Paul's reviews
Reviewed for
Insurance and Protection ( 23 )
Mortgages ( 7 )
Pensions ( 230 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 152 )
Auto Enrolment ( 5 )
Investments and Savings ( 183 )
Pension Transfers - Non Specialist ( 49 )
Inheritance Planning ( 83 )
Long Term Care ( 33 )
Pension Transfers - Specialist ( 50 )
Financial Planning ( 96 )
Financial Mentoring ( 16 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 51 )
£200k - £500k ( 50 )
£100k - £200k ( 26 )
( 3 )
£50k - 100k ( 17 )
Up to £50k ( 14 )
Review
by a verified client in Lanarkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
seeking advice on retirement planning
How has Paul McFadyen helped you?
Provided reassurance around financial planning for all short, medium and long term
Have you seen the outcome you were hoping for?
Yes Paul has provided both my husband and I with the reassurance we needed prior to actual retirement soon
What could they have done better?
Nothing to add. Service has been excellent both from planning to execution of the meetings. All staff very welcoming, organised and knowledgable.
Review
by a verified client in Lanarkshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension Transfers advice
How has Paul McFadyen helped you?
Paul provided me with all the information and data I needed to make an informed choice when it came to considering the options available to me with the pension I had at the time
Have you seen the outcome you were hoping for?
Yes, 100%
What could they have done better?
Nothing - everything from was done perfectly from the offset
Paul:
Thank you Amanda for your latest review and kind words. It is our pleasure to be assisting with your plans. The Spectrum team and I look forward to catching up with you soon.Review
by a verified client in Outside UK
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
we had lost a loved one so young in life & it made us realise that life is too short & we wanted to follow our Dreams whilst we could .
How has Paul McFadyen helped you?
Paul helped my husband obtain that dream with his hep & advice - he steered us in the right direction. We loved the personal Touch that this was about us first & foremost.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
No - 100%
Review
by a verified client in Lanarkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement and moving funds away from company scheme
How has Paul McFadyen helped you?
Given solid advice on investments and future planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don't believe Paul could do more than he does
Paul:
Thank you for your latest review and feedback. It has been great to see your retirement take shape and your financial plans falling into place.Review
by a verified client in Renfrewshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wished to retire early and sought out the best possible advice.
How has Paul McFadyen helped you?
Paul has enabled me to have a regular monthly income for almost eight years now allowing me to enjoy the retirement that I sought.
Have you seen the outcome you were hoping for?
Yes, I am more than happy if the advice Paul regularly provides.
What could they have done better?
I can think of nothing.
Paul:
It has been an absolute pleasure to assist with your plans. The team and I really appreciate your feedback. We also appreciate the various others you have put in touch with us, and it has been a pleasure to assist with their plans too. Thank you again.