Paul's reviews
Reviewed for
Insurance and Protection ( 16 )
Mortgages ( 15 )
Pensions ( 85 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 30 )
Auto Enrolment ( 2 )
Investments and Savings ( 46 )
Pension Transfers - Non Specialist ( 32 )
Inheritance Planning ( 4 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 16 )
Financial Mentoring ( 3 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 21 )
£100k - £200k ( 14 )
£50k - 100k ( 8 )
Up to £50k ( 14 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Paul
Paul is very easy to talk to and he offered me some sound and “human” advice. He didn’t try to hard sell me. What he said made sense for my situation. I would highly recommend him.
Paul:
Thank you so much for you kind review Angela. I was particularly please you said I was easy to talk to as this very important to me. I'm glad you found our chat useful. Anytime you need anything further please feel free to ask. Kind Regards Paul AnsteeReview
by a verified client in Northamptonshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for guidance regarding my finances and although I still work part-time was looking for someone to help me with regard to coninuted planning for my retirement. Paul is highly knowledgable and professional but, at the same time, was able to explain things in a down to earth manner to someone who was a little uncertain regarding investments etc. Paul has been so good in his advice as the circumstances have changed over the years.
How has Paul Anstee helped you?
As I approach full retirement Paul has been able to advise on all aspects of financial planning. This has assured me regarding the future.
Have you seen the outcome you were hoping for?
Really pleased with how things have worked out - which has given me great peace of mind.
What could they have done better?
Not in my opinion. All advice and information has been tailored to my specific needs.
Paul:
Hi Ann I would like to thank you so much for your kind review and may I say put so eloquently. I try to keep all my client discussions as jargon free as possible, which can be very difficult sometimes working in an industry filled with them! Take Care, I look forward to seeing you soon. Paul AnsteeFirst impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Paul
Paul is friendly and approachable, his obvious knowledge of his subject gave me confidence and his clear explanations helped me to understand the best way forward for me at the moment. I look forward to working with him in the future.
Paul:
Hi Jackie Thank you so much for your lovely initial review, very much appreciated. I am very much looking forward to working with you too. Kind Regards Paul AnsteeReview
by a verified client in Northamptonshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for advice on savings investments that were better than high street rates.
How has Paul Anstee helped you?
Paul advised on various types of investment or savings schemes.
Have you seen the outcome you were hoping for?
Considering the state of global volatility we have done acceptably well.
What could they have done better?
Don't know.
Paul:
Hi Ted & Diane Thank you so much for taking to the time to do this review and for you thoughtful and of course very accurate response :-) I very much appreciate all your comments, very kind of you both. Kind Regards Paul AnsteeReview
by a verified client in Northamptonshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
On behalf of my brother who struggles with financial understanding. He was as approaching retirement age but was unable to work his last 16 months due to health issues
How has Paul Anstee helped you?
Paul help us understand my brother pension policies and help us put a plan together to enable my brother to retire early
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing, Paul gave an excellent comprehensive service
Paul:
Hi David Thank you so much for you kind review, very much appreciated. Take care catch up soon. Paul Anstee