Paul's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 38 )
Retirement income (annuities, drawdown) ( 36 )
Investments and Savings ( 47 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 32 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 36 )
Financial Mentoring ( 6 )
Financial Coaching ( 1 )
( 3 )
Reviewers' assets
£500k+ ( 21 )
£200k - £500k ( 12 )
£100k - £200k ( 6 )
£50k - 100k ( 2 )
Review
by a verified client in Suffolk
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
N/A
How has Paul Ford helped you?
Yes
Have you seen the outcome you were hoping for?
Yes, as planned.
What could they have done better?
Nil
Review
by a verified client in Isle of Wight
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed a competent person to advise me.
How has Paul Ford helped you?
With my investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Hampshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long time ago investments.
How has Paul Ford helped you?
Paul has a friendly manner. He always comes well prepared and is informative. His written report is much appreciated.
Have you seen the outcome you were hoping for?
Hopefully still to be seen.
What could they have done better?
Nothing = more up to me.
Review
by a verified client in Kent
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was approaching retirement.
How has Paul Ford helped you?
He has advised me re investment He has helped me re inheritance planning.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Essex
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Being 75 years old
How has Paul Ford helped you?
Always available for info on financial planning
Have you seen the outcome you were hoping for?
Not needed yet
What could they have done better?
Nothing comes to mind