Paolo's reviews
Reviewed for
Insurance and Protection ( 36 )
Mortgages ( 27 )
Pensions ( 188 )
Equity Release ( 27 )
Retirement income (annuities, drawdown) ( 74 )
Auto Enrolment ( 2 )
Investments and Savings ( 130 )
Pension Transfers - Non Specialist ( 33 )
Inheritance Planning ( 23 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 17 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 34 )
£200k - £500k ( 45 )
£100k - £200k ( 26 )
£50k - 100k ( 32 )
( 2 )
Up to £50k ( 32 )
Repeat review
by a verified client in Surrey
7 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Paolo Standerwick helped you since your last review?
A review of my investment. Advice about mitigation of Inheritance tax and options available. A chance for me to update my personal information with them
Repeat review
by a verified client in Surrey
9 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Paolo Standerwick helped you since your last review?
I see Paulo and his son Sean on an annual basis and we go through how my pension is doing and any recommendations I need to implement. They have always been professional and I trust their advic.
Repeat review
by a verified client in Middlesex
9 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Paolo Standerwick helped you since your last review?
Paolo and the team continue to manage my investments effectively and efficiently
Repeat review
by a verified client in Surrey
9 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Paolo Standerwick helped you since your last review?
Excellent advice
Paolo:
Hi Hilary. I hope all is well with you and Ray. I see form Maire's FB you are enjoying your retirement with plenty of travelling.Repeat review
by a verified client in West Sussex
9 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Paolo Standerwick helped you since your last review?
Assisted me with pension advice.
Paolo:
Tks for your review Linda. Happy to have been of assistance for over 25 years.