Paul Standerwick

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

MLP have been looking after my pension for a number of years, wanted advice on the IHT aspects regarding the new rules.

How has Paul Standerwick helped you?

My wife and I met Paul at the office and discussed in detail the options available. One thing I do appreciate is that Paul does not rush you into choosing an option. Once my wife and I decided which options were most suitable, we met with Paul again and finalised the options, Paul then introduced us to Leigh Loney who was very helpful in setting up all the administration / paper work. Kept me informed all the way through which was very much appreciated.

Have you seen the outcome you were hoping for?

Too early to tell, especially with the current market situation.

What could they have done better?

Nothing – completely satisfied with all aspects.

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

investing in a SIPP

How has Paul Standerwick helped you?

Paul (MLP) has managed my pension for a number of years now

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

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

Pension and investments

How has Paul Standerwick helped you?

Paul has guided me through setting up a pension and some longer term financial investments

Have you seen the outcome you were hoping for?

The markets have been turbulent since I invested but my investments are longer term so this doesn’t bother me overly.

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

I needed some advice

How has Paul Standerwick helped you?

With mortgages, pensions, investments, life insurance

Have you seen the outcome you were hoping for?

With mortgages and pensions yes. Thankfully the life insurance has not been tested yet.

What could they have done better?

Nothing.

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

I initially sought a financial advisor to help consolidate my old pensions and plan for retirement, given the complexity of my situation after living abroad, and Paul’s expertise made all the difference.

How has Paul Standerwick helped you?

Paul Standerwick has been a game-changer for my financial peace of mind. His expert advice made sense of my scattered pensions, consolidating them into a single, manageable plan with ease. He guided me through new pension options and transfers, ensuring everything aligned perfectly with my retirement goals. I didn’t realise how much smoother this could be until he stepped in. Plus, with MLP Wealth managing my stock-tracked pension, Paul’s tailored approach has me feeling confident about my investments, even in a tricky market. He’s not just an advisor; he’s a trusted partner who genuinely cares about getting it right for me.

Have you seen the outcome you were hoping for?

Absolutely, and then some! I hoped for a clearer path to retirement and better control over my pensions, but Paul’s expertise has exceeded that. My consolidated pension is streamlined, the transfers were spot-on, and my stock-tracked pension is performing better than I imagined.

What could they have done better?

Paul’s been fantastic, so it’s hard to pinpoint much! If anything, maybe he could’ve shared a bit more about the behind-the-scenes of how MLP Wealth picks investments because I’m curious. But really, it’s a small thing, and I’m thrilled with how everything’s turned out.