674 reviews | 4 verified advisers

Selection of recent reviews. Read all reviews

Review for Paul Grey

October 2025

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

Review for Paul Grey

October 2025

What could they have done better?

Not aware of anything

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

Looming retirement and what to do with savings

How has Paul helped you?

Advice and making sure we’re financially stable in our retirement

Have you seen the outcome you were hoping for?

Yes

Review for Paul Grey

October 2025

What could they have done better?

I think he has done every thing i needed.

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

pension planning

How has Paul helped you?

Financial retirement planning

Have you seen the outcome you were hoping for?

Yes

Review for Paul Grey

October 2025

What could they have done better?

Paul and Philly were excellent at handling my financial affairs

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

I needed to invest my pension and some of my savings

How has Paul helped you?

Paul has given me very good advise on my pension which is now invested and financial planning for the future.

Have you seen the outcome you were hoping for?

Yes I have

Review for Paul Grey

October 2025

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

My husband has always felt it’s important to invest with advice from more knowledgeable professionals.

How has Paul helped you?

Managed our investments.

Have you seen the outcome you were hoping for?

Yes