220 reviews | 6 verified advisers
Paul has continued to provide sound advice regarding my investments and continues to have my full confidence as my financial advisor
Paul is always there at the other end of the phone when i have any questions re my pension , also available to chat on the phone or arrange a home visit if needed, Paul is always friendly and listens to what I am asking about and answers professionally and knowledgeably , in ways i can understand which gives me confidence.
Has recommended a change in investment fund.
I was interested in seeing what is possible with the short term goals and savings I have and wanted to condense my pensions into one pot
Craig has helped me put a plan in place with my savings and my future income to help make my goals achievable. I’m likely to need the money in the next year or so, so Craig advised me with what the best options were for me. He is also in process of sorting my pensions out
Absolutely! Craig has been super helpful and friendly yet professional. He ensures he is clear and understood so we are on the same page and asks questions to make sure he understands what I was wanting from him
Paul has continued to assist us with our regular annual review, and investment withdrawal. His adept financial knowledge, and advice is always welcome and very much appreciated. Paul is always responsive to our needs, and delivers a brilliant service with a smile.