538 reviews | 4 verified advisers
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Retirement of previous adviser
Investment advice
Yes
Nothing, I trust Paul to always do the best for me.
Once my husband was unable to handle our affairs.
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.
Yes I have.
Nothing to my knowledge
To help me get the best out of my pension.
Paul has given advice and options on what I could do to achieve the best outcome for me.
Yes my pension has had a pleasing result in the last 12 months.
Paul has always explained things in a way which is easy to understand so that a decision can be made.
Planning for the future and inheritance advice.
How best to invest.
Money remains invested.
So far not much, I’ve been happy with the service I’ve received.
I had a pension pot I wanted to use for drawdown until I took my state pension and other pensions.
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.
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.