Reviewed for

Insurance and Protection ( 6 )

Mortgages ( 4 )

Pensions ( 70 )

Equity Release ( 5 )

Retirement income (annuities, drawdown) ( 53 )

Investments and Savings ( 64 )

Pension Transfers - Non Specialist ( 13 )

Inheritance Planning ( 23 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 5 )

Financial Planning ( 33 )

Financial Mentoring ( 6 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 23 )

£200k - £500k ( 18 )

£100k - £200k ( 5 )

£50k - 100k ( 1 )

( 1 )

Client reviews

Review from verified client

June, 2024

Overall

Advice

Service

Value

Based in Suffolk

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

My Father and Mother had been clients of Paul's for some years and when they both passed away , the estate passed to myself but only 6 months ago.

How has Paul Sanders helped you?

Probate has not yet been granted , however , i have known Paul for some years and in the last 6 months he has been extremely helpful and is easy to contact and deal with.

Have you seen the outcome you were hoping for?

It is yet early days as only 6 months since the passing of my Mother.

What could they have done better?

N/A

Paul's reply

Dear Emma Thank you so much for the review. It is a pleasure looking after you following the passing of your dear parents. Kind regards Paul

First impression from a user who is not yet a client

April, 2024

Overall

Please provide a brief comment about your experience with Paul

Paul was on holiday but I had a prompt and very courteous response from his office to arrange a call with a covering advisor

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Hampshire

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

On my retirement

How has Paul Sanders helped you?

Paul has taken the time to understand my financial needs and come up with a plan to fulfil my needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul's reply

Dear Rob Thank you for the review. It is a pleasure looking after you and Sue. Kind regards Paul

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in London

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

My retirement and receipt of funds from inheritance and share sales

How has Paul Sanders helped you?

He has helped me to formulate and focus my plans and confirm my ideas.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don’t think they could have done better as the advice is flexible and I always get a very quick response to my questions

Paul's reply

Dear Simon Thank you for the review. It is a pleasure looking after you. Kind regards Paul

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Stress of managing the family’s finances - and losing money through Woodford!

How has Paul Sanders helped you?

Instilled confidence in how we are managing our money. Helped to focus on our risk appetite across different investments. Also helped with basic tax advice on pensions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

Paul's reply

Dear Adam Thank you for the review. It is a pleasure looking after you and Carly. Kind regards Paul

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Hertfordshire

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

Planning for retirement to ensure we are well prepared

How has Paul Sanders helped you?

He has provided advice in a clear format, indicating how we can maximise our pensions and also in a very straightforward, accessible and friendly way.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I can think of

Paul's reply

Dear Emma Thank you for the review. It is a pleasure looking after you. Kind regards Paul

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Yorkshire

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

Having said good-bye to four previous ‘saleable wealth builders ‘. Where were the long term trustworthy alternatives?

How has Paul Sanders helped you?

Paul and his team are interested in all aspects of our investments, assets and lives

Have you seen the outcome you were hoping for?

Yes. Not only is he interested in our finances but also our family, hobbies our holidays and shares his life and family too. As to his financial planning- first class!

What could they have done better?

During our first 12 months we are well satisfied, we hope to continue in the same way.

Paul's reply

Dear Mike Thank you for the review. It is a pleasure looking after you and Pam. Kind regards Paul

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Essex

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

Have been with Paul for many years

How has Paul Sanders helped you?

Given good practical advice,always gives us the choice of options

Have you seen the outcome you were hoping for?

Yes, very happy with outcomes

What could they have done better?

No

Paul's reply

Dear Peter Thank you for the review. It's a pleasure looking after you both. Kind regards Paul

First impression from a user who is not yet a client

January, 2024

Overall

Please provide a brief comment about your experience with Paul

Very easy to talk to and highlighted some obvious improvements that we could make very quickly

Paul's reply

Dear Hazel Thank you for the review. It was a pleasure talking to you. Kind regards Paul

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in East Riding

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

Previous advisor was retiring

How has Paul Sanders helped you?

Paul is available ,approachable and provides good advise .

Have you seen the outcome you were hoping for?

In the light of adverse financial conditions and steeply rising inflation my realistic expectations are being achieved.

What could they have done better?

In the difficult circumstances little if anything.

Paul's reply

Dear Andrew Thank you for the review. It is a pleasure looking after you. Kind regards Paul

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in London

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

Poor previous advisor

How has Paul Sanders helped you?

Advise

Have you seen the outcome you were hoping for?

Mostly

What could they have done better?

.

Paul's reply

Dear David Thank you for the review. It is a pleasure looking after you. Kind regards Paul

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Cheshire

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

Originally for investments and savings long term and recently for retirement and house move.

How has Paul Sanders helped you?

He has been actively engaged in my investments, also knowing my family background has helped with advice and guidance I have received.

Have you seen the outcome you were hoping for?

Yes

Paul's reply

Dear Mike Thank you for the review. It is a pleasure looking after you. Kind regards Paul

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Suffolk

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

Work Pension

How has Paul Sanders helped you?

Paul has helped me think about my options and scenarios looking at retirement age options/income, maximising my pension contributions and investing into an ISA also to support retirement age options.

Have you seen the outcome you were hoping for?

Appreciate investments have risk and market conditions can impact, I believe however my pension fund is managed well and I have all trust in Paul and his team to help me achieve my desired outcome.

What could they have done better?

Paul is available when I need him, we have planned meetings and also adhoc quick messages should I have any questions, Paul is always quick to respond and extremely helpful. Can't really suggest what could have been done better.

Paul's reply

Dear Donna Thank you for the review. It is a pleasure looking after you. Kind regards Paul

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Bedfordshire

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

I had several pension pots and wanted to consider consolidation of those

How has Paul Sanders helped you?

Paul is very knowledgeable and approachable and a pleasure to deal with.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing!

Paul's reply

Dear Annemarie Thank you for the review. It is a pleasure looking after you. Kind regards Paul

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hampshire

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

Forward planning for retirement

How has Paul Sanders helped you?

Listening to my ideas and then translating them into investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really

Paul's reply

Dear Richard Thank you for the review. It is a pleasure looking after you. Kind regards Paul

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Berkshire

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

Needed to plan for the future

How has Paul Sanders helped you?

He has made everything very clear for us

Have you seen the outcome you were hoping for?

Yes

Paul's reply

Dear Neil Thank you for the review. It is a pleasure looking after you. Kind regards Paul

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

Needing pension and savings advice

How has Paul Sanders helped you?

Knowledgeable but friendly and approachable advice

Have you seen the outcome you were hoping for?

Yes

Paul's reply

Dear Emma Thank you for the review. It is a pleasure looking after you. Kind regards Paul

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Suffolk

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

Thus far it has been the advice and management of my pension

How has Paul Sanders helped you?

Always available if needed, quick to reply. Enabled me to have a picture of my retirement and explains everything simply.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul's reply

Dear Stephen Thank you for the review. It is a pleasure looking after you. Kind regards Paul

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in London

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

had spare liquidity

How has Paul Sanders helped you?

advice on tax, wider family planning, small investments

Have you seen the outcome you were hoping for?

yes

What could they have done better?

delivered on expectations

Paul's reply

Dear Leon Thank you for the review. It is a pleasure looking after you. Kind regards Paul

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Somerset

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

Late husband’s pending retirement

How has Paul Sanders helped you?

In general and specific financial planning

Have you seen the outcome you were hoping for?

Mostly

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Yorkshire

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

Better financial advice

How has Paul Sanders helped you?

Paul is a very personable individual and makes the subject of financial planning easy to understand. I feel more confident about TPO looking after my investments than other external company advisors I have used in the past who haven't been very reliable.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Suffolk

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

Pension Planning

How has Paul Sanders helped you?

Professional reasoned knowledgeable advice provided

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Happy as is

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

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

A lump sum income

How has Paul Sanders helped you?

Clearly and calmly explained and helped to navigate through the complexities of investing including tax implications

Have you seen the outcome you were hoping for?

Yes, sound advice

First impression from a user who is not yet a client

October, 2023

Overall

Please provide a brief comment about your experience with Paul

First time I have met Paul. So far so good.

Paul's reply

Dear Michael Thank you for your review. I look forward to hearing from you in due course. Kind regards Paul

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in London

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

I was looking for financial planning to support long term goals.

How has Paul Sanders helped you?

Paul has provided me with very relevant advice and increased awareness of my options. I now have a much better understanding of what I need to do to reach my goals.

Have you seen the outcome you were hoping for?

I feel much more prepared and informed.

Paul's reply

Dear Debbie Thank you for the review. It's a pleasure looking after you. Kind regards Paul

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in London

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

I was considering early retirement

How has Paul Sanders helped you?

He recommended long term strategies and products to help secure extra income out of my savings and investments.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Given the current uncertainites, nothing.

Paul's reply

Dear Richard Thank you for the review. It's a pleasure looking after you. Kind regards Paul

First impression from a user who is not yet a client

October, 2023

Overall

Please provide a brief comment about your experience with Paul

We had one online meeting, and Paul quickly grasped my circumstances and was knowledgeable about the issues I face.

Paul's reply

Dear Mark Thank you for the review. Best wishes Paul

First impression from a user who is not yet a client

September, 2023

Overall

Please provide a brief comment about your experience with Paul

A very promising initial virtual meeting - my wife and I look forward to meeting Paul in person to further the discussion

Paul's reply

Dear Jonathan Thank you for the initial review. Kind regards Paul

First impression from a user who is not yet a client

September, 2023

Overall

Please provide a brief comment about your experience with Paul

The advice I received from Paul Sanders was superb. He immediately grasped the essential points about my elderly mother's finances and gave me a wealth of sound practical advice as to what I could do to improve her returns. It was such a pleasure to speak to someone who has prior experience of people in her position and who took the time to explain his suggestions in a way I could understand them. He is definitely one of the good guys!

Paul's reply

Dear Helen Thank you for the review. I look forward to speaking to you again in due course. Kind regards Paul

First impression from a user who is not yet a client

August, 2023

Overall

Please provide a brief comment about your experience with Paul

We had a poor start as there was confusion over my telephone number. After that we had a good exchange of information and I have been sent information on one of the company's investment portfolios - which is helpful.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in East Sussex

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

Became pensioners with some spare money to invest.

How has Paul Sanders helped you?

He has been extremely helpful in many ways as we are not particularly financially knowledgeable.

Have you seen the outcome you were hoping for?

To some degree

What could they have done better?

I don’t think so.

Paul's reply

Dear Tom Thank you for the review. It's a pleasure looking after you both. Kind regards Paul

First impression from a user who is not yet a client

August, 2023

Overall

Please provide a brief comment about your experience with Paul

Excellent service received by Paulat my first meeting

Review from verified client

August, 2023

Overall

Value

Service

Advice

Based in Oxfordshire

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

Approaching retirement, several pensions and investment pots, wanted to simplify them and have a tax efficient income

How has Paul Sanders helped you?

Has explained things as clearly as possible and always checked that his understanding is the same as mine about what to do

Have you seen the outcome you were hoping for?

Yes, completely

What could they have done better?

It's probably the nature of the beast as I'm not a specialist but I often can't get my head around what's being said

Paul's reply

Dear Phil Thank you for the review. It's a pleasure looking after you both. Kind regards Paul

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Monmouthshire

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

Pension

How has Paul Sanders helped you?

I feel that the right decisions have been made, in close consultation with me. Paul has become a friend too, which is important in building trust both ways.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really!

Paul's reply

Dear Robert Thank you for the review. It's a pleasure looking after you. Kind regards Paul

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Surrey

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

Inheritance

How has Paul Sanders helped you?

He has been both professional and personable explaining strategies and policies in a readily understandable way. Genuinely takes time time to ensure advice fits with our circumstances and any changes in our position.

Have you seen the outcome you were hoping for?

Considering the unforeseen challenges posed by covid and russia, yes.

What could they have done better?

None that I can think of.

Paul's reply

Dear Simon and Carol Thank you for the review. It is a pleasure looking after you both. Kind regards Paul

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Suffolk

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

Recommended by employers

How has Paul Sanders helped you?

Understands my needs, down to earth and very knowledgeable

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul's reply

Dear Ian Thank you for the review. It is a pleasure looking after you both. Kind regards Paul

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Warwickshire

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

WEVE BEEN DEALING WITH THE PRIVATE OFFICE FOR 15 YEARS

How has Paul Sanders helped you?

HUGELY INFLUENTIAL IN PENSION ADVICE AND FUTURE PLANNING

Have you seen the outcome you were hoping for?

YES

What could they have done better?

NOTHING

Paul's reply

Dear Nathan Thank you for the review. It's a pleasure looking after you. Kind regards Paul

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

I wanted a good independent financial adviser for pension planning

How has Paul Sanders helped you?

Goo Quality advice provided at all times

Have you seen the outcome you were hoping for?

Yes

Paul's reply

Dear Adam Thank you for the review. It's a pleasure looking after you. Kind regards Paul

First impression from a user who is not yet a client

July, 2023

Overall

Please provide a brief comment about your experience with Paul

I never give 5 stars, but first meeting couldn't have been any better. I like what I've heard so far

First impression from a user who is not yet a client

July, 2023

Overall

Please provide a brief comment about your experience with Paul

Willing to listen, understanding of my situation

Paul's reply

Hi John Thanks for the review. Kind regards Paul

First impression from a user who is not yet a client

July, 2023

Overall

Please provide a brief comment about your experience with Paul

Friendly and helpful discussion with no hard sell.

Paul's reply

Hi Paul Thanks for the review. Kind regards Paul

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

Recently retired and wanted to discuss financial planning and inheritance tax implications going forwards.

How has Paul Sanders helped you?

He has given us confidence and reassurance that our future is fine and helped with inheritance planning.

Have you seen the outcome you were hoping for?

Yes, Paul’s advice has been timely and invaluable. He listens, takes time to understand the context, the client’s propensity for risk and advises accordingly. He is patient and objective; he does not try to override the client’s decisions.

What could they have done better?

In our case nothing in particular, he has fulfilled the brief we gave him.

Paul's reply

Dear Lorriane Thank you for the review, it's much appreciated and is a pleasure looking after you both. Kind regards Paul

First impression from a user who is not yet a client

June, 2023

Overall

Please provide a brief comment about your experience with Paul

really helpful and looking forward to the follow up

First impression from a user who is not yet a client

June, 2023

Overall

Please provide a brief comment about your experience with Paul

It was an informative and entertaining call. Paul listened and took on board my comments and I liked the approach that he outlined

First impression from a user who is not yet a client

June, 2023

Overall

Please provide a brief comment about your experience with Paul

Excellent, professional and honest. Enjoyed dealing with Paul!!

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Warwickshire

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

Totally out of my depth with pensions

How has Paul Sanders helped you?

Made everything make sense

Have you seen the outcome you were hoping for?

Pretty confident I will do

Paul's reply

Dear Dawn Thank you for your review. It is a pleasure looking after you, Kind regards Paul

First impression from a user who is not yet a client

May, 2023

Overall

Please provide a brief comment about your experience with Paul

I had previously felt overburdened with so much advice and options, I really felt overwhelmed. I was perhaps a little single minded and blunt in putting forward my expectations to Paul. He listened carefully to what I'd said and explained in simple terms what a more realistic outcome for my investment could look like. He was calm, competent and reassuring. I look forward to the outcome when I'm in receipt of my funds and can move forward.

Paul's reply

Dear Anne Thank you very much for your review. I look forward to following up in due course. Kind regards Paul

First impression from a user who is not yet a client

May, 2023

Overall

Please provide a brief comment about your experience with Paul

A very useful and informative initial exchange of ideas, pending an assessment of my individual situation. Paul was direct and clearly well versed in the areas of concern to me, and helpfully put me in touch with a legal colleague.

Paul's reply

Dear Neville Thank you for the review. It was a pleasure speaking to you. I look forward to following up soon. Kind regards Paul

First impression from a user who is not yet a client

April, 2023

Overall

Please provide a brief comment about your experience with Paul

Clear communication and incisive observations by Paul marked our interaction.

Paul's reply

Dear Mallika Thank you for the review. It was a pleasure speaking to you. I look forward to following up soon. Kind regards Paul

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Suffolk

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

Pension planning

How has Paul Sanders helped you?

The advice allowed me to retire early

Have you seen the outcome you were hoping for?

Exceeded

What could they have done better?

N/a

Paul's reply

Dear Kelvin Thank you for the review. It's a pleasure looking after you. Speak soon. Paul

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in London

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

Pension review and Investment advice following the voluntary wind up of my Limited company

How has Paul Sanders helped you?

Paul has given me reassurance that the financial planning decisions I have taken are appropriate considering short and long term objectives and has provided strong insight and advice to suggest changes to my portfolio to meet these objectives

Have you seen the outcome you were hoping for?

Yes - Overall very happy with the advice / recommendations, all of which I have implemented

Paul's reply

Dear Will Thank you for the review. It's a pleasure looking after you. Speak soon. Paul

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Suffolk

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

Company Pension through Paul and the company he works for with added benefits of financial review, planning finances and investments

How has Paul Sanders helped you?

Excellent knowledge, information, guidance with all option’s explored with Paul, has certainly helped me to to be best prepared for now and the future.

Have you seen the outcome you were hoping for?

Yes in terms of my pension and investments progression and ongoing catch ups

What could they have done better?

Can’t think of anything which means Paul is doing an amazing job

Paul's reply

Dear Donna Thank you for the review. It's a pleasure looking after you. Thanks Paul

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

Requirements for management of savings and financial olanning advice.

How has Paul Sanders helped you?

Pro-active and solutions-driven advice; timely responses.

Have you seen the outcome you were hoping for?

Yes.

Paul's reply

Dear David Thank you for the review. It is a pleasure looking after you. Kind regards Paul

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in London

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

My salary increased substantially and I wanted to make the best decisions and investments with the money

How has Paul Sanders helped you?

Paul has helped me to make decisions that have helped me plan financially for the future including opening a SIPP, pension investments, while making the most of my existing cash flow and minimising my tax by optimising where to put my money

Have you seen the outcome you were hoping for?

I feel confident in Paul's expertise, his advice has proven accurate and beneficial

What could they have done better?

nothing, paul is great at keeping in touch and explaining everything fully

Paul's reply

Thanks Kate It's a pleasure looking after you! Speak soon Paul

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in East Riding

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

Investment

How has Paul Sanders helped you?

Investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We sometimes struggle with automatic and computerised communications

Paul's reply

Thanks Kathy It's a pleasure looking after you. Speak soon Paul

First impression from a user who is not yet a client

March, 2023

Overall

Please provide a brief comment about your experience with Paul

I have had an initial phone call with Paul to discuss whether there are better options for us regarding our pension funds and current financial adviser arrangements.

Paul's reply

Dear David Thank you very much for your review. I look forward to our follow up discussions. Kind regards Paul

First impression from a user who is not yet a client

March, 2023

Overall

Please provide a brief comment about your experience with Paul

Paul took the time to understand my particular circumstances and gave some very sound advice on specific areas of concern. I look forward to the follow- up call

Paul's reply

Dear Simon Thank you for the review. I look forward to following up soon. Kind regards Paul

First impression from a user who is not yet a client

March, 2023

Overall

Please provide a brief comment about your experience with Paul

I am not yet a paying client, but I appreciated Paul's work.

Paul's reply

Dear Matthew Thank you for the review. Speak soon Paul

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in West Sussex

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

Looking to consolidate pensions from previous roles.

How has Paul Sanders helped you?

The 3 pensions were transferred and Paul has been mindful to ensure they are now in a SIPP which is suitable for my age and future needs. He takes time to consider all the variables in my life, and provides sound advice regarding top ups and pension forecasts.

Have you seen the outcome you were hoping for?

Yes

Paul's reply

Dear Jane Thank you for the review. It's a pleasure looking after you. Kind regards Paul

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in London

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

Retiring have received funds from sale of shares in employer and inheritance.

How has Paul Sanders helped you?

He has helped me to focus on expenditure requirements and my appetite for risk. He has provided the comfort I needed around my own thoughts.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing to date.

Paul's reply

Dear Simon Thank you for the review. It's a pleasure looking after you. Kind regards Paul

First impression from a user who is not yet a client

March, 2023

Overall

Please provide a brief comment about your experience with Paul

I have had an initial meeting with Paul and he was very knowledgeable, professional and helped me to feel at ease. I have had a great experience so far and would highly recommend

Paul's reply

Dear Amy Thank you very much for your review. I look forward to our follow up. Best wishes Paul

First impression from a user who is not yet a client

January, 2023

Overall

Please provide a brief comment about your experience with Paul

We only had our first call. Pauls is very nice and he seem geniuinly interested in helping us with our financial planning. We're looking forward to our next call.

Paul's reply

Dear Ignacio Thank you for the review. Best wishes Paul

First impression from a user who is not yet a client

December, 2022

Overall

Please provide a brief comment about your experience with Paul

Paul is an informative individual he provide clarity on pension options and forward work program

Paul's reply

Dear Rajan Thank you for the review. Kind regards Paul

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Hampshire

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

Retirement planning and long term investment

How has Paul Sanders helped you?

Paul has been very helpful in explaining the whole process and after reviewing my financial situation has provided me with the advise that will enable me to have a good control of my long term finances in order to continue my lifestyle well into retirement.

Have you seen the outcome you were hoping for?

Yes I now have a plan for managing my financial affairs long term in feel confident that I will have the lifestyle I desire now and in retirement

Paul's reply

Dear Bashir Thank you for the review. It is a pleasure looking after you. Kind regards Paul

First impression from a user who is not yet a client

November, 2022

Overall

Please provide a brief comment about your experience with Paul

Friendly, thorough, personable; seems to know the issues; explained the company and services well. Early days, but pleased nonetheless.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Surrey

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

Most appropriate investment strategy following inheritance together with financial planning leading up to retirement and post retirement income involving pension options.

How has Paul Sanders helped you?

Paul and his team have been professional and approachable at all times and could not have done more.

Have you seen the outcome you were hoping for?

The fiscal returns over the last year have been disappointing obviously but were largely unforeseeable and portfolio losses have been minimised through diversification.

What could they have done better?

Nothing, seriously!

Paul's reply

Dear Simon and Carol Thank you very much for the review. It is a pleasure looking after you both. Kind regards Paul

First impression from a user who is not yet a client

November, 2022

Overall

Please provide a brief comment about your experience with Paul

Paul was really easy to talk to, friendly, clear, professional and very reassuring. He gave my some really helpful advice regarding an inheritance. I look forward to speaking with him again in the near future.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

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

I neded one

How has Paul Sanders helped you?

He has always given good advice and help

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul's reply

Dear Julian Thank you for the review. It is a pleasure looking after you. Speak soon Paul

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Monmouthshire

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

Looking for a trustworthy place for my pension

How has Paul Sanders helped you?

Always there with sound and innovative advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not really

Paul's reply

Dear Robert Thank you for the review. It is a pleasure looking after you. Speak soon Paul

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

Having very good independent financial advice is very important

How has Paul Sanders helped you?

Trustworthy, professional, expert in his field

Have you seen the outcome you were hoping for?

Yes - a great service

Paul's reply

Dear Adam Thank you. It is a pleasure looking after you. Speak soon. Paul

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in West Sussex

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

3 old pensions which would be better consolidated

How has Paul Sanders helped you?

Paul took me through the different options and considered my age, working expectations and the type of lifestyle I would like upon retirement. Since initially consolidating my pensions, we have reviewed my SIPP to ensure it is covering my needs and I keep Paul appraised of any changes to my situation so we can ensure I have the best for me.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

I am happy with the service received

Paul's reply

Dear Jane Thank you for the review. It's a pleasure looking after you. Speak soon. Paul

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Suffolk

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

Company pension and subsequent retirement

How has Paul Sanders helped you?

Set up of drawdown pension, regular reviews, retirement financial advice.

Have you seen the outcome you were hoping for?

Generally yes, in challenging market

What could they have done better?

Fully satisfied

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Kent

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

I am reaching retirement age, and was looking for independent advice to make sure I could afford to retire comfortably.

How has Paul Sanders helped you?

I was looking for advice regarding my pension and retirement. Paul gave me excellent advice around my pension, but also gave me great financial advice on forward planning that I had not even considered. This was given not only in a professional manner, but also in a friendly way so that I could easily understand all the issues, in what is becoming a complex matter. Fo anyone seeking fantastic independent advice look no further.

Have you seen the outcome you were hoping for?

Yes I have been given great advice.

What could they have done better?

Nothing

Paul's reply

Dear Neil Thanks for the review. Kind regards Paul

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Essex

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

They where our company pension adviser’s

How has Paul Sanders helped you?

His advice,explanations are very good.

Have you seen the outcome you were hoping for?

Yes strong growth and financial stability in retirement

What could they have done better?

Nothing

Paul's reply

Hi Peter Thank you for the review. I look forward to catching up soon. Kind regards Paul

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Hampshire

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

I wanted to obtain independent financial advice from a trustworthy adviser

How has Paul Sanders helped you?

5 years

Have you seen the outcome you were hoping for?

My investments have maintained the value that I expected relative to global financial markets

What could they have done better?

Paul has always listened to my requests, concerns and opinions then communicated financial options and outcomes to me in a clear and concise manner.

Paul's reply

Dear Rob and Sue Thank you for the review. It's a pleasure looking after you both. Kind regards Paul

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Suffolk

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

Retirement planning

How has Paul Sanders helped you?

Given clear and honest advice and advised caution when appropriate.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Paul's reply

Dear Nicky and Pete Thank you for the review. It's a pleasure looking after you both. Kind regards Paul

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Suffolk

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

This was arranged by my employer MSC Shipping

How has Paul Sanders helped you?

Good clear advice and making the workings of pension’s easier to understand.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing all good

Paul's reply

Dear Nick Thank you for the review. It's a pleasure looking after you both. Kind regards Paul

First impression from a user who is not yet a client

October, 2022

Overall

Please provide a brief comment about your experience with Paul

Had a really lovely chat with Paul who gave my partner and I some much needed reassurances about our financial plans, great tips, and introduced us to some contacts to help with our specific needs. Thanks so much!

First impression from a user who is not yet a client

October, 2022

Overall

Please provide a brief comment about your experience with Paul

First Impression very good, based on first phone call conversation

First impression from a user who is not yet a client

October, 2022

Overall

Please provide a brief comment about your experience with Paul

Very confident Advisor who listened to me and was direct with the initial advice

First impression from a user who is not yet a client

September, 2022

Overall

Please provide a brief comment about your experience with Paul

Very professional but friendly meeting which answered all my questions and I felt that Paul had my best interests at heart.

First impression from a user who is not yet a client

August, 2022

Overall

Please provide a brief comment about your experience with Paul

A very pleasant person to talk to, having extreme patience when communicating with someone -me- who has a hearing deficiency, and is clear when offering advice.

Paul's reply

Dear Phillip Thank you very much for the review. It was lovely speaking to you. Kind regards Paul

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Bristol

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

Had money to invest

How has Paul Sanders helped you?

He has given good advice which I am happy to follow.

Have you seen the outcome you were hoping for?

Yes in most cases

Paul's reply

Dear Carol Thank you for the review. It is a pleasure looking after you. Kind regards Paul

First impression from a user who is not yet a client

August, 2022

Overall

Please provide a brief comment about your experience with Paul

Paul was very professional and explained everything clearly

Paul's reply

Dear Lorraine Thank you very much for your review. I enjoyed our conversation. Kind regards Paul

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

We had money sitting not working well for us !

How has Paul Sanders helped you?

Merged our assets into investments that initially gained value, until the downturn this year.

Have you seen the outcome you were hoping for?

Yes and no due the recent downturn in investment.

What could they have done better?

Probably not.

Paul's reply

Dear Tom Thank you for the review. It is a pleasure looking after you both. Kind regards Paul

First impression from a user who is not yet a client

July, 2022

Overall

Please provide a brief comment about your experience with Paul

Pleasant, knowledgeable and direct. We found the initial conversation to be informative and look forward to the discovery meeting.

Paul's reply

Dear Colin Thank you for the feedback. I enjoyed speaking to you both. Kind regards Paul

First impression from a user who is not yet a client

July, 2022

Overall

Please provide a brief comment about your experience with Paul

Paul was very knowledgeable and provided honest, very helpful advice and perspective.

Paul's reply

Dear Rob Thank you. It was a pleasure speaking to you. Best wishes Paul

First impression from a user who is not yet a client

June, 2022

Overall

Please provide a brief comment about your experience with Paul

Paul seems very knowledgeable, honest and can explain things in words I can understand.

Paul's reply

Dear Justine Thank you very much for the review. Kind regards Paul

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Suffolk

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

As arranged by former employer

How has Paul Sanders helped you?

Explaining the complexities of drawdown in a simple way.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul's reply

Dear Nick Thank you for your review. It is a pleasure looking after you both. Best wishes Paul

Review from verified client

April, 2022

Overall

Advice

Service