yes, investments have worked well.
With financial planning and advise on drawdown pensions.
Nothing at the moment.
Had emigrated and cashed in a final salary pension to buy a QROPS. On return to the UK needed someone to manage the repatriated pension fund.
Paul has ensured that our investments have grown well since he took over the management of our funds
Needed advice on investment of funds to give the best returns and security.
Discussed investment options and found a package that suited us.
Nothing, no complaints at all.
The advisor we had been using lived too far away and we needed someone more local. Paul was recommended to us by our accountant.
He has advised us to amalgamate pensions, helped us deal with an overseas pension, ISA's and forward planning
Nothing. He's done a brilliant job
Concerns about the future of our savings
Very much so
Listens to your concerns and runs through the options that will suit your situation
Nothing, very pleased with the service and confident in the advice we have received