Paul's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 45 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 30 )
Investments and Savings ( 28 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 1 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 13 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 12 )
£100k - £200k ( 8 )
( 1 )
£50k - 100k ( 5 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A wish to explore options to reinvest a poorly performing, final salary company pension pot.
How has Paul Rathbone helped you?
Assessment of early retirement prospects, including options to manage investments/assets to facilitate early retirement.
Have you seen the outcome you were hoping for?
Yes, Paul’s help has given me the information and confidence I need to make a decision about when to take early retirement.
Paul:
Thank you for your kind review Karol. It's great to hear that you now have the confidence to make decisions about your retirement. I look forward to helping you further with this.Review
by a verified client in Lancashire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need of retirement and pension advice and guidance.
How has Paul Rathbone helped you?
Paul prepared a report outlining my financial position and options going into retirement and arranged the purchase of an annuity.
Have you seen the outcome you were hoping for?
Yes, very impressed with Paul’s professionalism and guidance.
What could they have done better?
Nothing
Review
by a verified client in Lancashire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Review of Financial Planning
How has Paul Rathbone helped you?
Excellent advice given in a pleasant and professional manner
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing Obvious
Paul:
Thank you for your kind review Alistair. I'm really enjoying working with you and Vanessa, to help you towards the retirement that you seek. It also means a lot to me to hear that you'd feel confident in recommending my services to those in need of financial advice. Speak soon.Review
by a verified client in Merseyside
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Private pension requires financial adviser
How has Paul Rathbone helped you?
Dealing with all queries were my private pension is
Have you seen the outcome you were hoping for?
No, but I have been explained the reason why
What could they have done better?
Maybe kept in touch with was happening
Paul:
Thank you for your review Alan. It is great that I have been able to help "unlock" your benefits for you so that you can do the things you'd like to do. If you need my help in the future, please don't hesitate to get in touch.Review
by a verified client in Merseyside
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was retiring and needed help and advice to how to invest my pension pot.
How has Paul Rathbone helped you?
Giving us good advice explaining, showing me patience and helping us when need only a phone call away. Paul will do a home visit if needed.
Have you seen the outcome you were hoping for?
Yes definitely.
What could they have done better?
Not a lot we are satisfied with the information Paul has given us.