Paul Drake

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

Financial matters occurring some 10 years ago needed advice from a Financial Adviser. Paul was recommended to me then and the "relationship" has continued ever since.

How has Paul Drake helped you?

Good sound financial advice.

Have you seen the outcome you were hoping for?

It is looking good.

What could they have done better?

No need to change.

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

My previous advisor had retired and my account got taken on by another provider. I felt i needed a bit more one to one with someone rather than a call centre type of operation. Paul was recommended by a good friend.

How has Paul Drake helped you?

He has explained how and why things needed doing financially, everything I needed to know in language that i can understand. Very kind and patient. Dont feel a nuisance and feel I can contact him anytime if I need help.

Have you seen the outcome you were hoping for?

Yes my investments are doing very well, very happy with the outcome so far.

What could they have done better?

Cant think of anything

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

My parents left me money

How has Paul Drake helped you?

He has given me all the advice I needed, taking a weight off my shoulders, and set up savings for my future

Have you seen the outcome you were hoping for?

Yes, very good

What could they have done better?

Nothing at all

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

WE HAVE KNOWN P;AUL FOR OVER TWENTY YEARS. HE HAS ALWAYS GIVEN US GOOD ADVICE ON HOW TO INVEST OUR MONEY AND ITS PAID OFF.

How has Paul Drake helped you?

PAUL TO US HAS BEEN VERY HELPFUL AND GUIDED US WHERE TO PUT AND INVEST OUR MONEY.

Have you seen the outcome you were hoping for?

WE HAVE BE VERY PLEASED AND HAPPY WITH WHAT PAUL HAS ADVISED US OVER THE YEARS, HE ALWAYS COMES AND GIVES US PRINT OUTS ON HOW OUR IVESTMENTS ARE DOING.

What could they have done better?

WE ARE VERY HAPPY WITH OUR INVESTS I DONT THINK ANYTHING ELSE WOULD HAVE DONE ANY BETTER

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

I wanted advice on handling my surplus cash on retirement.

How has Paul Drake helped you?

Paul has given me solid advice over the years as to how to invest my money and get a good return of interest.

Have you seen the outcome you were hoping for?

Yes every year his advice has proved to be very good

What could they have done better?

Nothing really I'm more than happy with the service Paul gives.