Paul's reviews
Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 57 )
Pensions ( 5 )
Investments and Savings ( 6 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 1 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 3 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 3 )
£100k - £200k ( 5 )
£50k - 100k ( 2 )
Up to £50k ( 10 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Cambridgeshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having a managed pension
How has Paul Gray helped you?
Given advice with my pension. Tried to obtain home insurance quotes.
Have you seen the outcome you were hoping for?
Early days at the moment.
What could they have done better?
No problems.
Review
by a verified client in Oxfordshire
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Remortgage
How has Paul Gray helped you?
Helped us get the best available market rate and avoid going onto the incumbent provider's very high standard variable rate
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in London
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgage Renewal
How has Paul Gray helped you?
Strong advice and a smooth process on Paul's part.
Have you seen the outcome you were hoping for?
Yes - all as designed initially.
What could they have done better?
Nothing I can think of.
Review
by a verified client in London
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I initially contacted Paul (on the recommendation of a colleague) to arrange a mortgage. Having secured a mortgage in 2021, my partner and I subsequently remortgaged via Paul in 2023.
How has Paul Gray helped you?
In addition to historic mortgage advice, this year Paul has helped me personally to secure income protection and life insurance.
Have you seen the outcome you were hoping for?
Very much so.
What could they have done better?
Nothing as far as I'm aware!
Review
by a verified client in London
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
This was our first home purchase, and Paul was referred to our by a friend.
How has Paul Gray helped you?
He was extremely helpful in explaining the whole house buying process in layman's terms to a couple who were fairly oblivious to it all! Not only that but he went the extra mile to answer questions which weren't necessarily part of his remit.
Have you seen the outcome you were hoping for?
Yes, we've bought our house with the most favourable terms we were looking for.
What could they have done better?
N/A