Paul Grey

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

Planning for retirement and safeguarding our family.

How has Paul Grey helped you?

Clear advice that is easy to understand.

Have you seen the outcome you were hoping for?

Not yet

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

Security for the future

How has Paul Grey helped you?

By consolidating and reassuring our needs can be met

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, we are trusting and understand the various markets and believe we are in good hands

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

I helped start the company

How has Paul Grey helped you?

By giving good advice.

Have you seen the outcome you were hoping for?

Yes

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

Help with advice on maturing pensions.

How has Paul Grey helped you?

He has advised me on planning and investing my pension for the near future.

Have you seen the outcome you were hoping for?

Yes a steady growth.

What could they have done better?

Nothing,I am happy with his advice on planning and investing that has been done.

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

I had a number of investments that I had purchased over a number of years and felt it would be sensible to get them reviewed by a professional adviser and rationalise my overall portfolio.

How has Paul Grey helped you?

He reviewed my various investments and pensions and advised me with regard to changes and improvements needed.

Have you seen the outcome you were hoping for?

Yes, I am totally satisfied with Paul’s advice and am confident that the intended outcome has been achieved.

What could they have done better?

I am not aware of anything Paul could have done better.