Financial assistance to help pay for elderly parents' full time care
Paul assisted in a rather stressful situation regarding my parents' financial care needs. He acted very professionally, calmly and efficiently in gaining a successful outcome.
Yes. I will definitely use Paul's services again should the need arise.
I cannot think of anything
Needed a mortgage
Arranged mortgage, also recommended and arranged life insurance.
Paul was really superb - couldn’t fault him. Helpful, reassuring, professional and proactive throughout. Chased the life insurance policy for us time and again because of Covid delays. We recommend him wholeheartedly.
Purchasing a property so we needed mortgage advice and then critical illness and life cover.
Paul was exceptionally patient and thorough. He found us a mortgage that suited us and our financial circumstances even as they changed. The process of finding critical illness and life cover involved lots of questions and Paul answered them all for us quickly and without complaint.
We are really happy with the deals Paul found us.
I needed to set up a new pension as part of a pension sharing order
James talked me through the process, carried out a risk assessment to find a suitable plan that aligned with my risk profile, provided me with options and most importantly explained everything in layman's terms so that I was always confident and happy with the advice
James has been brilliant throughout a very difficult situation for me and I would definitely recommend him to others
James helped me to compile my various pensions I had built up over the years.
James advised me on compiling my pensions into a pension portfolio.
I was looking for a solution to manage my pension portfolio with minimal effort or input, that is what I got!
James is a brilliant IFA. Highly knowledgeable and personable. I have no hesitation recommending James.