Paul's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 2 )
Pensions ( 80 )
Equity Release ( 7 )
Retirement income (annuities, drawdown) ( 44 )
Investments and Savings ( 47 )
Pension Transfers - Non Specialist ( 32 )
Inheritance Planning ( 17 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 27 )
Financial Planning ( 31 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 13 )
£100k - £200k ( 3 )
Up to £50k ( 11 )
£50k - 100k ( 7 )
Review
by a verified client in Essex
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After a very poor service from SJP I was looking for someone I could trust to give me honest advice.
How has Paul Sweeny helped you?
An honest approach who did not promise anything. He advised me of my options allowing me to make my own decisions.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Review
by a verified client in Essex
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice and options available
How has Paul Sweeny helped you?
Paul explored and explained numerous options available to me. He was extremely professional and efficient. After I had decided what option I wanted to take Paul handled everything for me, keeping me continuously updated with the progress. Paul was excellent and I'd highly recommend him.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing.
Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inherited some money
How has Paul Sweeny helped you?
He has helped us identify all of the various sources of money we hold including pensions and inheritance money, listen to what we are looking for from life and then help identify a plan that will give us a good chance of delivering those life aspirations, whilst operating within risks that are acceptable to ourselves.
Have you seen the outcome you were hoping for?
Too early to tell at the moment
What could they have done better?
At this moment in time I cant think of anything he could have done better.
Review
by a verified client in Suffolk
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Paul Sweeny helped you?
He looked at our needs and was able to suggest options for us to consider
Have you seen the outcome you were hoping for?
Yes, and we also have comfort in knowing Paul is only a call away should we have further questions
What could they have done better?
Nothing really, I can’t think of any thing Paul could improve
Review
by a verified client in Essex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Required investment advice to provide income.
How has Paul Sweeny helped you?
Met all my requirements.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing