Paul Sanders

Paul Sanders

The Private Office

Paul's reviews

Reviewed for

Insurance and Protection ( 7 )

Mortgages ( 4 )

Pensions ( 88 )

Equity Release ( 5 )

Retirement income (annuities, drawdown) ( 72 )

Investments and Savings ( 84 )

Pension Transfers - Non Specialist ( 15 )

Inheritance Planning ( 34 )

Long Term Care ( 3 )

Pension Transfers - Specialist ( 5 )

Financial Planning ( 51 )

Financial Mentoring ( 6 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 33 )

£200k - £500k ( 23 )

£100k - £200k ( 5 )

( 1 )

£50k - 100k ( 2 )

Review

by a verified client in West Yorkshire

10 days ago

Overall

Advice

Service

Value

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

Required advice on investments.

How has Paul Sanders helped you?

With the necessary advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

Review

by a verified client in Suffolk

13 days ago

Overall

Advice

Service

Value

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

n/a

How has Paul Sanders helped you?

Sound advice with my pension and financial planning, Paul understands the market and takes time to explain in detail what options are available and shows real passion and care towards your circumstances.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

n/a

Review

by a verified client in London

18 days ago

Overall

Advice

Service

Value

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

Divorce settlement

How has Paul Sanders helped you?

Initially looking at long-term goals and my risk profile, then fine-tuning some strategies to suit me.

Have you seen the outcome you were hoping for?

So far, so good.

What could they have done better?

Cannot think of anything

Review

by a verified client in Surrey

21 days ago

Overall

Advice

Service

Value

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

Inheritance

How has Paul Sanders helped you?

Paul and his colleague Emily spent a lot of time initially establishing our requirements and attitudes to risk which are reviewed on a regular basis.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can't think of anything, apart from forecasting the lottery numbers! ?

Review

by a verified client in Warwickshire

21 days ago

Overall

Advice

Service

Value

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

TOO LONG AGO TO MENTION

How has Paul Sanders helped you?

EXCELLENT ADVICE FOR OUR PENSIONS AND FUTURE PLANNING.

Have you seen the outcome you were hoping for?

ABSOLUTELY

What could they have done better?

NOTHING.