Paul's reviews
Reviewed for
Insurance and Protection ( 46 )
Mortgages ( 26 )
Pensions ( 250 )
Equity Release ( 10 )
Retirement income (annuities, drawdown) ( 140 )
Investments and Savings ( 225 )
Pension Transfers - Non Specialist ( 43 )
Inheritance Planning ( 66 )
Long Term Care ( 22 )
Pension Transfers - Specialist ( 32 )
Financial Planning ( 145 )
Financial Mentoring ( 33 )
Financial Coaching ( 8 )
( 2 )
Reviewers' assets
£500k+ ( 23 )
£200k - £500k ( 54 )
£100k - £200k ( 44 )
Up to £50k ( 27 )
£50k - 100k ( 31 )
Review
by a verified client in Cornwall
a month ago
Overall
Advice
Service
Value
How has Paul Grey helped you since your last review?
It's not long since the review so we haven't spoken.
Paul:
Thank you for taking time to leave the review Joan. The feedback is always really appreciated and extremely helpful for other potential clients.Review
by a verified client in Cornwall
a month ago
Overall
Advice
Service
Value
How has Paul Grey helped you since your last review?
Always gives good advice
Paul:
Thank you for taking time to leave the review Eunice. The feedback is always really appreciated and extremely helpful for other potential clients.Review
by a verified client in East Sussex
a month ago
Overall
Advice
Service
Value
How has Paul Grey helped you since your last review?
Paul has always given me valuable advice which has translated into the continued and positive growth of my investments since I began working with Paul in 2017. Paul knowledge and insights and results mean that I have a very reliable FA who I trust to give me the best advice.
Paul:
Thank you for taking time to leave the review Simon. The feedback is always really appreciated and extremely helpful for other potential clients.Review
by a verified client in Cornwall
a month ago
Overall
Advice
Service
Value
How has Paul Grey helped you since your last review?
Paul has been great. He’s helped us in sorting a pension, transferring all to one. Leaving one where it is as it’s doing well which I found refreshing and honest. We now have a plan and it’s made us both feel safer. His secretary is lovley also.
Paul:
Thank you for taking time to leave the review Jasmine. The feedback, as always, is greatly appreciated and extremely helpful for others who are potentially looking for financial advice.Review
by a verified client in Dorset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Paul Grey helped you?
Advice, guidance, managing our finances
Have you seen the outcome you were hoping for?
Yes
Paul:
Thank you for taking time to leave the review Alison. The feedback is greatly appreciated and extremely helpful for others who are potentially looking for financial advice.