Paul Grey

Paul Grey

TFA - Trusted Financial Advice

Paul's reviews

Reviewed for

Insurance and Protection ( 37 )

Mortgages ( 26 )

Pensions ( 203 )

Equity Release ( 10 )

Retirement income (annuities, drawdown) ( 111 )

Investments and Savings ( 186 )

Pension Transfers - Non Specialist ( 37 )

Inheritance Planning ( 45 )

Long Term Care ( 16 )

Pension Transfers - Specialist ( 28 )

Financial Planning ( 105 )

Financial Mentoring ( 26 )

Financial Coaching ( 5 )

Reviewers' assets

£500k+ ( 16 )

£200k - £500k ( 44 )

£100k - £200k ( 32 )

Up to £50k ( 22 )

£50k - 100k ( 27 )

Review

by a verified client in Dorset

7 days ago

Overall

Advice

Service

Value

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.

Paul:

Thanks for taking the time to leave the review Clive, as always, its very much appreciated.
Review

by a verified client in Cornwall

8 days ago

Overall

Advice

Service

Value

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.

Paul:

Thanks for taking the time to leave the review Nigel, all feedback is appreciated and openly received.
Review

by a verified client in Dorset

8 days ago

Overall

Advice

Service

Value

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

Plan for our future financial requirements.

How has Paul Grey helped you?

Paul has advised us on how best to invest for our future retirement needs.

Have you seen the outcome you were hoping for?

Yes, we are very happy with everything Paul has done for us.

What could they have done better?

Nothing. We could have done better by finding him earlier.

Paul:

Thanks for taking the time to leave the review Chris, as always, all feedback is openly received.
Review

by a verified client in Somerset

10 days ago

Overall

Advice

Service

Value

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

Paul was recommended to me when I was becoming self employed after years of being employed with a company pension.

How has Paul Grey helped you?

Paul has kept me up to date on a regular basis

Have you seen the outcome you were hoping for?

Yes, I have seen growth in my portfolio since I started with Paul despite covid, wars and other factors that have impacted the economy

Paul:

Thanks for taking the time to leave the review Ben, all feedback is openly received.
Review

by a verified client in Dorset

16 days ago

Overall

Advice

Service

Value

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

Pension planning

How has Paul Grey helped you?

Clear concise advice with no jargon

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 the review Cheryl, all feedback is greatly appreciated.