Patrick Sault

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

I required help with life insurance and income protection.

How has Patrick Sault helped you?

I found Washington Square through the website Unbiased and used their services for Life Insurance purposes. Paddy and Vikki have both gone above and beyond to ensure my needs are met, they have offered me honest and unbiased guidance and at no point have I felt any pressure. I find financial matters quite anxiety inducing at times but I always felt I was in safe hands with Washington Square. I would recommend wholeheartedly.

Have you seen the outcome you were hoping for?

Yes - I received straight forward advice and was able to act straight away.

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

Hadn’t paired into my derelict pension for over ten years and was at a bit of a loss with how to proceed

How has Patrick Sault helped you?

I was recommended Washington Square after I put the feelers out that I was in need of help setting up a pension. I checked their reviews and was happy to make contact based on that alone. It’s not a world I understand and as a gardener, I’ve never really felt I could afford the advice or the pension itself ! Paddy was excellent at explaining the process , offered a free consultation and was sympathetic to my position financially as someone just starting out with the pension process. He came to me for our visits , which limited stress and was always excellent with communication. I’m very happy with the end result and feel like I have ticked off a job I’ve been thinking about for a while.

Have you seen the outcome you were hoping for?

Yep

What could they have done better?

Brought chocolate biscuits to our meetings :)

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

I had to retire early with ill health and needed to review my retirement provision

How has Patrick Sault helped you?

Paddy reduced the overal management fees of my pension funds very significantly.

Have you seen the outcome you were hoping for?

Yes. My funds are performing well.

What could they have done better?

Paddy has always met my expectations.

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

Consolidate existing pensions schemes

How has Patrick Sault helped you?

I had a number of pension schemes started over many years which remained dormant. Cognisant of not actually paying into any of these schemes and deciding that I wanted (and needed) to start contributions, and not really knowing whether to pick one of these schemes or start a new one, I contacted Paddy at Washington Square. Paddy went through the details of the performance and costs of my existing schemes compared with a proposed new scheme based on my current view of risk exposure and views on where I wanted my money to be invested. Following his recommendation I now have one scheme to which I now make regular contributions. Paddy is extremely polite, everything he went through was clear to understand and I have no doubt I now have a scheme suited to my needs.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Wanting to check my pension and review

How has Patrick Sault helped you?

Paddy was so helpful and knowledgeable when I had questions about my pension. He was upfront with any costs I might incur and was honest that he might not find the answers I wanted but would do his upmost to try. I found Paddy through 'Unbiased.co.uk' and he was also local which was great, even though he came to the house which made the process all a lot easier. I would highly recommend Paddy and Washington Square and will be using him again when we come to re-mortgage next year.

Have you seen the outcome you were hoping for?

It has been helpful

What could they have done better?

Nothing