668 reviews | 3 verified advisers
Review for Paul Grey
What were the circumstances that caused you to initially look for a financial adviser?
My lack of understanding on how to prepare for the future financially. Especially for my 3 children.
How has Paul helped you?
With Pensions and other financial investement support.
Have you seen the outcome you were hoping for?
yes
Review for Paul Grey
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Need to keep affairs in good order.
How has Paul helped you?
Paul has advised us for many years and has helped us to achieve a secure retirement.
Have you seen the outcome you were hoping for?
Very much so.
Review for Paul Grey
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Pension advice
How has Paul helped you?
He came to visit me at home and explained everything about all I needed to know
Have you seen the outcome you were hoping for?
Yes, in bucket loads
Review for Paul Grey
What could they have done better?
Very happy with everything Paul advises
What were the circumstances that caused you to initially look for a financial adviser?
Investment of funds
How has Paul helped you?
Nice to have professional advice when needed in a pleasant and relaxed way
Have you seen the outcome you were hoping for?
Yes
Review for Paul Grey
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Ensuring we got the most from our savings
How has Paul helped you?
Paul is very thorough and explains everything to you in detail, using a financial planning tool which is really useful. His advice has always been very good and we are undoubtedly getting a lot more from investments etc than we would have without him.
Have you seen the outcome you were hoping for?
Yes
