Paul's reviews
Reviewed for
Insurance and Protection ( 42 )
Mortgages ( 26 )
Pensions ( 223 )
Equity Release ( 10 )
Retirement income (annuities, drawdown) ( 120 )
Investments and Savings ( 207 )
Pension Transfers - Non Specialist ( 37 )
Inheritance Planning ( 56 )
Long Term Care ( 18 )
Pension Transfers - Specialist ( 28 )
Financial Planning ( 123 )
Financial Mentoring ( 28 )
Financial Coaching ( 5 )
( 1 )
Reviewers' assets
£500k+ ( 20 )
£200k - £500k ( 48 )
£100k - £200k ( 36 )
£50k - 100k ( 29 )
Up to £50k ( 27 )
Review
by a verified client in Somerset
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need to receive trustworthy pension advice
How has Paul Grey helped you?
Really comprehensive service
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Paul:
Thank you for taking the time to leave the review Peter, as always, it is really appreciated.Review
by a verified client in Cornwall
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial Advice following my Retirement from work and he had taken over from my previous financial advisor
How has Paul Grey helped you?
He advised me on the investment to increase my Isa by transferring an investment to the one I have with Aviva
Have you seen the outcome you were hoping for?
I have not done it as yet
What could they have done better?
Nothing
Paul:
Thank you for taking the time to leave the review Hilary, it is really appreciated.Review
by a verified client in Cornwall
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Have been with the company a long time
How has Paul Grey helped you?
Advice on my pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Happy with the present arrangement
Paul:
Thank you for taking the time to leave the review Sandra, it is really appreciated.Review
by a verified client in Cornwall
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Connection with family already receiving help and advice from Paul.
How has Paul Grey helped you?
Pensions and future proofing. How to improve the potential return
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing.
Paul:
Thank you for taking the time to leave the review Patricia, as always, it is really appreciated.Review
by a verified client in Cornwall
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and investments.
How has Paul Grey helped you?
Staying up to date with current valuations and how to improve growth
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Paul:
Thank you for taking the time to leave the review Barbara, as always, it is really appreciated.