Paul Dovey

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

After my husband died 12 years ago I needed advice on how to invest the lump sum I received from my husband's place of work. Paul was recommended to me and Paul has been my financial advisor ever since.

How has Paul Dovey helped you?

I trust Paul completely. He knows my life, my family, and my future — working with him lets me enjoy life without worrying about my finances, and I would recommend him without hesitation.

Have you seen the outcome you were hoping for?

Yes. My peace of mind is very important to me and was especially so when I was suddenly on my own not knowing how to invest. My husband had dealt with all aspects of our financial situation, so to then have Paul to help was a godsend.

What could they have done better?

The most important aspect of my financial situation is complete peace of mind and I have that with Paul. He could not have done any better.

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

Approaching retirement with a significant pension pot to invest and IHT to consider. General financial review required to provide an overview of our existing portfolio of investments/protection and provide recommendations to cater for our evolving family circumstances/needs.

How has Paul Dovey helped you?

Paul helped us retire with confidence through his expertise and transparent, no pressure, advice. He is trustworthy, patient and always explains technical things clearly checking our understanding at every stage. We feel secure in our investments and would (and do) recommend him without hesitation.

Have you seen the outcome you were hoping for?

Yes we are very satisfied and confident that our financial strategy is correct for our needs currently and that we can adapt it as our life circumstances change in the future.

What could they have done better?

Nothing comes to mind.

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

I received a pension pot from my exhusband when we divorced and did not know what fo do with it

How has Paul Dovey helped you?

Paul has been a huge help. Helping me to understand how pensions work, how best to invest for the future. It was an area I had no knowledge about. He has given me great advice on how to plan fir the future

Have you seen the outcome you were hoping for?

Yes definitely.

What could they have done better?

I don't think he could improve.he explains things in very simple terms

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

Initial contact through my husband’s employer prior to retirement and how to invest his lump sum

How has Paul Dovey helped you?

Over a period of about thirteen years we have built up confidence in the ability to advise us about our investments

Have you seen the outcome you were hoping for?

Mostly

What could they have done better?

I don’t have anything to add

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

My employer was associated with an IFA and I was looking for advice in about 2011 when anticipating retirement

How has Paul Dovey helped you?

He has annually explored my aspirations and assessed my attitude to risk before setting out investment options including goal-based and ethical

Have you seen the outcome you were hoping for?

Yes, although for a short period we were allocated to more junior advisers who did not inspire the same degree of confidence

What could they have done better?

An earlier transfer from 7IM to a more profitable fund/platform would have been appreciated