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.