514 reviews | 5 verified advisers
Review for Paul Carpenter
What could they have done better?
Probably not
What were the circumstances that caused you to initially look for a financial adviser?
Planning for the future
How has Paul helped you?
Giving excellent advice and explanation
Have you seen the outcome you were hoping for?
Yes
Review for Paul Carpenter
What could they have done better?
Nothing, the advice has exceeded expectations.
What were the circumstances that caused you to initially look for a financial adviser?
We needed advice on the most efficient way to invest savings
How has Paul helped you?
Paul has given very sound advice that was explained in layman’s terms, and has assisted in financially supporting our retirement.
Have you seen the outcome you were hoping for?
Yes, some very satisfactory results.
Review for Paul Carpenter
What could they have done better?
I'm very happy with Paul
What were the circumstances that caused you to initially look for a financial adviser?
Looking for specialist expert
How has Paul helped you?
Knowledgeable, listens to my needs
Have you seen the outcome you were hoping for?
Yes
Review for Mark Evans
What could they have done better?
Nothing we very satisfied.
What were the circumstances that caused you to initially look for a financial adviser?
For my pension and money invested.
How has Mark helped you?
He helped me a lot.
Have you seen the outcome you were hoping for?
Yes
Review for Paul Carpenter
What could they have done better?
We are pleased with all the help
What were the circumstances that caused you to initially look for a financial adviser?
Help with financial planning and IHT.
How has Paul helped you?
Good advice about how and where to invest.
Have you seen the outcome you were hoping for?
Yes. Continued growth of investments
