Paolo Standerwick

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

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.

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

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

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.

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?

We are really pleased with the way our pensions are performing. We are very pleased with Paolo and the team

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?

Helped with reviewing my pension withdrawals and general financial advice

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?

Advice about my risk management. Advice on mortgage companies and their products.

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?

Again offers an excellent consistant quality of service and clear professional advice

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?

Nothing I can think of

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?

Continues to provide pension investment advice and provides an annual review.

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?

Follow up calls, further financial advice

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?

No change, same excellent advice as usual

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?

To e as tax efficient as possible.

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?

The advice and monitoring I have received from Paolo’s company has been first rate

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?

Continued with good service

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?

Always available when required. Savings growing as expected

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, or members of his team, have been in regular contact over many years to monitor, advise and update our investment portfolio very well.

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 his team (particularly James) have supported me through a very traumatic 2023 when I have undergone 2 major surgeries and the death of my mother. I have received advice regarding money I have inherited and also help with planning for possible inheritance tax on my estate. I have great confidence in the advice I'm given. The team is always approachable.

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?

He has helped to achieve strong growth for my pension fund

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?

My pension pot was getting smaller and I was advised to switch to an annuity, which gives me more money for the rest of my life.

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?

Regular contact and advice with updates

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?

Palol has constantly kept me up to date with my personal finances

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?

He has been most helpful with financial reviews

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?

Re adjusted my pension drawdown

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?

As above. Continuing to be at the end of the phone and keeping in touch with me.

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 stay in touch to keep me updated with the latest products to ensure my finances are always in the best place and are working hard for me! Gives me peace of mind to know my investments are safe & in the best place.

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?

no need. Happy with what Im getting

Please provide a brief comment about your experience with Paolo

Somehow made up his mind what I wanted without talking to me

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?

Continues to provide sensible, consistent advice

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?

Sound advice, very friendly and approachable, and I would state again, it's all about trust. When you know as little as I do about pensions etc, It's good to know that my investments are being looked after by Paolo.

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 have spoken about what best to do with cash at bank and received good cogent advice which I will act upon following my remortgage next February where I am being separately advised by a former member of Paolo’s staff who dealt with my last remortgage nearly 5 years ago

What were the circumstances that caused you to initially look for an adviser?

Having thoughts about retirement, i wanted professional advice about going forward financially. Equity release was the answer & im very glad I did!

How has Paolo Standerwick helped you?

His professional no nonsense style was very much appreciated & was very supportive throughout the process.

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing

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?

Annual review of my situation

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?

Carried out annual review and adjusted income to meet my needs.

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?

He has kept me informed about my investments.

What were the circumstances that caused you to initially look for an adviser?

Locally based

How has Paolo Standerwick helped you?

Clear explanation

Have you seen the outcome you were hoping for?

Yes

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?

Rebalanced my portfolio

What were the circumstances that caused you to initially look for an adviser?

Changing life circumstances

How has Paolo Standerwick helped you?

Friendly expert advise

Have you seen the outcome you were hoping for?

Yes

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?

To identify the best options available when conducting draw down from our investments

What were the circumstances that caused you to initially look for an adviser?

Had money to.invest

How has Paolo Standerwick helped you?

Gave good impartial advice

Have you seen the outcome you were hoping for?

Had until covid when it went down but is recovering slowly

What could they have done better?

None

What were the circumstances that caused you to initially look for an adviser?

I wanted a private pension as a fallback. Later, I needed advice on consolidating pensions, and then on drawing down my pension.

How has Paolo Standerwick helped you?

Yes, on all counts.

Have you seen the outcome you were hoping for?

The best possible outcome.

What could they have done better?

I can't think of anything.

What were the circumstances that caused you to initially look for an adviser?

Pension

How has Paolo Standerwick helped you?

When my husband died I was at a loss to know how to best utilise my pension money. Paolo sorted everything for me and I know he is a phone call away if I need advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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 has been my financial adviser for over 20 years. In that time he has guided my investments so that my retirement has been financially trouble free. I can remember the first time we met when he visited my then home and I thank my lucky stars that i did sign up with him. He has always been there at the end of the phone whenever I needed him and I would recommend him and MLP Wealth and his staff with complete confidence. Since my last review he and his staff have kept in touch and updated my investments if required.

What were the circumstances that caused you to initially look for an adviser?

Financial services

How has Paolo Standerwick helped you?

We would just like to thank Palou and Claire for all the help and exdpert advice they gave us. We are grateful for their support and they are exstemly knowledgeable in their field. They put us right on quite a few things and have saved us time and money.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

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?

By dealing with all the financial implications of my pension pot going forward

What were the circumstances that caused you to initially look for an adviser?

I needed some funds to give my ex wife a divorce settlement.

How has Paolo Standerwick helped you?

He recommended equity release and found some unaccounted for pension funds which were invested in Quilters on my behalf.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

The implications of the matrimonial aspects of the equity release which were needed to get the deal over the line , were not explained properly, the original low interest rate was missed due to the time delay due to the incompetence of the solicitors which were recommended.

What were the circumstances that caused you to initially look for an adviser?

To advice on money matters

How has Paolo Standerwick helped you?

Immensely

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not a lot

What were the circumstances that caused you to initially look for an adviser?

To explore the options on Equity Release.

How has Paolo Standerwick helped you?

Paolo Standerwick explained very clearly all of the options available to us in respect of an Equity Release. We went ahead on the basis of one those options.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. All was clear and finalised without any problem.

What were the circumstances that caused you to initially look for an adviser?

Equity Release now called Life Time Mortgages.

How has Paolo Standerwick helped you?

I have been a client of Paolo's since about 1998 and he has helped me with many things over the years. More recently he helped me arrange a lifetime mortgage.

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

I moved into my house 2+ years ago and wanted to do some refurbishments, also I wanted to retire after 21 years in the same career.

How has Paolo Standerwick helped you?

His advice was always clear and concise and he was very reassuring with any worries I had and answered all my questions fully.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

I was more than happy with the service

What were the circumstances that caused you to initially look for an adviser?

Whilst being reasonably well informed financially, I needed the specialist knowledge of an IFA to get me the best deal for my requirements.

How has Paolo Standerwick helped you?

He took me through the various options available and was most helpful in taking me through the procedure.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing really.

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?

Constant contact and updates. He even stopped for a brief conversation in the street regarding advice I asked on behalf of a relative

Please provide a brief comment about your experience with Paolo

Paolo was very Knowledgeable and explained things clearly.

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?

My investments have been re-balanced to take into account current market conditions

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?

He has made sure my pension investments produce a good return to provide me with a pension.

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?

Explaining investments in a clear way

What were the circumstances that caused you to initially look for an adviser?

I needed better pension advice

How has Paolo Standerwick helped you?

He gave me better pension advice. Subsequently he has helped me with savings and investments

Have you seen the outcome you were hoping for?

yes

What could they have done better?

I asked the question he answered it with a good outcome

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've been a client of MLP/Paolo now for two years. Since my last review, i've continued to receive relevant and informative advice on how best to utilise my savings and pension. I am regularly updated with clear and concise details outlining the current state of my investment and recommendations for the future.

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 am still on track to start withdrawing an income from my investments when I need to

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?

Continued to provide advice on managing pension pot.

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?

Kept me up to date with my investments

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?

He has kept me up-to-date with changes in investments.

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?

Great staff

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?

With answers to a few queries.

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 don't need help cos I'm still happy but it's nice to know he's on the end of the phone if I need him

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?

My pension has done very well under paolos stewardship, and I trust him.

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?

By consistently providing the same attentive practical and quality advice As he has done not only since My last review but since the beginning of our relationship

What were the circumstances that caused you to initially look for an adviser?

Pension requirements.

How has Paolo Standerwick helped you?

Down to earth personal advise initially, followed up with a professional service.

Have you seen the outcome you were hoping for?

Early days.

What could they have done better?

The whole experience was very good & fitted in around me, so nothing really.

What were the circumstances that caused you to initially look for an adviser?

I wanted to discuss my personal financial status with them with a view to releasing/consolidating my pension

How has Paolo Standerwick helped you?

Paolo immediately understood my needs and was able to provide a service/product that I could have access to now and plan my pensions investment for the future

Have you seen the outcome you were hoping for?

Yes absolutely and one that completely suited my needs

What could they have done better?

Cannot think of anything as the service I have received has been excellent

Please provide a brief comment about your experience with Paolo

great communicator

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?

My investments have performed as expected and I'm kept in touch with what is happening

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?

He has continued to keep me up to date on investments.

Please provide a brief comment about your experience with Paolo

Was contacted by his colleague Sue, arranged to talk at 5pm. I waited 10 mins for her call after which I decided not to use their service for time wasting. To be fair she did try and call back a few times but I was unable to answer. I had no contact with Paulo at all.

Please provide a brief comment about your experience with Paolo

Paolo was excellent. Very thorough, personable, clear and his advice has honestly changed my perspective and borough a great deal of relief. I have a clear plan for the next five years and will be returning to Paolo in the future.

What were the circumstances that caused you to initially look for an adviser?

I reviewed my pension arrangements

How has Paolo Standerwick helped you?

He suggested an alternative to my existing arrangement that better fitted my needs going forward

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No he suggested what I was looking for

What were the circumstances that caused you to initially look for an adviser?

Initially pension advice.

How has Paolo Standerwick helped you?

Paolo listened carefully before responding with options. I started with a very modest pension and over the years Paolo has continued to listen and tailored my investments, meeting my needs. He has a wealth of knowledge and experience the combination of which has put me now in a strong position as I go into retirement.

Have you seen the outcome you were hoping for?

Yes, very much so and we continue to monitor and make relevant changes.

What could they have done better?

All said and done I can't think of anything. Paolo is always a step ahead, his innovation and close attention is what keeps me entirely confident in his service.

What were the circumstances that caused you to initially look for an adviser?

Having retired and downsized I had a lump sum. I needed advice about what to do with it.

How has Paolo Standerwick helped you?

We went through a risk questionnaire to establish my attitude to risk and investments. He phoned on a few days giving me time to digest and ask questions until I completely understood the options. I wanted security and an income from the money.

Have you seen the outcome you were hoping for?

Yes absolutely. The lump sum has already grown substantially in a few short months. This is a better result than I’d hoped for actually. I haven’t started dreaming an income yet as we agreed to leave it a year to build up the capital but I have a lot of confidence that Paolo will keep me informed and do the best he can for me and the future.

What could they have done better?

I can’t think of anything. Paolo has kept in touch at intervals since I first invested A smaller amount with him some years ago. I had to withdraw that money fairly quickly, but still made a profit so Paolo was the first person I contacted when I had further funds.