Paul's reviews
Reviewed for
Insurance and Protection ( 15 )
Mortgages ( 2 )
Pensions ( 77 )
Equity Release ( 7 )
Retirement income (annuities, drawdown) ( 63 )
Investments and Savings ( 91 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 40 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 15 )
Financial Planning ( 56 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 31 )
£200k - £500k ( 7 )
£100k - £200k ( 7 )
Up to £50k ( 2 )
£50k - 100k ( 7 )
Review
by a verified client in Nottinghamshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Reading Daily Telegraph
How has Paul Waites helped you?
Understanding IHT threshold and working out our potential bill
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Perhaps initially matching others (SJP franchises )fees which he did in the end
Review
by a verified client in Leicestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A sum of money we did not want to leave in a bank.we needed trusted advice.
How has Paul Waites helped you?
He has helped to get a good return on our investment. Taking on board what we require
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not a lot
Review
by a verified client in Derbyshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to retire
How has Paul Waites helped you?
Arranged Pension Transfers which allowed my early retirement
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing at all
Review
by a verified client in Nottinghamshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previous strategy was too cash focussed and was giving poor results
How has Paul Waites helped you?
Introduced us to a wide range of options
Have you seen the outcome you were hoping for?
Very much so
What could they have done better?
Very little
Review
by a verified client in Nottinghamshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The world of managing finances can be quite complicated and whilst I considered myself to be reasonably knowledgeable I realised I did not know enough and seeking professional advise was essential if I was not going to miss anything or make a mistake
How has Paul Waites helped you?
Paul has a very measured and detailed approach and has been excellent at providing balanced and personalised recommendations
Have you seen the outcome you were hoping for?
The performance of my investments has been good since I involved Paul and having moved more away from cash based investments
What could they have done better?
Not much, Paul contacts me regularly and we review things at least annually .