538 reviews | 4 verified advisers
Review for Paul Grey
What could they have done better?
?
What were the circumstances that caused you to initially look for a financial adviser?
Retirement of previous adviser
How has Paul helped you?
Investment advice
Have you seen the outcome you were hoping for?
Yes
Review for Paul Grey
What could they have done better?
Nothing, I trust Paul to always do the best for me.
What were the circumstances that caused you to initially look for a financial adviser?
Once my husband was unable to handle our affairs.
How has Paul helped you?
Paul is always there for me with good sound advice. He always has a great deal of patience, explaining everything to me. I feel I can always contact him if I have any queries.
Have you seen the outcome you were hoping for?
Yes I have.
Review for Paul Grey
What could they have done better?
Nothing to my knowledge
What were the circumstances that caused you to initially look for a financial adviser?
To help me get the best out of my pension.
How has Paul helped you?
Paul has given advice and options on what I could do to achieve the best outcome for me.
Have you seen the outcome you were hoping for?
Yes my pension has had a pleasing result in the last 12 months.
Review for Paul Grey
What could they have done better?
Paul has always explained things in a way which is easy to understand so that a decision can be made.
What were the circumstances that caused you to initially look for a financial adviser?
Planning for the future and inheritance advice.
How has Paul helped you?
How best to invest.
Have you seen the outcome you were hoping for?
Money remains invested.
Review for Andy Burton
What could they have done better?
So far not much, I’ve been happy with the service I’ve received.
What were the circumstances that caused you to initially look for a financial adviser?
I had a pension pot I wanted to use for drawdown until I took my state pension and other pensions.
How has Andy helped you?
Andy investigated all my pensions to ensure the plan was viable and following discussions on how risk adverse I was created a report of options for me. Following my approval Andy then instigated transferring the existing pot to a new plan that would enable drawdown via the Fundment Platform.
Have you seen the outcome you were hoping for?
I have left my employment and the fund is operational and paying out, so yes. Timing wise the initial period after the transfer appeared to coincide with a global dip but the fund is now showing profit.
