635 reviews | 4 verified advisers
Review for Paul Grey
What could they have done better?
Nothing,I am happy with his advice on planning and investing that has been done.
What were the circumstances that caused you to initially look for a financial adviser?
Help with advice on maturing pensions.
How has Paul helped you?
He has advised me on planning and investing my pension for the near future.
Have you seen the outcome you were hoping for?
Yes a steady growth.
Review for Paul Grey
What could they have done better?
I am not aware of anything Paul could have done better.
What were the circumstances that caused you to initially look for a financial adviser?
I had a number of investments that I had purchased over a number of years and felt it would be sensible to get them reviewed by a professional adviser and rationalise my overall portfolio.
How has Paul helped you?
He reviewed my various investments and pensions and advised me with regard to changes and improvements needed.
Have you seen the outcome you were hoping for?
Yes, I am totally satisfied with Paul’s advice and am confident that the intended outcome has been achieved.
Review for Paul Grey
What could they have done better?
Nothing. We could have done better by finding him earlier.
What were the circumstances that caused you to initially look for a financial adviser?
Plan for our future financial requirements.
How has Paul helped you?
Paul has advised us on how best to invest for our future retirement needs.
Have you seen the outcome you were hoping for?
Yes, we are very happy with everything Paul has done for us.
Review for Paul Grey
What were the circumstances that caused you to initially look for a financial adviser?
Paul was recommended to me when I was becoming self employed after years of being employed with a company pension.
How has Paul helped you?
Paul has kept me up to date on a regular basis
Have you seen the outcome you were hoping for?
Yes, I have seen growth in my portfolio since I started with Paul despite covid, wars and other factors that have impacted the economy
Review for Liam Thomas
What could they have done better?
Nothing . Liam has been responsive and approachable throughout. He provides an excellent service
What were the circumstances that caused you to initially look for a financial adviser?
I sold a property, which meant I had a chunk of money to invest. I have previously met Liam when getting a mortgage, and knew he was also providing wealth management services
How has Liam helped you?
Liam is an extremely effective communicator, and has helped me to understand and navigate a complicated subject, with understanding and patience
Have you seen the outcome you were hoping for?
I have only just invested,but I feel positive and reassured by previous substantiated data
