Paul's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 15 )
Pensions ( 16 )
Retirement income (annuities, drawdown) ( 11 )
Investments and Savings ( 23 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 7 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 16 )
Financial Mentoring ( 3 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 2 )
£100k - £200k ( 4 )
Up to £50k ( 5 )
£50k - 100k ( 3 )
Repeat review
by a verified client in Ayrshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Paul McFarlane helped you since your last review?
Kept in touch with regular updates on my portfolio and quick response to any questions I have
Repeat review
by a verified client in Essex
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Paul McFarlane helped you since your last review?
It means I don’t have to worry about my finances as they will be looked after well
Repeat review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Paul McFarlane helped you since your last review?
Paul’s advice has helped me and my family enormously in various financial matters
Review
by a verified client in Berkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanting an expert independent opinion on an investment strategy.
How has Paul McFarlane helped you?
Researched the strategy, provided questions for the provider, vetted the advice.
Have you seen the outcome you were hoping for?
Exactly what I asked for.
What could they have done better?
Nothing.
Paul:
Thanks Steve!Repeat review
by a verified client in Surrey
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Paul McFarlane helped you since your last review?
Paul has regularly assessed my investment profile and recommended adjustments when appropriate.