have used Paul's services and will be returning to him for all my financial advice in the future.