Paul's reviews
Reviewed for
Insurance and Protection ( 12 )
Mortgages ( 21 )
Pensions ( 101 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 18 )
Investments and Savings ( 63 )
Pension Transfers - Non Specialist ( 24 )
Inheritance Planning ( 18 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 18 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 21 )
£200k - £500k ( 20 )
£100k - £200k ( 12 )
Up to £50k ( 13 )
£50k - 100k ( 12 )
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A need for pensions advice and how to invest my money
How has Paul Standerwick helped you?
Paul has given good advice on my pension and investments
Have you seen the outcome you were hoping for?
Yes
Paul:
Dear Colvin, Thank you for taking the time to share your feedback. I’m really pleased to hear that you feel confident you’re on track to achieve your goals and that our regular meetings are supporting your financial journey. It’s also great to know that you find our correspondence clear and that you feel comfortable reaching out whenever questions arise — that openness is key to making financial advice truly effective. I also appreciate your confidence in recommending me to others, and I’m glad the balance we’ve struck between professional guidance and personal comfort feels right to you. Your honesty about your level of expertise and willingness to engage is exactly what allows us to make meaningful progress together. It’s a privilege to support you in managing your pensions, savings and investments. I look forward to continuing our conversations and helping you make informed decisions as your circumstances evolve. Warm regards, PaulReview
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
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.
Paul:
Dear Syrus, Thank you very much for taking the time to leave such a thoughtful review. I am delighted to hear that you and your wife felt fully supported throughout your recent experience with us. It is always our aim to ensure clients feel comfortable and unhurried when making important financial decisions, and I am pleased that approach resonated with you. I am also glad that Leigh’s assistance with the administration and paperwork made the process smoother and kept you well-informed along the way. Helping clients navigate complex matters like Inheritance Tax planning is a key part of what we do, and it has been a pleasure working with you both. We look forward to continuing our relationship and assisting with any future needs. Best regards, Paul StanderwickReview
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
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
Paul:
Thank you, Darran, for taking the time to leave this review. I'm really pleased to hear that your experience has been such a positive one, and that you've seen the outcome you were hoping for. Managing your pension over the years has been a privilege, and it’s great to know that our work together has given you the clarity and confidence you were looking for when you first sought advice. Helping clients plan effectively for their future and feel secure in their financial decisions is exactly what we aim to do. If there’s ever anything more you need or if your goals change over time, please don’t hesitate to get in touch. I look forward to continuing our work together.Review
by a verified client in Worcestershire
2 months ago
Overall
Advice
Service
Value
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.
Paul:
Thank you, Paul, for taking the time to leave such thoughtful feedback. It’s been a real pleasure working with you, and we’re especially pleased to be supporting not just you but your wider family as well. We’re glad to hear that you’ve found our guidance helpful in setting up your pension and longer-term investments. You’ve made a sensible choice in focusing on the bigger picture, especially in light of recent market volatility. Long-term investing is all about staying the course, and it’s great to see your confidence in that approach. We look forward to continuing to support you and your family through every stage of your financial journey.Review
by a verified client in West Sussex
2 months ago
Overall
Advice
Service
Value
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.
Paul:
Dear Andy, Thank you for your review. I’m really pleased to hear that you’ve been happy with the advice and support across your mortgages, pensions, investments, and life insurance. Ensuring everything is well-structured and aligned with your goals is always my priority, so it’s great to know you’re seeing the outcomes you hoped for. And yes, hopefully, the life insurance remains untested for many years to come! That said, it’s reassuring to know you have the right cover in place should it ever be needed. If there’s ever anything more I can do to support you, please don’t hesitate to get in touch. Best regards, Paul Standerwick