Paul's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 2 )
Pensions ( 61 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 13 )
Auto Enrolment ( 1 )
Investments and Savings ( 21 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 5 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 1 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 9 )
£100k - £200k ( 6 )
Up to £50k ( 5 )
£50k - 100k ( 4 )
Review
by a verified client in Surrey
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous advisor retired
How has Paul Campion helped you?
He agreed to become my financial adviser
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Paul:
HNY Susanna and thank you for your kind words.Review
by a verified client in Cheshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to retire within the next 5 years and wanted to know what options we had in respect to the value of existing pensions
How has Paul Campion helped you?
Paul reviewed all our pension details into a concise clear report. He provided options from which we were able to make informed choices
Have you seen the outcome you were hoping for?
Too early to say
What could they have done better?
Nothing
Paul:
Thanks for your kind words. I look forward to working with you in the coming years to give you the retirement you both want.Review
by a verified client in Cheshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance.
How has Paul Campion helped you?
Paul helped me by advising me on what to invest my money in, and also set up a pension for me.
Have you seen the outcome you were hoping for?
Yes, I have seen a good outcome so far.
What could they have done better?
It would have been nice to have met Paul in person however using Zoom wasn’t an issue.
Paul:
Thanks for your kind words Alastair and hopefully we can meet up at your new house next year.Review
by a verified client in Cheshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I changed jobs and wanted to review my finances and decided to look for a fresh start with a new advisor.
How has Paul Campion helped you?
He helped with transferring pensions, advice on ISA and general saving for retirement advice.
Have you seen the outcome you were hoping for?
Yes
Paul:
Thanks for your kind words Deborah.Review
by a verified client in Manchester
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted a long overdue pension review for myself & my husband.
How has Paul Campion helped you?
He looked at my what was current pension and how it was performing & broke down all the various options in very easy to understand information.
Have you seen the outcome you were hoping for?
Yes indeed I have, so pleased with the smooth transfer of my pension & starting another one for my husband. I love the new pension provider, they & my fund fit in with the values that I hold. Because of Paul’s help I also feel a way forward with retirement too.
What could they have done better?
Nothing
Paul:
It's my pleasure Fiona and thanks for your kind words.