Paul's reviews
Reviewed for
Insurance and Protection ( 86 )
Mortgages ( 202 )
Pensions ( 28 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 10 )
Investments and Savings ( 23 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 3 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 11 )
Financial Mentoring ( 6 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 8 )
£100k - £200k ( 6 )
£50k - 100k ( 15 )
Up to £50k ( 81 )
Review
by a verified client in Denbighshire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were interested in seeing whether we could afford to start looking for a mortgage and as first time buyers we had no idea what we needed to do to make a start.
How has Paul Williams helped you?
Gave a detailed break down of everything that we needed to know before starting the buying process. Advised us with every question we had and helped us to get a mortgage offer. We have also had a lot of guidance with insurance and financial protection.
Have you seen the outcome you were hoping for?
Yes, we have recieved mortgage offer to buy our first home and Paul and the team are continuing to help and support us with other questions and queries that we have. They are happy to answer any and all questions no matter how silly they might seem.
What could they have done better?
Absolutley nothing.
Review
by a verified client in Conwy
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I recently split from my partner and needed mortgage advice as I needed to purchase my own property.
How has Paul Williams helped you?
Paul and the team were amazing. I initially met with Paul for a informal chat on what I needed and what he could offer. I felt so at ease and it was a no brainer to go with Paul and the team when it came to my mortgage. We went through everything together and the process couldn't have been easier. Alongside my mortgage they helped find buildings and life insurance which took the hassle out of things, as at the time it was a very stressful situation but made a whole lot easier with the help of the team.
Have you seen the outcome you were hoping for?
Definitely. The team found a great mortgage as well as buildings and life insurance which suited my needs and with extra perks that came along with it. They walked me through the whole thing. Couldn't be happier.
What could they have done better?
Nothing, I cannot fault the quality of service and the diligence to their work. The team are exceptional.
Paul:
Good Morning! Thank you for your review. Its lovely to hear feedback like this for our whole team!Review
by a verified client in Cheshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed help with buying first property
How has Paul Williams helped you?
100% advice and guidance Honesty
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Paul:
Hi, thank you for your review. It was a pleasure assisting you with your first home purchase.Review
by a verified client in Wrexham
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My partner and I felt it was ready to begin house hunting as we had reached our deposit target. Before we started the search we sought to get a mortgage in principle agreed.
How has Paul Williams helped you?
Paul has been outstanding in assisting us with the mortgage process. Through calls and emails, he went in depth to explain absolutely everything to do with mortgages, interest rates, etc. With my partner and I’s circumstances, Paul found the best deal for us.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing - they provided a swift and thorough service which we are so thankful for. The mortgage process could’ve been a lot of stressful had we went elsewhere.
Paul:
Thank you for your amazing review!First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Paul
Greeted by a warm and friendly smile and had an appointment that was professional, knowledgeable and delivered in clear language that was easy to understand - this was very refreshing compared with previous appointments with other organisations that spoke in jargon
Paul:
Thank you for your First Impressions Review - it was lovely to meet you. I look forward to assisting you further.