674 reviews | 4 verified advisers
Nothing
Ensuring we got the most from our savings
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.
Yes
Not aware of anything
Looming retirement and what to do with savings
Advice and making sure we’re financially stable in our retirement
Yes
I think he has done every thing i needed.
pension planning
Financial retirement planning
Yes
Paul and Philly were excellent at handling my financial affairs
I needed to invest my pension and some of my savings
Paul has given me very good advise on my pension which is now invested and financial planning for the future.
Yes I have
My husband has always felt it’s important to invest with advice from more knowledgeable professionals.
Managed our investments.
Yes