I wanted to better plan for my retirement so thought I'd consult professional advice
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.
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.
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!
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.
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.
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.
Nothing. Excellent meeting and advice.
Needed to sort my three small pension and claim 25pc tax free Paul came very highly recommended
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
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
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
Retirement for both of us
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
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.
Upon my retirement advice was needed regarding pensions
By contacting pension companies and sorting out annuities to provide pension income. Advice in transferring a pension fund to an accessible investment fund.