Paul's reviews
Reviewed for
Insurance and Protection ( 17 )
Mortgages ( 10 )
Pensions ( 156 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 72 )
Auto Enrolment ( 1 )
Investments and Savings ( 59 )
Pension Transfers - Non Specialist ( 32 )
Inheritance Planning ( 7 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 26 )
Financial Planning ( 22 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 28 )
£100k - £200k ( 27 )
Up to £50k ( 25 )
£50k - 100k ( 25 )
Review
by a verified client in Isle of Wight
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Coming up for 60 and helping with and advice with my Pension
How has Paul Wade helped you?
As above
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
It was all good
Review
by a verified client in Isle of Wight
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Nearing retirement and an assortment of pensions
How has Paul Wade helped you?
Experiencent advise.not pushy or rushed.
Have you seen the outcome you were hoping for?
To early to say
What could they have done better?
Nothing springs to mind at the moment.
Review
by a verified client in Isle of Wight
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted some good advice on pension pots
How has Paul Wade helped you?
By explaining my options in an easy to understand way.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in West Sussex
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted advice about my pension
How has Paul Wade helped you?
Transferred my pension
Have you seen the outcome you were hoping for?
Too soon to say but so far so good
What could they have done better?
Nothing
Review
by a verified client in Hampshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To consolidate
How has Paul Wade helped you?
To check any information about old insurance policies
Have you seen the outcome you were hoping for?
Yes totally
What could they have done better?
Nothing