Paul Keeley

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

I was newly retired and needed advise on planning my finances

How has Paul Keeley helped you?

he listens to his clients needs ,and has helped me in planning and managing my pension draw down

Have you seen the outcome you were hoping for?

Yees

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

I felt I need for expert advise to plan for my financial future

How has Paul Keeley helped you?

Through Paul's knowledge and advise I have been able to invest financial and use my savings to take early retirement

Have you seen the outcome you were hoping for?

I have been able to take early retirement which was the outcome I wanted

What could they have done better?

I don't feel Paul could have improved his service. I am very happy with his professionalism and the service he delivers0

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

the difficulty of finding an excellent financial advisor

How has Paul Keeley helped you?

to the very best of his abilities in all matters above

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

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

I needed to find a better interest for my mortgage. I also required a life insurance package tailored to my needs.

How has Paul Keeley helped you?

Yes. He found low interest rate mortgage, very quickly. He also found a long term life insurance package within my budget. His communication through emails very informative and instant. If we weren't happy, he would quickly come back to us with alternative options.

Have you seen the outcome you were hoping for?

Yes, interest was rates he found was much more competitive than what we found elsewhere. Insurance package covered everything I needed for my family and myself.

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

I needed to re-mortgage my house and Paul was recommended by a family member.

How has Paul Keeley helped you?

Paul met with me and we went through everything, he arranged a mortgage for me in record time to get a lower rate just before an increase, saving me many pounds over the duration. His advice was invaluable.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don't think Paul could have done anything better