Paul McCabe

Please provide a brief comment about your experience with Paul

I was unsure about contacting anyone about my money situation as it can be a bit of a minefield to understand all the options available. A friend referred me to Paul and I can say it was the best decision I made. He talked me through everything with clear and concise advice. Everything was explained in a manner I could understand and Paul has left me in a far better place with a clear path of what I need to do going forward, I would urge anyone looking for financial advice to speak with Paul who was professional and has a fantastic knowledge that he puts across in a very friendly manner that is easy to understand. Would give a 10/10 rating from a very happy client. Thanks Paul

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

I have been with Acumen for a few years now, Paul took over my account last year and has continued to provide a high level of service

How has Paul McCabe helped you?

Paul gives clear explanations of the situation, advice on what can help as well as a pragmatic approach to weighing living to saving.

Have you seen the outcome you were hoping for?

The account had performed well over the last year

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

Problems with other advisors

How has Paul McCabe helped you?

Being clear with his advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

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

I am of Pensionable age and have been seeking advice and have not had satisfactory advice from other advisers. I found Paul pensionable and friendly whilst being informative and helpful

How has Paul McCabe helped you?

Advice on Pension transfers and financial planning

Have you seen the outcome you were hoping for?

To early to tell but looking good so far

What could they have done better?

I don't thing there was anything they could have done better

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

We had reached a point where we needed to determine an appropriate retirement strategy.

How has Paul McCabe helped you?

Paul listened carefully to our needs and objectives, and took the time to talk us through various options before we settled on an agreed strategy. Paul’s use of cashflow modelling greatly helped our understanding of the feasibility of the options under consideration.

Have you seen the outcome you were hoping for?

We believe we have a sustainable retirement strategy based on realistic assumptions. The commitment to at least an annual financial planning review will obviously provide an opportunity to help ensure the strategy remains on track.

What could they have done better?

Nothing really. Paul demonstrated the professionalism and diligence we expected.