Reviewed for
Insurance and Protection ( 20 )
Mortgages ( 5 )
Pensions ( 143 )
Equity Release ( 9 )
Retirement income (annuities, drawdown) ( 85 )
Auto Enrolment ( 1 )
Investments and Savings ( 171 )
Pension Transfers - Non Specialist ( 37 )
Inheritance Planning ( 49 )
Long Term Care ( 19 )
Pension Transfers - Specialist ( 23 )
Financial Planning ( 58 )
Financial Mentoring ( 12 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 27 )
£200k - £500k ( 35 )
£100k - £200k ( 19 )
( 3 )
£50k - 100k ( 23 )
Up to £50k ( 9 )
Review
by a verified client in Kent
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Trust fund from family
How has Paul Huggins helped you?
He listens to what I say and acts/advises accordingly
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Paul:
Thank you for your valued feedback.Review
by a verified client in Kent
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Requirement for an advisor for my savings
How has Paul Huggins helped you?
Put my savings into appropriate wrappers
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
---
Paul:
Thank you for you feedback.Review
by a verified client in Kent
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was about to finally give up working and was aware of a need to sort out my various investments in order to ensure a regular income. I knew my pension income would be modest.Yes
How has Paul Huggins helped you?
Yes.
Have you seen the outcome you were hoping for?
Yes, very much so.
What could they have done better?
I still don’t fully understand how my investment works although clearly it works well….so far!
Paul:
Thank you for your feedback, we really appreciate you taking the time to complete a review.Review
by a verified client in Kent
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance and tax planning
How has Paul Huggins helped you?
Family financial planning
Have you seen the outcome you were hoping for?
Yes
Paul:
Thank you for your feedback, much appreciated.Review
by a verified client in Kent
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To find best way to invest savings
How has Paul Huggins helped you?
Paul has given sound advise over the years.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Paul:
Thank you for your feedback, much appreciated.