Paul Richardson

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

Just to understand my options based on the pensions that I have

How has Paul Richardson helped you?

Paul, explained in detail how I could retire early based on my defined benefit pension coupled with my defined contribution pension. He explained what my current projections meant and what it would take to retire. Extremely helpful and great advice. Both my wife and I felt a lot more positive about our retirement planning.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really as it was just a no strings no fee consultation. We both thanked him for his time to listen and explain.

Please provide a brief comment about your experience with Paul

Experience overall was positive. Paul offered helpful insights for retirement planning, demonstrating expertise and a commitment to assisting me given my retirement timeline.

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

Borrowing for home improvement and change to life insurance

How has Paul Richardson helped you?

Helped us to borrow against mortgage, to remortgage and change our life insurance

Have you seen the outcome you were hoping for?

Yes, he made it a smooth transition

What could they have done better?

Nothing that I can think of

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

Guidance and assistance to remortgage

How has Paul Richardson helped you?

Paul has assisted me on a number of occasions to find the best remortgage deals and also life insurance policies. He is always extremely knowledgeable, generous with his time and is always available to provide support and assistance throughout the whole process. I would not hesitate to contact Paul in the future for any financial needs. I highly recommend and am very thankful for his service.

Have you seen the outcome you were hoping for?

Yes the sevice has as always been excellent.

What could they have done better?

The service was excellent and no improvements are necessary.

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

We needed advice on what to do with our work pensions as we weren’t sure whether to transfer them to a private pension or not.

How has Paul Richardson helped you?

Paul looked at our individual pensions and talked us through the different options we could choose. We were able to make a decision based on both facts and predictions.

Have you seen the outcome you were hoping for?

We have seen the outcome we were hoping for based on our circumstances and the advice we received.

What could they have done better?

Paul was brilliant. He presented facts about our situation. He is very knowledgable and explains things well. There is nothing that we feel he could have done any better!