Paul's reviews
Reviewed for
Insurance and Protection ( 34 )
Mortgages ( 26 )
Pensions ( 194 )
Equity Release ( 10 )
Retirement income (annuities, drawdown) ( 110 )
Investments and Savings ( 175 )
Pension Transfers - Non Specialist ( 36 )
Inheritance Planning ( 43 )
Long Term Care ( 16 )
Pension Transfers - Specialist ( 28 )
Financial Planning ( 96 )
Financial Mentoring ( 24 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 41 )
£100k - £200k ( 31 )
£50k - 100k ( 25 )
Up to £50k ( 20 )
Review
by a verified client in Hampshire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a previous advisor who was not providing any value. My pension wasn’t being checked and growing as I had hoped.
How has Paul Grey helped you?
Paul went out of his way to bring my pension plan up to date.
Have you seen the outcome you were hoping for?
Yes, my pension is now in good hands.
Paul:
Thanks for taking the time to leave a review Damian, I'm glad to be able to help and look forward to working with you moving forward.Review
by a verified client in Northamptonshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
How to best protect my savings and grow them
How has Paul Grey helped you?
By moving my money around,be it ISAs or pension funds so as to get the most out of them.
Have you seen the outcome you were hoping for?
Yes,and more as I don’t have any idea as to where to put investments especially in the transition between working and then reaching retirement age.
What could they have done better?
Nothing
Paul:
Thanks for taking the time to leave a review Brian, as always, its rally appreciated and the feedback is welcomed.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?
Several years ago I had 4-5 different pensions and I wanted to someone I could trust to be able to sort them out into one pension plan and at the time to draw out the some.
How has Paul Grey helped you?
Paul came to see me and went over all my details, pensions etc and Paul sorted the whole lot
Have you seen the outcome you were hoping for?
Yes the outcome was more than I hoped for!
What could they have done better?
I can honestly say, Nothing! Perfect outcome!
Paul:
Thanks for taking the time to leave a review David, as always, the feedback is welcomed.Review
by a verified client in Cornwall
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To get our pensions into one place.
How has Paul Grey helped you?
He sorted everything out for us. He even told us to leave one where it was as it would be better for us.
Have you seen the outcome you were hoping for?
Yes and no. The market is hard at the moment through no fault of Paul’s. It’s great to have most of our pensions into one place. Paul has shown us what we will have on retirement which was a big releif. He got us to think more about our futures.
What could they have done better?
Waved a magic wand at the markets lol
Paul:
Thanks for taking the time to leave a review Jasmine, the feedback is always welcomed.Review
by a verified client in Cornwall
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to combine old pensions
How has Paul Grey helped you?
Combined old pensions to help them grow better
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Paul:
Thanks for taking the time to leave a review Claire, feedback is always welcomed and I would be open to hear how I could improve my service.