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First impression from a user who is not yet a client

February, 2023

Overall

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Paul was really friendly and knowledgeable, i look forward to our future sessions.

First impression from a user who is not yet a client

December, 2022

Overall

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Paul was very calm and knowledgeable about his area of expertise. He was quick to point out areas that i could work on which meant that he had taken time to study the information i entered earlier

First impression from a user who is not yet a client

December, 2022

Overall

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More of a general conversation - Paul came across extremely well.

First impression from a user who is not yet a client

December, 2022

Overall

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I thought Paul was excellent. He made me feel at ease very quickly and I was able to open up about my circumstances and get more from the session. The session was also very helpful in giving me some immediate actions and things to think about, which was perfect!

First impression from a user who is not yet a client

December, 2022

Overall

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Paul was such a delight. So informative, supportive and helped me through such a difficult time. Honestly could not thank him enough.

First impression from a user who is not yet a client

December, 2022

Overall

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Very approachable and put me at ease from the very start on what we will be looking to go through in this first session and the objectives of the session and the types of things we can discuss and review

First impression from a user who is not yet a client

November, 2022

Overall

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Paul approach was very effective. Very holistic and draws out a general picture of my personal and financial circumstance.

First impression from a user who is not yet a client

November, 2022

Overall

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Paul was extremely personable and able, from my complex financial position, suggest a number of considerations that were very much appreciated. Incredible insight and valued opinion.

First impression from a user who is not yet a client

November, 2022

Overall

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Very interesting first conversation. Lots for us to think about.

First impression from a user who is not yet a client

November, 2022

Overall

Please provide a brief comment about your experience with Paul

Incredibly friendly, helpful and knowledgable

First impression from a user who is not yet a client

November, 2022

Overall

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Made me feel comfortable to discuss my financial and personal plans. Lovely to speak with Paul in general! Looking forward to the future sessions.

First impression from a user who is not yet a client

October, 2022

Overall

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Paul was easy to communicate with and very thorough giving me food for thought about the way I managed my finances and tips on how this could be managed better. I booked the session not really thinking that I need it as I felt I was doing all the right things already, but I will definitely be taking the points discussed on board. Thank you Paul

First impression from a user who is not yet a client

October, 2022

Overall

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Paul asked great questions that gave him an understanding of my circumstances, as well as challenging my thinking about my own financial situation. He listened well and made sure we had a common understanding. I look forward to working with him again.

First impression from a user who is not yet a client

October, 2022

Overall

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I was able to discuss how I am currently managing my finances and given the reassurance that in many areas I am doing the right things. We also discussed other areas that I am less knowledgeable in like wills and insurance which I may explore with Paul in the future.

First impression from a user who is not yet a client

October, 2022

Overall

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it was very helpful filling in the form before meeting with Paul, and along with reading my requirements from the form he listed to what my goals were without any judgement and provided some good tips. The advice where I should start was very good and I felt that everything was achievable. very good session

First impression from a user who is not yet a client

September, 2022

Overall

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I only had a couple of things to discuss today and Paul managed to answer those perfectly

First impression from a user who is not yet a client

September, 2022

Overall

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Very useful chat to prompt a better focus on what financials goals are needed and also a few good pieces of advise on how to go about achieving these goals.

First impression from a user who is not yet a client

August, 2022

Overall

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Great conversation, asked all the right questions. He was also really prompt with a summary of our discussion, agreed actions and next meeting.

First impression from a user who is not yet a client

August, 2022

Overall

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Paul was very friendly and helpful throughout the session. Gained a lot of good points from talking with him.

First impression from a user who is not yet a client

July, 2022

Overall

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Very helpful, informative session. Really easy to talk to and very knowledgeable.

First impression from a user who is not yet a client

July, 2022

Overall

Please provide a brief comment about your experience with Paul

This was a really helpful session, Paul listened to my situation and plans and engaged in some really thought provoking conversation. Already, even after the introduction session, I have a clear idea of what needs to be done to meet my goals. I look forward to future sessions!

First impression from a user who is not yet a client

July, 2022

Overall

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He absorbed everything I want to focus on including the items I hadn't mentioned . I am looking forward to working with Paul on my goals.

First impression from a user who is not yet a client

July, 2022

Overall

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Paul was very personable, knowledgably and outlined how best to invest my savings/pension.

First impression from a user who is not yet a client

May, 2022

Overall

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Very open to listening to all my plans and future endeavours, very happy and look forward to continue his service!

First impression from a user who is not yet a client

May, 2022

Overall

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Very clear and helpful advice. Put things into perspective and got me thinking about other goals that I have.

First impression from a user who is not yet a client

May, 2022

Overall

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Paul was very helpful and informative about my financial options and setting goals for the future. I'd definitely recommend him as a financial coach!

First impression from a user who is not yet a client

May, 2022

Overall

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Good overall, I've received some sound advice.

First impression from a user who is not yet a client

April, 2022

Overall

Please provide a brief comment about your experience with Paul

Paul was very friendly, thorough and helpful. I found the session very useful and would recommend Paul as a financial coach.

First impression from a user who is not yet a client

April, 2022

Overall

Please provide a brief comment about your experience with Paul

Great first meeting with Paul. Very good listening and playback skills and really helped me streamilne what actions I need to take to secure my future finances.

First impression from a user who is not yet a client

April, 2022

Overall

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Great insight and overview of my finances - able to see clearer what I need to do.

First impression from a user who is not yet a client

February, 2022

Overall

Please provide a brief comment about your experience with Paul

Very friendly and approachable attitude. Gave honest feedback which I appreciated

First impression from a user who is not yet a client

February, 2022

Overall

Please provide a brief comment about your experience with Paul

very professional and toook the time to really listen

First impression from a user who is not yet a client

February, 2022

Overall

Please provide a brief comment about your experience with Paul

Very knowledgeable and helpful.

First impression from a user who is not yet a client

January, 2022

Overall

Please provide a brief comment about your experience with Paul

Clear and very honest,no hard sell - offered the most appropriate services and advice.

First impression from a user who is not yet a client

January, 2022

Overall

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Friendly, informative and added value to my thinking around my finances.

First impression from a user who is not yet a client

January, 2022

Overall

Please provide a brief comment about your experience with Paul

Many thanks for your time Paul!

Paul's reply

Many thanks for your rating Laura. Very much appreciated!

First impression from a user who is not yet a client

November, 2021

Overall

Please provide a brief comment about your experience with Paul

Spot on to grasping my needs in terms of financial advice.

First impression from a user who is not yet a client

November, 2021

Overall

Please provide a brief comment about your experience with Paul

Paul was very friendly and professional. Due to my circumstances he was not able to provide all the services on offer, but was able to give good general advice. This was followed up by a prompt email with the information discussed.

Paul's reply

Thanks Paul for taking the time to post a review. I really appreciate it! Good luck with all of your plans!

First impression from a user who is not yet a client

November, 2021

Overall

Please provide a brief comment about your experience with Paul

All good and very relaxed. Clearly knows his stuff, thanks

First impression from a user who is not yet a client

October, 2021

Overall

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He gave me valuable advice on my finances, and reassurance that I am on the right track. He was honest and enthusiastic about helping me

First impression from a user who is not yet a client

September, 2021

Overall

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Clear advise and recommendations given. I have a few areas now that I can research and discuss for future investment and financial planning.

First impression from a user who is not yet a client

September, 2021

Overall

Please provide a brief comment about your experience with Paul

Provided me with brief view of your tool and explained different options for investing and how you can maximize the gain for me

First impression from a user who is not yet a client

September, 2021

Overall

Please provide a brief comment about your experience with Paul

Very personable, put me at ease talking openly about my finances. In a half hour call Paul already gave so many suggestions of things I can consider to achieve my goals. Extremely knowledgeable.

First impression from a user who is not yet a client

September, 2021

Overall

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Paul was great to talk to with some helpful suggestions. There was no pressure or hard sell, just an open conversation which helped me think about my goals and ambitions for the coming years.

First impression from a user who is not yet a client

August, 2021

Overall

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Very professional and explained things thoroughly. Paul make me feel comfortable and not judgy

First impression from a user who is not yet a client

August, 2021

Overall

Please provide a brief comment about your experience with Paul

Professional, concise and friendly.

First impression from a user who is not yet a client

July, 2021

Overall

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My experience with Paul was very helpful and a useful start to my financial health. He was clear and concise, asking for relevant information to help better understand my current position to then assist with my intended objective/goal.