Paul's reviews
Reviewed for
Pensions ( 9 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 7 )
Inheritance Planning ( 3 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 7 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 5 )
Repeat review
by a verified client in Shropshire
25 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Paul Trahearn helped you since your last review?
Paul helped me correct my thinking on pension drawdown amounts vs using cash savings, which will avoid paying higher rate PAYE. We also touched on taking any future salary bonuses as employers pension contributions, for the same reason.
Review
by a verified client in Staffordshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I took early retirement
How has Paul Trahearn helped you?
Paul has adopted a very data driven approach, which has been excellent in both myself and my wife having real clarity on my pension to allow us to make some positive decisions
Have you seen the outcome you were hoping for?
Definitely, moving my pension pot to an account managed approach has shown definite benefits in respect of returns
What could they have done better?
Allow direct contact to Paul via his mobile, although he is normally back in touch from calls within a very short time
Paul:
Thank you for your feedback. I’m pleased the cashflow planning has provided clarity and confidence for you both, and that you’re happy with the service we provide. I appreciate your comment on direct contact and will ensure it’s taken on board as we continue to improve.Review
by a verified client in Shropshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previous adviser transferred the business to Bank House on retirement.
How has Paul Trahearn helped you?
Transferred SIPP to an alternative provider and fund. Advised on alternatives for Inheritance Tax planning.
Have you seen the outcome you were hoping for?
So far, so good.
What could they have done better?
Nothing to date.
Paul:
Thank you for your feedback. I’m pleased the transition to Bank House has been smooth and that the SIPP transfer and inheritance tax planning advice have met your expectations so far. I look forward to continuing to support you and ensuring the outcomes remain positive over the long term.Review
by a verified client in West Midlands
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Paul took over our financial planning after Bank House bought out another company.
How has Paul Trahearn helped you?
Paul has been attentive and focussed on our needs. We have felt supported in the decisions we have made through further and wider thinking.
Have you seen the outcome you were hoping for?
We as seeing the benefit of more focussed financial support together with more dynamic investing.
Paul:
Thank you, Matt, for your feedback, it really means a lot. I’m glad to hear that the more focused planning and dynamic investment approach are making a real difference for you. I really enjoy working with you both and helping you feel confident in your financial planning decisions.Review
by a verified client in West Midlands
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed help to manage my income needs and pension options post retirement
How has Paul Trahearn helped you?
Guided us through the challenges and options and recommended a plan to provide modest income ased on our circumstances.
Have you seen the outcome you were hoping for?
I think it is the outcome expected from our discussions so in that sense yes.
What could they have done better?
Having never used the services of a financial adviser before, it is difficult to know what might have been done better, but I have been very happy with the services provided thus far and look forward to Paul's assistance in the future.
Paul:
Dear Joe. Thank you so much for your kind feedback. I'm delighted to hear that you’ve been happy with the service and guidance I have provided. It’s great to know that our support has helped you feel confident in managing your income and pension options in retirement.