Paul Grey

What were the circumstances that caused you to initially look for an adviser?

We had money to invest.

How has Paul Grey helped you?

He keeps us updated on our investments

Have you seen the outcome you were hoping for?

Yes we have

What could they have done better?

Paul does the best for us and advises us excellently

What were the circumstances that caused you to initially look for an adviser?

To ensure my private pension is regularly reviewed and is adjusted where required to ensure a good return.

How has Paul Grey helped you?

Paul will look at how I can change my risk levels and investments that best suit my expectations and ultimately for a good return on my investments. He is always clear about any risks involved with my pension and will always ensure that I'm totally happy with adjustments to my portfolio to improve my investments, and keep me updated on charges made to my pension.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

As I had changed employment over the years, I had several pension pots. I asked for Pauls advice on how to manage them and move forward with growing them to ensure I was financially secure once I reached retirement age.

How has Paul Grey helped you?

Paul was able to manage the pension pots and then invest them. I am now able to have a clear picture on how my pension is growing so I am able to make financial decisions in the future.

Have you seen the outcome you were hoping for?

It is moving in the right direction.

What could they have done better?

Probably should have contacted Paul sooner!

What were the circumstances that caused you to initially look for an adviser?

I had some money to invest and wanted to plan for retirement.

How has Paul Grey helped you?

Paul has given me clear, no nonsense advice and helped me understand my financial options regarding investing & pensions.

Have you seen the outcome you were hoping for?

Yes, I have now had two annual reviews and feel his advice is paying off, as well as showing me that I have options about when I can retire.

What could they have done better?

Nothing. I trust his advice and only wish I’d found him sooner.

What were the circumstances that caused you to initially look for an adviser?

Pensions and investments.

How has Paul Grey helped you?

Paul has helped us to plan for our financial future, through our changing circumstances.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, excellent service.