Paul's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 56 )
Retirement income (annuities, drawdown) ( 58 )
Investments and Savings ( 66 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 53 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 58 )
Financial Mentoring ( 11 )
Financial Coaching ( 3 )
( 5 )
Reviewers' assets
£500k+ ( 25 )
£200k - £500k ( 20 )
£100k - £200k ( 7 )
£50k - 100k ( 2 )
Review
by a verified client in Dorset
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement, and the need to invest for optimum returns
How has Paul Ford helped you?
Covering the above needs
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Wiltshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My mother used to see David White at Merchants and as she got older he advised us both. On David's death, Paul took over both my mother's and my financial affairs and now helps me.
How has Paul Ford helped you?
With inheritance planning and all other aspects of my finances
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I cannot think of anything.
Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need to invest a pension pot
How has Paul Ford helped you?
By pointing me in the correct direction and providing details where to invest
Have you seen the outcome you were hoping for?
Yes pot has inflated and money available to spend
What could they have done better?
Nope
Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My Pension Investments had been severely negatively impacted by Government policy and I felt I needed some guidance and support. A couple of friends who were already clients of Paul and recommended him to me.
How has Paul Ford helped you?
Paul combined my 2 existing company Pensions into one and by a series of mutual discussions help me create a clear plan, going forward. Paul's attention, expertise and guidance has given me confidence that my financial situation is now in a good place and am comfortable with my financial planning for the future.
Have you seen the outcome you were hoping for?
Yes. I'm now clear and confident in my current plans, both for the immediate and long term future.
What could they have done better?
I can't think of anything that could have been done better.
Review
by a verified client in Surrey
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Though I am competent I am not an expert and have come to rely on Paul for advice in my future financial planning
How has Paul Ford helped you?
Given excellent advice
Have you seen the outcome you were hoping for?
That remains to be seen
What could they have done better?
He comes once a year and answers my questions during the year so OK