Paul's reviews
Reviewed for
Insurance and Protection ( 45 )
Mortgages ( 26 )
Pensions ( 234 )
Equity Release ( 10 )
Retirement income (annuities, drawdown) ( 127 )
Investments and Savings ( 212 )
Pension Transfers - Non Specialist ( 38 )
Inheritance Planning ( 61 )
Long Term Care ( 19 )
Pension Transfers - Specialist ( 29 )
Financial Planning ( 132 )
Financial Mentoring ( 29 )
Financial Coaching ( 7 )
( 2 )
Reviewers' assets
£500k+ ( 21 )
£200k - £500k ( 51 )
£100k - £200k ( 37 )
£50k - 100k ( 29 )
Up to £50k ( 27 )
Review
by a verified client in Cornwall
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To invest
How has Paul Grey helped you?
Good advice
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 Nick, the feedback, as always, is welcomed and really appreciated.Review
by a verified client in Cornwall
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Change of mortgage some years ago
How has Paul Grey helped you?
Brought together all of my pension pots, sorted mortgage, ongoing advice.
Have you seen the outcome you were hoping for?
Yes, i have always been pleased with the service from Paul and the team
What could they have done better?
Nothing really
Paul:
Thank you for taking the time to leave the review Nick, the feedback, as always, is welcomed and really appreciated.Review
by a verified client in Dorset
17 days 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?
Advised on the different ways to invest my pension pot
Have you seen the outcome you were hoping for?
Yes, ongoing
What could they have done better?
Mind readers of the stock exchange
Paul:
Thank you for taking the time to leave the review Adrian, the feedback is always welcomed and really appreciated.Review
by a verified client in Leicestershire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
There was no yearly review from my previous adviser.
How has Paul Grey helped you?
Paul has help with pension advice in great detail.
Have you seen the outcome you were hoping for?
The outcome is better than I was expecting.
What could they have done better?
All as gone extremely well with advice, communication and yearly review.
Paul:
Thank you for taking the time to leave the review John, the feedback is always welcomed and really appreciated.Review
by a verified client in Cornwall
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed financial advice
How has Paul Grey helped you?
Paul is always at the end of a phone or email. When my husband passed away unexpectedly Paul and Philly were very supportive.
Have you seen the outcome you were hoping for?
I hope so, but I have a long time until I retire.
What could they have done better?
I wish I put more into my Pension and investments when I was younger.
Paul:
Thank you for taking the time to leave a review Helen, the feedback is always welcomed and really appreciated.