674 reviews | 4 verified advisers
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?
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
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
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
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
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
