Paul Glover

Repeat review from verified client

March, 2024

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

By advising me on champ required to meet my goals

Repeat review from verified client

March, 2024

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

Paul has kept in regular contact to provide advice and reassurance at this new chapter of our lives . It’s crucial for us to feel supported as we navigate around our pensions now we are retired. We have bi-annual reviews with Paul, and he explains everything thoroughly . He is always at the other end of the phone /email for any queries we may have. We feel valued .

Repeat review from verified client

March, 2024

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

Always helpful

Repeat review from verified client

March, 2024

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

Paul keeps me updated on my investments

Repeat review from verified client

March, 2024

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

Paul continues to support us as world affairs affect our investments. It gives us comfort to be in regular contact with him as we begin our journey into early retirement.

Repeat review from verified client

March, 2024

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

Not applicable

Repeat review from verified client

March, 2024

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

Annual review of pension, savings and retirement planning

Paul's reply

Thank you Colin Really appreciate you taking the time. See you soon Paul

Repeat review from verified client

March, 2024

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

Pensions & Trust Funds advice.

Paul's reply

Thank you Bill Much appreciated. See you soon Paul

Repeat review from verified client

March, 2024

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

Paul, has advised on a regular basis both for my company and my employees, as well as for me on a personal basis. He has helped manage my pension savings, and advised on strategy and improvements.

Paul's reply

Thank you Andy Much appreciated. See you soon Paul

Repeat review from verified client

February, 2024

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

Tax and investment planning regarding my parents estate

Repeat review from verified client

February, 2024

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

Reassured and explained why the financial goings on in the world economy had contributed to the massive reduction in my pension pot and as previous it would recover...... it has.

First impression from a user who is not yet a client

December, 2023

Please provide a brief comment about your experience with Paul

Took time to explain. Was obviously interested in my financial position and left me feeling confident that he will act in my best interests. I feel confident to follow his financial advice.

Repeat review from verified client

December, 2023

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

Paul has talked me through my pension plan, in detail.

Review from verified client

November, 2023

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

Approaching retirement

How has Paul Glover helped you?

Good financial advice

Have you seen the outcome you were hoping for?

Too early but all looks promising

What could they have done better?

Nothing

Review from verified client

March, 2023

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

To review and consolidate pensions

How has Paul Glover helped you?

he has sorted out our pensions and life cover.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

March, 2023

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

I wished to make sure my pension was invested well to make sure I had an income when I retired

How has Paul Glover helped you?

Paul has helped to minimise loss by advising me where to invest my pension and who with for maximum gain.

Have you seen the outcome you were hoping for?

I'm extremely happy with performance of my pension to date and the help given by Paul

What could they have done better?

I don't think there's any improvement necessary as I'm happy with the level of service provided

Repeat review from verified client

March, 2023

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

Available to talk to when necessary

Review from verified client

March, 2023

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

Wanted an advisor that would explain in detail long term forecast based on current financial situation and also be pro-active in reviewing / explaining options.

How has Paul Glover helped you?

Very clear explanation of options / investments available and a detailed long term forecast of financials / investments.

Have you seen the outcome you were hoping for?

Exceeded initially expectation.

What could they have done better?

Nothing

Paul's reply

Thank you so much Gabriel for the amazing feedback. Its really appreciated. Paul

Repeat review from verified client

March, 2023

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

Paul is always available to help with any financial questions we have. Always found him to be extremely helpful and available and he offers sound financial advice. Always the professional. Happy to recommend Paul to anymore requiring accurate financial advise and planning.

Repeat review from verified client

January, 2023

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

Paul continues to provide excellent advice and recommendations to improve our retirement planning options.

Paul's reply

Thank you so much Stu for your review. I am blessed to have such amazing clients like yourself.

Review from verified client

December, 2022

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

Pension Advice

How has Paul Glover helped you?

Pension Advice

Have you seen the outcome you were hoping for?

Yes, however, the markets dictate my pension

What could they have done better?

The advice is good.

Review from verified client

November, 2022

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

We needed to pull everything together and get some advice from a specialist.

How has Paul Glover helped you?

Paul has helped us get value for money from our investments and pensions - he has found areas where we were paying for things that were not beneficial to us and then moved everything into places that now make things work for us. We now have a far more secure future to look forward to.

Have you seen the outcome you were hoping for?

No one has due to the recent market situation but we are happy and confident that things will improve long term - we are still in a better position that we were.

What could they have done better?

Nothing

Paul's reply

Thank you for the glowing review, Vicky, I really appreciate it. I am privileged to have amazing clients like you and Martyn.

Review from verified client

August, 2022

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

I needed advise for my company and other pensions

How has Paul Glover helped you?

Paul gave me the advice that I needed to make the correct decision regarding my pension.

Have you seen the outcome you were hoping for?

Pensions have been hit hard recently because of the worldwide issue, so maybe not, however, this is not the fault of Paul's advice.

What could they have done better?

Again, because of the financial world issues, I don't think they could have done anything else to improve the situation, all pensions have dropped during the last year or so.

Review from verified client

May, 2022

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

To make sure that we are utilising our tax allowances in a pragmatic way whilst balancing risk and reward.

How has Paul Glover helped you?

Paul has looked at our options and given us sound practical advice to help achieve our aims.

Have you seen the outcome you were hoping for?

Generally, yes. We realise that there is currently a lot of volatility in financial matters, so realistically we are accepting of current performance with our investments.

What could they have done better?

Nothing really. We were made aware of the risks, and accept them.

Review from verified client

May, 2022

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

Retirement

How has Paul Glover helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

Repeat review from verified client

May, 2022

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

Paul has arranged and advised for changes to my personal ISA which reacted well post-coved.

Repeat review from verified client

May, 2022

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

Yes

Repeat review from verified client

March, 2022

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

Paul keeps an eye on our investments and updates us with suggestions to meet our needs.

Repeat review from verified client

March, 2022

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

Paul, is always available to assist when required

Repeat review from verified client

March, 2022

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

Through regular review meetings to help us plan and grow our portfolio. Also specialist advise on pension contributions that have maximised allowances and helped reduce our tax payments.

Paul's reply

Thank you Nick, very much appreciated.

Repeat review from verified client

March, 2022

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

Paul keeps me up to date on my pension and how it's performing and also discussing ideas on improving the performance, also helping me plan my draw down to give best possible results.

Repeat review from verified client

March, 2022

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

always being available for advice in between our annual reviews

Paul's reply

Thank you Colin. very much appreciated.

Repeat review from verified client

March, 2022

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

He’s helped us keep perspective on the effects of the pandemic on our investments

Paul's reply

Thank you Nicki

Repeat review from verified client

March, 2022

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

Paul has helped with all of our financial needs whenever needed and to the highest standard.

Repeat review from verified client

March, 2022

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

Clarified my understanding of pensions drawdown.

Paul's reply

Thank you Bill, much appreciated.

Repeat review from verified client

February, 2022

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

Continues with regular information and advice. Regular investment updates.

First impression from a user who is not yet a client

January, 2022

Please provide a brief comment about your experience with Paul

Paul was very honest and knowledgeable and gave me some food for thought in which direction I may take regarding retirement

Paul's reply

Thank you for the feedback Roy. I hope to hear from you but if I don't then good luck with your plans. Regards Paul

Repeat review from verified client

January, 2022

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

Continued advice on pensions and retirement plans.

Review from verified client

December, 2021

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

A review of our keyman insurance policies and the types of personal and company protection needed in our newly structured business

How has Paul Glover helped you?

Reviewed all of our existing arrangements and provided excellent and considered advice for moving forwards

Have you seen the outcome you were hoping for?

Absolutely

Paul's reply

Thank you Nick.

Review from verified client

December, 2021

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

Nearing retirement

How has Paul Glover helped you?

Advised on pension planning

Have you seen the outcome you were hoping for?

So far my pension has risen steadily since Paul’s advice

What could they have done better?

Nothing

Paul's reply

Thank you Neil. Very much appreciated.

Review from verified client

December, 2021

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

As I am approaching retirement I need to be sure I receive trustworthy advice - Paul Glover provides that.

How has Paul Glover helped you?

With getting my pension and ISAs into good order and long-term financial planning for the future.

Have you seen the outcome you were hoping for?

So far so good!

Review from verified client

December, 2021

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

I was concenred that my pension value hadn't increased in years that it had been with my previous provider.

How has Paul Glover helped you?

I have now transferred to new plan which better suits my situation and needs.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Paul's reply

Thank you Nick.

Repeat review from verified client

December, 2021

This review is a follow-up review from a client who left a review previously.

How has Paul Glover helped you since your last review?

Had a meeting regarding my pension plan, plus follow-up emails.

Review from verified client

November, 2021

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

My husband and I needed advice on the best pension investments for us both as well life insurance options and how best to invest savings for our two children.

How has Paul Glover helped you?

Paul has helped us to transfer to a new pension scheme and has advised on our best life insurance and CIC options. He has also helped us set up stocks and shares ISA's for our children.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

November, 2021

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

I was looking for advice on how to optimise my pensions.

How has Paul Glover helped you?

Paul, broke down the options & put them in layman’s terms

Have you seen the outcome you were hoping for?

Too early

What could they have done better?

Nothing

Paul's reply

Thank you Neil Much appreciated. Paul

Review from verified client

November, 2021

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

I needed to review my pension provision with a view to making additional contributions

How has Paul Glover helped you?

Paul undertook a review of my current pension arrangements and carried out a risk comfort exercise before advising me on the best ways of making additional contributions and identified products to that end

Have you seen the outcome you were hoping for?

I have! I was up against quite a tight time-scale as my busienss year-end was approaching and Paul was able to complete all of the background work in very good time, giving me plenty of time to consider the options, and finalise things prior to that date.

What could they have done better?

Really, nothing. I was delighted with the service adn support from Paul and his team throughout

Paul's reply

Hi Anthony Thank you so much, I really appreciate the comments. Regards Paul

Review from verified client

November, 2021

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

We were recommended to contact Paul for advice on our finances

How has Paul Glover helped you?

In many ways! Paul spent time going through our investments and advising on how these could perform better for us and also came up with a plan for us to reduce of outstanding mortgage. He has also put plans in place for our future.

Have you seen the outcome you were hoping for?

Yes - Paul's planning has already provided us with significant savings and better ways of making our money work harder for us.

What could they have done better?

Nothing - I really can't think of anything that I have not been totally happy with.

Paul's reply

Thank you so much Vicky. Much Appreciated. Paul

Review from verified client

February, 2021

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

Initially part of a company advisory package.

How has Paul Glover helped you?

Introduced me to many areas of forward planning towards possible early retirement together with monitory advice in the event of death and the way my estate and pension funds should / could be managed to benefit my wife and further down the line inheritance for my children and grand children. Gave me an understanding of pitfalls of possible second property purchase as a rental income.

Have you seen the outcome you were hoping for?

Following Pauls guidance and utilising his skills and experience the possibility for early retirement is now very much achievable much earlier than expected with a massively increased pension pot than if I had not had his guidance.

What could they have done better?

Nothing, absolutely nothing. Paul gave me the opportunity to up the risk in the way that my pension could grow but following various personality tests he conducted to establish the type of person you were we invested wisely in a way I felt comfortably with. No added pressure.

Review from verified client

January, 2021

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

We had multiple pensions and wanted to consolidate, improve performance and plan retirement strategy.

How has Paul Glover helped you?

Paul has provided excellent advice based on a thorough assessment of our current financial situation and future aspirations.

Have you seen the outcome you were hoping for?

Its early days, but our multiple pension pots are being consolidated and we now have a much clearer understanding about our future financial plans and options.

What could they have done better?

Paul has met all of our financial planning expectations, provided clear advice and is helping us to maximise our retirement income.

Review from verified client

December, 2020

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

I wanted to maximize the potential to retire early

How has Paul Glover helped you?

Advice on pensions options and forward planning to understand what was possible with available funds

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2020

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

Starting my own company

How has Paul Glover helped you?

He advised me on setting up a pension

Have you seen the outcome you were hoping for?

So far so good...

What could they have done better?

The only thing that I struggled with was the technology surrounding the application

Review from verified client

December, 2020

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

Company Pension.

How has Paul Glover helped you?

Paul advised me about the best options for my company pension.

Have you seen the outcome you were hoping for?

Yes, my pension is better than it was originally.

What could they have done better?

As far as I'm aware there is no other information that Paul could have given me. And he has answered all my questions.

Paul's reply

Thank you very much Steve

Review from verified client

November, 2020

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

Starting a new role with Winbro Group where Paul was our advisor

How has Paul Glover helped you?

Paul gave excellent advice on how my pension could work for me as well as consolidating some other portfolios into one account to gain the maximum benefit.

Have you seen the outcome you were hoping for?

Yes - we have one consolidated plan with a variety of investment opportunities and all available to view through the app set up giving instant access and updates.

What could they have done better?

Nothing really - Paul has been clear, supportive and really offered a first class advisory service.

Review from verified client

November, 2020

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

Need to consolidate my pensions

How has Paul Glover helped you?

Consolidation and optimisation of my separate pension plans. He gave me clear and understandable advice that has improved the return on my pensions and investments.

Have you seen the outcome you were hoping for?

Yes absolutely. Paul gave clear unambiguous advice backed up with data that enabled me to make decisions I was comfortable with.

What could they have done better?

Nothing. The service I receive from Paul is excellent.

Review from verified client

July, 2020

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

I needed advice on planning for retirement before it was too late!

How has Paul Glover helped you?

Thorough review of pensions available and gave clear information about how they would work best for me in the window before I decided to finish work. Paul is very patient and listened to gain an understanding of my situation. He also made it easy to ask the naive questions and so I gained a good understanding of what was planned.

Have you seen the outcome you were hoping for?

Yes and in addition updates are regular and thorough.

What could they have done better?

I can't pick any holes in the service I have received from Paul and look forward to our continued contact through the years.

Review from verified client

March, 2020

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

Retirement planning

How has Paul Glover helped you?

Reorganised a range of investments into a more structured strategy with lower charges

Have you seen the outcome you were hoping for?

Ups and down in investments as expected but overall performance good

What could they have done better?

Minor improvements in investment returns reporting

Review from verified client

March, 2020

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

We were unhappy with the service provided by our previous IFA. We have known Paul for a long time and decided to use his services as he is professional, competent and trustworthy.

How has Paul Glover helped you?

He clarified our financial position for us at a crucial time of our lives. He got our investments/pension moving again and was very proactive in achieving this. He gave feedback on our financial position as our existing investments/pension were transferred to those he had recommended to us. He also started the ball rolling through his office with reviewing and updating our wills and with setting up Power of Attorney.

Have you seen the outcome you were hoping for?

So far, so good.

What could they have done better?

To be honest, I'm not sure what else Paul could have done better. We feel reassured and can now look forward to the future with confidence.

Review from verified client

March, 2020

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

Needed some honest information for my future

How has Paul Glover helped you?

Personell visit to my office covered all my requirements

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Paul Was very professional and certainly did not push for immediate decision that was important to me

Review from verified client

March, 2020

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

Needed advise on my pension

How has Paul Glover helped you?

Paul has been advising me on my pension and Best options to improve the performance of my pension and also managing my pension fund

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I find advice given was honest and constructive

Review from verified client

March, 2020

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

I was a contractor in the late 90s and needed financial advice. I have been a customer of Ernest Grant since then

How has Paul Glover helped you?

Paul's advice has been considered, measured and accurate and I have found him to offer good advice and happy to explain the reasons behind his choices.

Have you seen the outcome you were hoping for?

Yes, pension is erforming well and I am very happy so far

Review from verified client

November, 2019

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

Old age coming fast

How has Paul Glover helped you?

Advice on mortgage

Have you seen the outcome you were hoping for?

Not yet

What could they have done better?

Nothing

Review from verified client

October, 2019

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

Setting up pension some years ago

How has Paul Glover helped you?

He presented and delivered the best option for me based upon my expectations

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure

Review from verified client

October, 2019

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

Being self employed and wanting to start a pension

How has Paul Glover helped you?

The risk assessment exercises were very helpful and Paul took time to understand our family circumstances and our business.

Have you seen the outcome you were hoping for?

We were prompted to make some sensible business decisions and get our financial planning organised.

Review from verified client

September, 2019

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

Poor service and high charges from previous IFA

How has Paul Glover helped you?

Carried out a full review, moved investments around and offered advice in other areas eg Wills, Pension, IHT Planning.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing of note.

Review from verified client

July, 2019

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

We were looking to evaluate our financial circumstances as we were both now in our 50's and worried if we had sufficient pension and insurance protection, hence we contacted Paul.

How has Paul Glover helped you?

Paul was extremely helpful and patient with us, helping us to decide which plans best suited our future. He was never pushy with us. He just listened to us and our circumstances and helped advise and guide us. He explained everything from terms and charges and we were very happy with all Paul's help.

Have you seen the outcome you were hoping for?

Absolutely. I would have no hesitation in recommending Paul's services.

What could they have done better?

I cannot fault any of Paul's service. I think he went through everything and explained everything to us.

Review from verified client

July, 2019

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

Company Pension

How has Paul Glover helped you?

Paul gave me advice regarding my pensions.

Have you seen the outcome you were hoping for?

Early days, I only had a meeting with Paul a week ago.

What could they have done better?

Paul supplied me with all the information I required, at present, I don't think Paul could have done anything better. As mentioned earlier it is early days.

Review from verified client

July, 2019

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

To get professional advice on pension.

How has Paul Glover helped you?

Selected suitable product

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

On going appraisal.

Review from verified client

July, 2019

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

my pensions were sitting idle and need some management for them

How has Paul Glover helped you?

as previous Paul gave me some sound advise on which way to go

Have you seen the outcome you were hoping for?

no yet

What could they have done better?

nothing

Review from verified client

May, 2019

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

Pensions and investments

How has Paul Glover helped you?

recommended pension and investments

Have you seen the outcome you were hoping for?

Yes at this stage, however early in the process

Review from verified client

May, 2019

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

Approaching retirement age

How has Paul Glover helped you?

Paul explained how to manage our pensions in the most tax effective way

Have you seen the outcome you were hoping for?

The forecasts look promising

What could they have done better?

Paul did everything possible not sure there was anything else he could have done.

Review from verified client

May, 2019

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

Paul works for Ernest Grant as our Broker for all of our insurances and pensions. Including negotiations

How has Paul Glover helped you?

Paul is very knowledgeable on his subject and gave good up to date advice

Have you seen the outcome you were hoping for?

Yes

Review from verified client

May, 2019

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

Needed to update our savings plans to maximise our returns and minimise taxation.

How has Paul Glover helped you?

Suggested we consolidate our numerous small investments into savings and shares ISA's. We are also looking into Trusts, with his guidance.

Have you seen the outcome you were hoping for?

The above was facilitated and completed. (ISA's)

Review from verified client

May, 2019

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

My late father's Trust was involved with the financial adviser prior to his passing.

How has Paul Glover helped you?

Paul outlined to us the roles, responsibilities and stages of retaining and investing our income as Trustees to provide the best outcome for the beneficiaries.

Have you seen the outcome you were hoping for?

We are in initial investment and discussion stages still but the progress is beginning to show.

What could they have done better?

Outlined from the outset a set figure for all of the work involved and how these fees will be paid.

Review from verified client

May, 2019

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

Retirement advice

How has Paul Glover helped you?

Giving the best advice for our retirement financial needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. We are very happy with the advice given

Review from verified client

May, 2019

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

Investing pensions and retirement lump sums for my wife and myself.

How has Paul Glover helped you?