Paul Sanders

Please provide a brief comment about your experience with Paul

Listens carefully, draws up draft plan, gives confidence. Still waiting for proposal

Please provide a brief comment about your experience with Paul

Paul came across really well in our first brief meeting together. He was friendly, personable and most importantly clearly knowledgable and experienced. He clearly explained the service and approach he was recommending after listening to our situation and aspirations and this all made sense to us. We are looking forward to our follow up meeting with him to progress things further.

Please provide a brief comment about your experience with Paul

I had a meeting with Paul to explore my retirement options. I explained my thoughts and he provided very useful commentary on them, also providing additional options I hadn’t considered. I can wholeheartedly recommend Paul and The Private Office.

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

Retirement planning

How has Paul Sanders helped you?

Given pragmatic advice, appropriately tailored to our needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

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

A promotion at work

How has Paul Sanders helped you?

Paul has helped us plan and feel secure about our financial position for our future.

Have you seen the outcome you were hoping for?

Yes, so far!

What could they have done better?

Very little, sometimes could have been a little more responsive, eg. to email etc.