Paul's reviews
Reviewed for
Insurance and Protection ( 91 )
Mortgages ( 209 )
Pensions ( 29 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 11 )
Auto Enrolment ( 1 )
Investments and Savings ( 24 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 4 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 12 )
Financial Mentoring ( 7 )
Financial Coaching ( 7 )
( 1 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 8 )
£100k - £200k ( 6 )
£50k - 100k ( 15 )
Up to £50k ( 87 )
Review
by a verified client in Flintshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had recently separated and divorced my husband and needed guidance with supporting myself alone and with regarding to protecting myself with regards to illness and financial security in the future
How has Paul Williams helped you?
He listened and was able to provide exactly the help and advice I needed and guided me from what I thought I needed to the correct type of protection for health etc and insurance I needed to support me . I learned so much from him
Have you seen the outcome you were hoping for?
Yes absolutely. Beyond happy and feel safe and secure for the future
What could they have done better?
Honestly nothing
Review
by a verified client in Denbighshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had no financial control in a long term relationship so after that ended I wanted to take out life insurance and needed Pauls help to find the most suitable one. Now he is helping me with my mortgage capacity report too.
How has Paul Williams helped you?
Paul has been my absolute rock with any queries I have had. Extremely knowledgeable and personable. He made me feel at ease right from the moment I walked through the door.
Have you seen the outcome you were hoping for?
Life insurance completed just waiting on the mortgage capacity report.
What could they have done better?
Absolutely nothing. Top class service always
First impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Paul
Excellent consultation with Paul. Everything was explained clearly and thoroughly. Really helpful advice.
First impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Paul
Met up with Paul for initial consultation and he was helpful, informative and explained everything simply. Appreciated the friendly environment.
Review
by a verified client in Denbighshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed a mortgage
How has Paul Williams helped you?
Sorted all details out to gain a mortgage from solicitor to application for mortgage
Have you seen the outcome you were hoping for?
Yes