Paul's reviews
Reviewed for
Insurance and Protection ( 89 )
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 ( 6 )
( 1 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 8 )
£100k - £200k ( 6 )
£50k - 100k ( 15 )
Up to £50k ( 85 )
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?
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
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?
Myself and my partner wanted to buy our first home
How has Paul Williams helped you?
The Advice was very helpful and Nothing was too much trouble!
Have you seen the outcome you were hoping for?
Absolutely yes!
What could they have done better?
No they were Amazing.
Review
by a verified client in Conwy
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My partner and I were buying our first house and needed guidance on the process of getting a mortgage.
How has Paul Williams helped you?
Carrie made things very clear and was very helpful.
Have you seen the outcome you were hoping for?
Yes! We managed to get our mortgage despite our unique financial situation,
What could they have done better?
Nothing negative to report.
Paul:
Hi Josh, Thank you for your review. Good luck with everything.Review
by a verified client in Conwy
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As first-time buyers, we were looking for guidance and support through the mortgage process. We had some added complexity as we were changing jobs at the same time, so we wanted an adviser who could help us navigate those challenges and secure the right mortgage.
How has Paul Williams helped you?
They guided us through every step of the mortgage process, explaining things clearly and making sure we understood our options. Carrie was always available to answer questions and gave us confidence in our decisions. Without their help, we would have struggled to get a mortgage while changing jobs.
Have you seen the outcome you were hoping for?
Yes, we achieved exactly what we were hoping for. With their help, we were able to secure a mortgage and buy our first home, even with the challenges of changing jobs. We couldn’t be happier with the outcome.
What could they have done better?
Nothing at all, everything was perfect, and we couldn’t have asked for more
Paul:
Hi Alice, thank you for your lovely review! Good luck with the move!Review
by a verified client in Denbighshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgage
How has Paul Williams helped you?
Helped me with the best advice and saved me a lot with mortgage payments
Have you seen the outcome you were hoping for?
Yes
Paul:
Hi Emma, Thank you for your review. It was a pleasure to help you secure another mortgage.