60 reviews | 5 Verified advisers

Selection of recent reviews. Read all Reviews

Review from verified client for , Paul Boutle

March 2021

What were the circumstances that caused you to look for a financial adviser?

I wanted to better plan for my retirement so thought I'd consult professional advice

How did Paul help you?

Paul helped me by completing a review of my current situation, attitude toward risk, aspirations for retirement and then put together a most comprehensive report of advice. He went to great lengths to first get to know me and build a rapport which was reassuring.

Have you seen the outcome you were hoping for?

I was very impressed with the lengths to which Paul went to in getting to know me and answering all of my questions. Paul's advice was well researched and presented and I was happy to go with it, as for the ultimate outcome...well only time will tell. However, I was in agreement that ongoing advice would be in my best interests so as a result I am confident that should the need arise we can adjust the strategy to best achieve the outcome I hope for.

What could they have done better?

The whole business needed to be conducted during a national lockdown and we complied with this throughout. Paul was always very professional. In the future I look forward to a proper face- to - face discussion!

Review from verified client for , Paul Boutle

March 2021

What were the circumstances that caused you to look for a financial adviser?

We had some investments which were hardly getting any interest. We knew Paul from when he worked with Lloyds TSB, and were happy with his advice then, so we tracked him down to RetireInvest. We then received a legacy so we needed more advice.

How did Paul help you?

Paul gave us advice slowly and clearly. If we couldn't fully understand something, he gave us as much time as necessary. He arrives on time, and has prepared thoroughly our needs and circumstances, before sharing his advice.

Have you seen the outcome you were hoping for?

The first year after investing the legacy produced a 13% interest. We were very happy with that outcome, especially as we were middle of the road risk.

What could they have done better?

Nothing. Excellent meeting and advice.

Review from verified client for , Paul Boutle

February 2021

What were the circumstances that caused you to look for a financial adviser?

Needed to sort my three small pension and claim 25pc tax free Paul came very highly recommended

How did Paul help you?

Paul chatted to me for quite a long time to find out my needs and expectations He came back with a Taylor made plan which l agreed to , He explained everything very clearly

Have you seen the outcome you were hoping for?

The outcome has been far better than l could have hoped for. I expected a poor result last year but l was again delighted with the outcome

What could they have done better?

Nothing top class through and through l have recommended Paul to several friends and they are all delighted with Paul He is totally trustworthy and very good at what he does

Review from verified client for , Paul Boutle

February 2021

What were the circumstances that caused you to look for a financial adviser?

Retirement for both of us

How did Paul help you?

Paul did a complete review of our finances. Brought together a number of investments for us including pension pots. Re-invested with Old Mutual. Ensured wills and POA in place

Have you seen the outcome you were hoping for?

More than

What could they have done better?

Brought red wine at Christmas instead of white... just joking. Over the last five years we have met annually to ensure everything on track and have been delighted with the service we hav3 received.

Review from verified client for , Paul Boutle

February 2021

What were the circumstances that caused you to look for a financial adviser?

Upon my retirement advice was needed regarding pensions

How did Paul help you?

By contacting pension companies and sorting out annuities to provide pension income. Advice in transferring a pension fund to an accessible investment fund.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing