Paul's reviews
Reviewed for
Insurance and Protection ( 36 )
Mortgages ( 25 )
Pensions ( 54 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 29 )
Auto Enrolment ( 2 )
Investments and Savings ( 56 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 24 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 55 )
Financial Mentoring ( 18 )
Financial Coaching ( 16 )
( 2 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 18 )
£100k - £200k ( 7 )
Up to £50k ( 4 )
£50k - 100k ( 11 )
Review
by a verified client in Antrim
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Age, future planning, property succession, IHT, post retirement.
How has Paul McCoubrey helped you?
Paul's advice was user friendly, made easy to understand, and ironed out our existing confusion in a direct and clear manner.
Have you seen the outcome you were hoping for?
With Paul's help I can now tackle any problems that may arise in a confident and enthusiastic manner. I will forever be indebted to him for his guidance, thank you Paul.
What could they have done better?
To date My wife and I have no concerns, we were well received and treated with respect. It is always better if the client has done some preparation in advance, as we had, and have a vision of your destination. Paul can then professionally navigate you along that road.
Paul:
Thank you so much for your thoughtful and generous review. I'm really pleased to hear that you and your wife felt welcomed, respected, and well-supported throughout the process. It’s always a pleasure to work with clients who come prepared and have a clear vision — it makes our conversations that much more productive and rewarding. I’m glad the advice we discussed was clear and helped to resolve the confusion you were experiencing. Simplifying complex areas such as inheritance tax, succession planning and post-retirement finances is at the heart of what I do, so it’s great to know you found the guidance straightforward and user-friendly. Your comments about feeling more confident and enthusiastic moving forward mean a great deal. That sense of clarity and reassurance is exactly what good financial planning should provide. Thank you again for your kind words, and I look forward to continuing to support you both in the future.Review
by a verified client in Down
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We received a sum of money and wanted information on how we could make it work for us
How has Paul McCoubrey helped you?
Paul was able to advise us on our pensions and investing in stock market etc. His knowledge and experience was invaluable.
Have you seen the outcome you were hoping for?
We are happy with how our investments have progressed and the advice we have received with regard to pension and inheritance planning .
What could they have done better?
I can’t think of anything the team could have done better . I am more than happy with the service I have received.
Paul:
Hi David, Thank you for taking the time to leave such a positive review. It has been a pleasure working with you over the years, and I truly value the strong relationship we have built. I’m glad to hear that you’ve been happy with the advice and support provided, particularly in areas such as pensions, investments, and inheritance planning. It’s great to know that you feel confident in how your investments have progressed and that our discussions have helped you make informed financial decisions. Your kind words about my knowledge and experience mean a lot, and I’m pleased that you’ve found our meetings beneficial. My aim is always to provide clear, tailored advice to help clients achieve their financial goals, so it’s rewarding to hear that you feel on track. If there’s ever anything else I can do to support you, please don’t hesitate to reach out. I look forward to continuing our work together in the years ahead. Best regards, Paul McCoubreyReview
by a verified client in Down
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Better over sight of my finances. Retirement planning.
How has Paul McCoubrey helped you?
Planning and Financial security
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Paul:
Darren, It was great to see you two weeks ago, and I’m really pleased to hear that you feel confident in the progress we’ve made together. Your kind words about the planning and financial security we’ve built are very much appreciated. Retirement planning and ensuring financial oversight are key areas where careful guidance makes a real difference, so I’m delighted that you’ve found the process so valuable. It’s reassuring to know you feel fully informed and on track to achieve your goals. Thank you also for your trust and for recommending my services to others—it means a great deal. I look forward to continuing our work together and supporting you in the years ahead. If there’s ever anything you’d like to discuss in the meantime, please don’t hesitate to get in touch. Best regards, PaulReview
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to make sure my financial future was secure.
How has Paul McCoubrey helped you?
Paul has helped me with straightforward, clear advice and coaching.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I can't think of anything.
Paul:
Peter, Thank you for taking the time to leave such a positive review. It was great to catch up last week, and I’m really pleased to hear that you’ve found our advice and coaching straightforward and clear. Ensuring financial security is a key priority, and it’s been rewarding to see the progress we’ve made together, particularly in reducing your tax bill. Your confidence in being on track to meet your goals is exactly what we strive for, and I appreciate your trust in our advice. It’s also great to hear that you find our communication clear and responsive—that’s something we place a strong emphasis on. I truly value your business and your willingness to recommend our services to others. If you ever have any questions between our meetings, please don’t hesitate to get in touch. I look forward to continuing to support you on your financial journey. Best regards, PaulReview
by a verified client in Down
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted help with planning and managing my retirement fund and pension income.
How has Paul McCoubrey helped you?
He has setup a investment plan for my capital. Advised on inheritance planning, long term care and provides me with sound financial advise when required or requested.
Have you seen the outcome you were hoping for?
Yes, over the past eight years I am satisfied with the performance investments but more importantly Paul has provided me with peace of mind that my finances are being well looked after.
What could they have done better?
Nothing that I can think off.
Paul:
Thank you for your thoughtful review and for the trust you’ve placed in me over the past eight years. It’s been a pleasure helping you manage your retirement fund. I’m so pleased to hear that you’ve been satisfied with the performance of your investments and, more importantly, that my advice has provided you with peace of mind about your finances. I’m also grateful for the introductions to your friends and family—it’s a privilege to support them with their financial planning. Your confidence in recommending my services means a great deal. As always, if there’s anything you’d like to discuss between our scheduled meetings, do feel free to get in touch. I look forward to continuing to help you achieve your goals.