Trevor Paginton

Advisory Services

Reviewed for

Insurance and Protection ( 7 )

Mortgages ( 16 )

Pensions ( 28 )

Equity Release ( 4 )

Retirement income (annuities, drawdown) ( 12 )

Auto Enrolment ( 1 )

Investments and Savings ( 23 )

Pension Transfers - Non Specialist ( 4 )

Inheritance Planning ( 1 )

Pension Transfers - Specialist ( 2 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 1 )

£100k - £200k ( 12 )

Up to £50k ( 7 )

£50k - 100k ( 5 )

Client reviews

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in West Midlands

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

I have used Trevor's services for more than 20 years and have always trusted his advice.

How has Trevor Paginton helped you?

Trevor initially offered Mortgage advice, but more recently has managed my Pensions, Life Insurance etc

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in West Midlands

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

My husband's terminal illness

How has Trevor Paginton helped you?

He organised the portfolio of investments to simplify them and make them work more effectively, He created a private income for me after my husband's death.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

He was sympathetic and understanding and took all the pressure off me at a difficult time.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Denbighshire

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

I stopped working for the Health Service in 1986 and joined the Private Health Care Sector in Birmingham at Director level. The small company I worked for retained Trevor Paginton for Pension and Investment advice. In the 33 years since then and having changed roles several times. in addition to personal life changes, I can say, without hesitation, that Trevor has always been available to offer guidance and when necessary advise me with regard to my Pension matters.

How has Trevor Paginton helped you?

During a number of personal and professional life decisions, I can say without hesitation, that Trevor has always been available to offer help, guidance and when he has felt it necessary, advise me to follow a sound direction in my pension planning. His gentle, temperate manner and sound knowledge is still and has always been valued.

Have you seen the outcome you were hoping for?

Yes … now and in the last few years, particularly. I am in a much better place now with my retirement planning than I would have been with Trevor's sound counsel.

What could they have done better?

My pension portfolio is a small one and has changed it's branding a number of times requiring Trevor to keep my small 'pot' where it is secure and with a fair return. Trevor could not have been any better in his role in 'watching my back' for me.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in West Midlands

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

Many years ago our Company decided that we should start a Directors pension scheme. Trevor was recommended to us by our Insurance Broker. While he no longer looks after the Directors Pension scheme he does look after our employees pension scheme He advises me on my Savings and Investments

How has Trevor Paginton helped you?

See above

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Worcestershire

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

Pensions

How has Trevor Paginton helped you?

He was great, made it easy and very understandable and if I have a query he is always on hand to help

Have you seen the outcome you were hoping for?

Yes I would say so

What could they have done better?

I don’t feel I could ask for more he goes above and beyond

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in West Midlands

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

I have used Trevor's services for many years but most recently because I was nearing retirement.

How has Trevor Paginton helped you?

He advised me regarding purchasing an annuity.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I was satisfied with the whole experience.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Warwickshire

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

Firstly mortgage advice and then pension advice

How has Trevor Paginton helped you?

Secured several mortgage deals over the years with best interest rates and terms that suited circumstances

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Always been there when I needed advice and help with best support for me

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Worcestershire

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

I required a pension & life insurance

How has Trevor Paginton helped you?

He answered all the questions asked and was always available to help & explain forms

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Worcestershire

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

General life and pensions advice and provision

How has Trevor Paginton helped you?

Sorted it all out

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can immediately think of. I don't have on line access to monitor my business with him (as referred to in the star ratings) but then I don't want that anyway.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in West Midlands

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

Needed a rent to buy mortgage

How has Trevor Paginton helped you?

Yes found a good company

Have you seen the outcome you were hoping for?

Yes very please

What could they have done better?

Nothing ever think was perfect

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Worcestershire

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

Wanted good advice with regards Equity Release schemes

How has Trevor Paginton helped you?

100% professional and bang up to date with regards Equity Release

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Could not have done better at all. He was continually updating me with all aspects.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Worcestershire

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

Needed a financial advisor for my pension

How has Trevor Paginton helped you?

He a really difficult problem easy

Have you seen the outcome you were hoping for?

Yes and then some

What could they have done better?

Not a thing you did your job and more Thank you

First impression from a user who is not yet a client

June, 2019

Overall

Please provide a brief comment about your experience with Trevor

Trevor was just the best I could have wished for, he helped me understand something I knew nothing about

First impression from a user who is not yet a client

March, 2018

Overall

Please provide a brief comment about your experience with Trevor

Very helpful

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Staffordshire

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

Purchase of a second property - new mortgage.

How has Trevor Paginton helped you?

Searched the market for available mortgage offers, provided advice on how best to proceed as this was our second mortgage/property.

Have you seen the outcome you were hoping for?

Yes, solution(s) provided exceeded our expectations.

What could they have done better?

N/A

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Dorset

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

Mortgage advice to obtain an affordable mortgage.

How has Trevor Paginton helped you?

helped us get the required mortgage at a competitive rate compared to experience with banks who were less helpful. Also showed empathy , patience and put our mortgage expectations into perspective which was required.

Have you seen the outcome you were hoping for?

Yes, we got the mortgage required.

What could they have done better?

We would say you need to be prepared for the amount of paperwork and documentation to support your mortgage application and this can be time consuming and has to be done by you rather than the financial advisor.

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Warwickshire

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

We needed a new mortgage product to help us finance an extension to our house.

How has Trevor Paginton helped you?

With advice and hard work on all aspects of the mortgage application.

Have you seen the outcome you were hoping for?

Absolutely. Trevor helped to overcome some obstacles, and we were very pleased with the outcome.

What could they have done better?

A wider choice of mortgage products may have been preferable, but we were happy with the deal we arrived at.

Review from verified client

January, 2017

Overall

Advice

Service

Value

Based in West Midlands

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

Needed advice on a Personal Pension Plan, was recommended to hi.

How has Trevor Paginton helped you?

Talked me through my options and made sure I understood them.

Have you seen the outcome you were hoping for?

Yes had a steady return on my investments.

Review from verified client

January, 2017

Overall

Advice

Service

Value

Based in West Midlands

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

Transferring pensions.

How has Trevor Paginton helped you?

Trevor gave me excellent advice and helped me understand all options best for me enabling me to make the right choice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing because he explained everything to me in a away I understood.

Review from verified client

January, 2017

Overall

Advice

Service

Value

Based in Warwickshire

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

Trevor helped me find an improved mortgage in 2002 ,more recently helped me prepare for retirement .

How has Trevor Paginton helped you?

Trevor went through my current financial status ,then gave me various options ,explained it in a way l could understand ,then guided me down the path l wanted ro go .

Have you seen the outcome you were hoping for?

Yes more than happy ,the way Trevor set up my pension pot ,l have 24 hour access know exactly where l stand .

Review from verified client

January, 2017

Overall

Advice

Service

Value

Based in Warwickshire

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

Trevor Pagington came to my work place over 20 years ago where i took out a pension with him he has maintained a high custarmer service ever since.

How has Trevor Paginton helped you?

was always available to talk to.

Have you seen the outcome you were hoping for?

not only has he dealt with my pension now he his looking after my investments as well that shows a great deal of confidence i have in him.

What could they have done better?

I cannot think of anything i have total confidence in his honesty and fair play in every think he does, with his many years in the business his knowledge is second to none

Review from verified client

January, 2017

Overall

Advice

Service

Value

Based in Worcestershire

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

Pension transfer from another company.

How has Trevor Paginton helped you?

He sorted the whole transfer process from start to finish He made the entire process stress free.

Have you seen the outcome you were hoping for?

Yes I am more than happy with the outcome.

What could they have done better?

Nothing

Review from verified client

January, 2017

Overall

Advice

Service

Value

Based in Warwickshire

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

To invest money.

How has Trevor Paginton helped you?

First he made me feel at ease my knowledge of financial matters is nil.he explained what I needed to no without me feeling embarrassed.

Have you seen the outcome you were hoping for?

Yes ten fold remember it don't happen over night.

What could they have done better?

Honestly nothing.

Review from verified client

January, 2017

Overall

Advice

Service

Value

Based in Worcestershire

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

GAR Pension had reached its maturity date and also required information/advice on another pension policy.

How has Trevor Paginton helped you?

Arranged exactly what I required.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

First impression from a user who is not yet a client

July, 2016

Overall

Please provide a brief comment about your experience with Trevor

Trevor was in contact with me really quickly and provided me with information I needed quickly. Very happy with his services and will be back on contact when needed.

First impression from a user who is not yet a client

April, 2016

Overall

Please provide a brief comment about your experience with Trevor

Prompt response & very helpful.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Worcestershire

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

We were looking for advise on mortgage.

How has Trevor Paginton helped you?

Trevor not only explained to us clearly the mortgage options we had, but he also helped us secure a mortgage in record time when we found the house we wanted and had to reserve it very quickly.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Worcestershire

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

Tranfer from defined benefits pension scheme to 'drawdown' scheme.

How has Trevor Paginton helped you?

Provided advice and documentation to enable me to progress the transfer.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

First impression from a user who is not yet a client

January, 2016

Overall

Please provide a brief comment about your experience with Trevor

Very nice and respective full person. Needed more data for him before he could be of real help.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in West Midlands

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

I have pension with current employer and had small pensions from previous employers.

How has Trevor Paginton helped you?

I have found Mr Paginton to be a reliable Financial Adviser who gives good and sound advice in an `easy to understand' manner.

Have you seen the outcome you were hoping for?

I am receiving pension from previous employment and am currently still in pension scheme arranged through present employer.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Worcestershire

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

retirement.

How has Trevor Paginton helped you?

always researches & reviews the financial and other appropriate literature immediately prior to our meetings - so is very conversant with current trends and best advice to offer. Trevor acts professionally and I never feel pressured.

Have you seen the outcome you were hoping for?

receiving on-going financial advice. good returns on investments.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Warwickshire

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

We needed advice on a range of matters.

How has Trevor Paginton helped you?

Trevor has vast experience and has provided me personally, my business, my staff and my family with good sound advice for nearly 30 years. He is always helpful and patient in explaining things too! And continues to do so.

Have you seen the outcome you were hoping for?

Trevor continues to provide valuable and trusted advice to myself and my family.

What could they have done better?

Sometimes I find the various terms, phrases and abbreviations used in financial advice quite daunting and Trevor, like others FA's needs to always appreciate that clients do need help and support to fully understand the nature and content of any proposed action.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

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

Having sold my house I needed good planning for investing as I was not buying another.

How has Trevor Paginton helped you?

Trevor has set me up with a very good ISA (stocks and shares) and has made suggestions for other investments in the past. All these have now been brought under one ISA investment which is improving remarkably well within the Funds Network. He contacts me whenever he can see an improvement for my somewhat limited portfolio.

Have you seen the outcome you were hoping for?

Yes. The recent ups and downs of the market have been a bit disappointing, but I have not lost much by it.

What could they have done better?

I am not aware of any improvement he can make for me as I do have limited funds now I am 65

First impression from a user who is not yet a client

April, 2014

Overall

Please provide a brief comment about your experience with Trevor

Trevor did at least reply to the msg, but I personally found his attitude a bit abrupt and patronising, and as such decided to get advice from someone else.

First impression from a user who is not yet a client

March, 2014

Overall

Please provide a brief comment about your experience with Trevor

He was not interested in what we wanted, only what he wanted to sell us.

First impression from a user who is not yet a client

March, 2014

Overall

Please provide a brief comment about your experience with Trevor

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in West Midlands

How has Trevor Paginton helped you?

always has good clear advice, never made a bad decision for me.

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Worcestershire

How has Trevor Paginton helped you?

I am very happy with the service that Trevor provides, he explains everything well and understands my future plans. I trust him to manage my money and advise on the best products as it is not something that I would research or understand fully. I feel it is very good value for money as I do not have the time or knowledge to do it myself. I have absolutely no idea of his income or how his charges compare to other financial advisors but his flexibility to accommodate our meetings and his help makes this irrelevant to me.

What could they have done better?

I do not have any suggestions at present as I am happy with the service Trevor provides.

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Cambridgeshire

How has Trevor Paginton helped you?

He does not pressure us. He answers the questions we ask and always gives the pros and cons of a specific investment or activity. We understand the risks he advises and Trevor understood the changes of our goals and expectations as we grew older as we moved from accumulation to consolidation and income.

What could they have done better?

There is not a lot we can say to 'improve' our expectations of him. He knows we do not respond to pressure of potential 'deals'. We respect that.

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in West Midlands

How has Trevor Paginton helped you?

EXPLAINS CLEARLY PROS AND CONS OF ALL POLICIES IN UNDERSTANDABLE TERMS

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in West Midlands

How has Trevor Paginton helped you?

Excellent communicator hence financial matters explained well Understands your investment requirements

What could they have done better?

Minimise volume of paper generated

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Warwickshire

How has Trevor Paginton helped you?

Trevor will always listen to what I would like to achieve with the funds I have available and give me proposals as to the best way to use them.

What could they have done better?

I can't think of anything that Trevor could not help me with be it investments or mortgage requirments and the ease of which he can explain the advice.

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in West Midlands

How has Trevor Paginton helped you?

My FA always keeps an eye on possible good investments especially for me. He frequently checks how my investments are doing and informs me of my success. All my investments are doing well, and some have a very pleasing return. He has tailored my investments to my expenditure and life-style

What could they have done better?

I can't think of anything my FA could do better

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in North Yorkshire

How has Trevor Paginton helped you?

Trevor has set me up with a very good ISA (stocks and shares) and has made suggestions for other investments in the past. All these have now been brought under one ISA investment which is improving remarkably well within the Funds Network. He contacts me whenever he can see an improvement for my somewhat limited portfolio.

What could they have done better?

I am not aware of any improvement he can make for me as I do have limited funds now I am 65

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Warwickshire

How has Trevor Paginton helped you?

We have been dealing with Trevor for a number of years, too many to count, we have always found his advice to be understandable, relevant and more importantly trustworthy. I would not attempt to do anything with my financial affairs without consulting him first, he has become an integral part of how we do our financial planning and investments. Long may it continue.

What could they have done better?

Yes we have frank enchange of views on our plans but without a profound understanding of what you attempting to do how can you move forward with confidence.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in West Midlands

How has Trevor Paginton helped you?

I have found Mr Paginton to be a reliable Financial Adviser who gives good and sound advice in an `easy to understand' manner.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Leicestershire

How has Trevor Paginton helped you?

Listens well and explains all the options

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Worcestershire

How has Trevor Paginton helped you?

always researches & reviews the financial and other appropriate literature immediately prior to our meetings - so is very conversant with current trends and best advice to offer. Trevor acts professionally and I never feel pressured.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Warwickshire

How has Trevor Paginton helped you?

Trevor has vast experience and has provided me personally, my business, my staff and my family with good sound advice for nearly 30 years. He is always helpful and patient in explaining things too!

What could they have done better?

Sometimes I find the various terms, phrases and abbreviations used in financial advice quite daunting and Trevor, like others FA's needs to always appreciate that clients do need help and support to fully understand the nature and content of any proposed action.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in West Midlands

How has Trevor Paginton helped you?

We have worked with Trevor for many years across all of our personal financial affairs. I have total faith in the advice I am given which frees me from having to understand all of the detail.