Paul Trahearn

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

I retired from work and needed help

How has Paul Trahearn helped you?

Paul has advised me on wealth management

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing especially under current circumstances

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

I found Paul to be extremely helpful. My Husband and I have always had Financial advice. Been with Bank House Services for quite some time. But now I'm on my own they have looked after my affairs very well. On a personal note Paul has been understanding of my lack of knowledge in this area also kind. As I'm in my seventies it has re-assured me that I'm in very capable hands.

How has Paul Trahearn helped you?

I think the above explanation says it all.

Have you seen the outcome you were hoping for?

It's been explained to me comprehensively.

What could they have done better?

Nothing I can think of.

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

To consider drawdown options after combining 3 separate pension pots

How has Paul Trahearn helped you?

Paul has been my main contact in the office and he and Simon Aucott, and no doubt others in the team helped me navigate the complex areas of the pension world.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing much really

Please provide a brief comment about your experience with Paul

Very friendly, felt comfortable to talk privately about my circumstances right from the start! Listened and gave great advice that I completely understood as not blown away by over complicated words and explanations! If I questioned my understanding he explained in a different way until I was comfortable with what had been said. Thank you!

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

I wanted to ratify and streamline my savings and investments under one roof.

How has Paul Trahearn helped you?

By providing continuity and seamlessly taking over responsibilities from my previous Financial Advisor.

Have you seen the outcome you were hoping for?

Yes! Straightforward, good advice, well presented.

What could they have done better?

Nothing I can think of; communication, presentation, information provided, etc, have all been excellent.