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Based in Banstead
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2015
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Paolo is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paolo's status
Last checked: 07 March 2025
Paolo is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paolo's status
13
Recent Client Reviews
Paolo has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paolo has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 02 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Paolo has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Paolo has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Paolo has not yet added their fees to their profile
Fees not yet added
Paolo has not yet added their fees to their profile
20
Positive First Impressions
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Paolo (based on 20 first impressions)
80% of users who are not yet clients had a positive first experience with Paolo
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Paolo (based on 20 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Paolo is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paolo's status
Last checked: 07 March 2025
Paolo is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paolo's status
13
Recent Client Reviews
Paolo has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Paolo has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 02 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Paolo has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Paolo has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Paolo has not yet added their fees to their profile
Fees not yet added
Paolo has not yet added their fees to their profile
20
Positive First Impressions
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Paolo (based on 20 first impressions)
80% of users who are not yet clients had a positive first experience with Paolo
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Paolo (based on 20 first impressions)
The firm has been established for over 40 years. Experience in giving financial advice in both pre and post retirement pensions and monitoring investments. Tax efficient income withdrawal plans. We have fully qualified advisers holding the advanced pension certificate (G60), AF3, AF7 Equity Release and Inheritance Tax and Estate Planning specialists. * Free initial 1 hour consultation by telephone, zoom or face to face based advice available on the following subjects: * Pensions and Pension strategy to help preserve funds in retirement * ISAs * Investment Reviews - analysis of costs and performance * Estate and IHT planning *Equity Release for tax free income or lump sums * Will, LPA and trust preparation advice * 2 Chartered Financial planners MLP is a family run business with 3 members from the same family ensuring a long term service guarantee you will be looked after by the next generation family advisers with a trainee IFA programme MLP also have the support from a mature, long serving and an experienced professional administration team We have a desirable easy access High Street location in Banstead with easy local parking for our client visits
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Paolo's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
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Adviser Disclaimer
Due to the regulatory burden on our professional indemnity premium costs, we do not transact Defined Benefit Pension transfers. If you have purely a DB transfer enquiry only, then we will are not able to advise on this matter. The regulators default position is that in the majority of cases, members of DB schemes should leave their benefits within those schemes. Moving your pension into a money purchase environment creates a risk to the longevity of your pension payments compared with a fund or portfolio and how long it's likely to give you a pension and benefits in your retirement. A pension pot may be exhausted in your lifetime leaving little or no pension in your older age. Although the regulatory stance contradicts the governments view of allowing and being able to 'access all of your pension' from age 55 with the introduction of Flexi-Access Drawdown in 2015. This means that for a prospective client be able to find an IFA to transact a transfer a DB pension after giving impartial and balanced advice, will be quite difficult to find. It has pushed up the industries professional indemnity costs to such a high level many IFAs can't afford to get involved.