Paul's reviews
Reviewed for
Insurance and Protection ( 25 )
Mortgages ( 2 )
Pensions ( 65 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 26 )
Investments and Savings ( 78 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 24 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 42 )
Financial Mentoring ( 4 )
Financial Coaching ( 4 )
( 3 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 12 )
£100k - £200k ( 3 )
Up to £50k ( 15 )
£50k - 100k ( 12 )
( 1 )
Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Accumulated savings that weren’t making anything
How has Paul Price helped you?
Set up good investment plans for me and my husband
Have you seen the outcome you were hoping for?
Yes over the medium term
Paul:
Dear Parvin, Thank you for your kind and comprehensive review. This means a lot to us and we are delighted to say we appeared for the 4th year running in the Sunday Times top rated Advisers in 2025. I look forward to working with you and helping you with your financial goals and plans in the future. Kind regards PaulReview
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Started thinking about how I needed to plan my investment strategy to ensure I could enjoy the retirement I want.
How has Paul Price helped you?
Clear explanations and advice. Interpretation of my financial situation and requirements. Cash flow planning. Introducing me to new investment vehicles and identifying investments that make particular sense to my situation, especially with regard to being tax efficient.
Have you seen the outcome you were hoping for?
We’re 3 years in but everything is already tracking as hoped for and the reporting on that is clear and helpful.
What could they have done better?
Very happy with all the support Paul has provided including nudging me when necessary to ensure timescales are achieved and opportunities aren’t missed.
Paul:
Dear Alistair, Thank you for your valued and comprehensive review and pleased we are on track with your financial planning and goals. I look forward to working with you in future years. Kind regards PaulReview
by a verified client in Essex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had multiple pensions,
How has Paul Price helped you?
Paul showed how bringing my pensions together would allow me to retire early and how to control our tax liabilities. Selecting the appropriate single investment scheme was also a very important process we followed together.
Have you seen the outcome you were hoping for?
The outcome is definitely better than I expected.
Paul:
Dear Keith Thank you for your kind and informed review. I am delighted you see value in our advice and services and I look forward to working with you over future years! Kind regards PaulReview
by a verified client in Essex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to review my drawdown pension and the service available.
How has Paul Price helped you?
Paul discussed what he could offer - including the level of service, charges, investment solutions and wider discussions about estate planning. He has a provided a good solution for me, but very importantly has communicated regularly throughout the whole process, letting me know what to expect and when. Honestly, this is what service should be like.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Paul:
Hi Stephen, Thank you very much for your kind and comprehensive review. This means a lot to us and I look forward to working with you over future years to ensure your financial plans and goals stay on track. Kind regards PaulRepeat review
by a verified client in Essex
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Paul Price helped you since your last review?
Always available for advice and helped us to secure our new home