627 reviews | 4 verified advisers
Review for Paul Grey
What could they have done better?
I would prefer to let my pension look after itself, without the need to use technology (filling out forms such is this, for example!)
What were the circumstances that caused you to initially look for a financial adviser?
I needed someone to help me make the safest choices for my private pension.
How has Paul helped you?
Paul understands that I am very "risk-averse" and has helped me make safe choices.
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?
Management of an existing investment ISA
How has Paul helped you?
All aspects of financial planning for the future including management of an investment ISA, setting up a personal pension and life insurance, regular communication including a yearly review
Have you seen the outcome you were hoping for?
Yes
Review for Paul Grey
What could they have done better?
Done exactly what we want so no complaints whatsoever.
What were the circumstances that caused you to initially look for a financial adviser?
After taking retirement found an advisor to help with my funds,who after he retired passed me on to Paul.
How has Paul helped you?
Given my wife and I sound advice. Always available if we need yo see or speak to him.
Have you seen the outcome you were hoping for?
Yes
Review for Paul Grey
What could they have done better?
Cant think of anything
What were the circumstances that caused you to initially look for a financial adviser?
Approaching retirement and not happy with my previous advisor
How has Paul helped you?
Life Insurance financial planning and investments
Have you seen the outcome you were hoping for?
Yes the pension pot is looking good
Review for Paul Grey
What could they have done better?
I have no negative comments. Paul is usually available at short notice for any urgent matters and deals with everything else by way of regular review meetings. He explains things in simple language and between him and his secretary Philly, they've provided an excellent service to date. I have recommended Paul to a couple of friends so far and know at least one has become a client since.
What were the circumstances that caused you to initially look for a financial adviser?
Looking ahead towards financial planning for retirement and needing to get pensions in order for myself and my wife.
How has Paul helped you?
He has organised our pensions, got our isas in order and provided an investment strategy for our savings for the long term goal of providing income post retirement.
Have you seen the outcome you were hoping for?
It is ongoing but has been very encouraging so far and we feel we're in safe hands.
