671 reviews | 3 verified advisers
Review for Paul Grey
What could they have done better?
Happy with the present arrangement
What were the circumstances that caused you to initially look for a financial adviser?
Have been with the company a long time
How has Paul helped you?
Advice on my pension
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?
Connection with family already receiving help and advice from Paul.
How has Paul helped you?
Pensions and future proofing. How to improve the potential return
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?
Retirement and investments.
How has Paul helped you?
Staying up to date with current valuations and how to improve growth
Have you seen the outcome you were hoping for?
Yes
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.
