Paul's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 20 )
Retirement income (annuities, drawdown) ( 16 )
Auto Enrolment ( 1 )
Investments and Savings ( 25 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 12 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 16 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 4 )
£100k - £200k ( 1 )
Review
by a verified client in Lincolnshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Upon retirement I needed professional advice to advise on managing the retirement settlement.
How has Paul Rowling helped you?
I have had an association with Paul for some years during which he has guided me on investment for income and for long term planning.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I have been totally satisfied throughout our association.
Paul:
Thank you for your kind review. I truly appreciate you taking the time to share your experience. It’s been a pleasure working with you over the years, helping to manage your retirement settlement and plan for the long term. I’m really pleased to hear that you’ve felt confident throughout our association and that my guidance has provided the clarity and reassurance you need. Managing investments for both income and long-term stability is an ongoing process, and I’m glad our regular conversations have been valuable to you. It’s also great to hear that you find my correspondence clear and that you take the time to engage with it—I always aim to provide information that is both useful and easy to understand. Your confidence in your financial plan is so important, and I look forward to continuing to support you in achieving your goals. Thank you again for your trust and for being such a strong advocate for my services. If there’s ever anything you need, please don’t hesitate to reach out. Best regards, Paul RowlingReview
by a verified client in Cheshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had a terrible experience with someone else. A mutual colleague recommended Paul
How has Paul Rowling helped you?
Providing professional and timely advice. Especially grateful for his sensitivity to our particular needs and character.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
All good so far.
Paul:
Thank you for taking the time to leave a review. I really appreciate your feedback and am pleased to hear that you've had a positive experience so far. I understand how important it is to feel confident in your financial advice, especially after a previous negative experience. I'm glad I’ve been able to provide professional and timely guidance tailored to your specific needs. Sensitivity and understanding are key to good financial planning, so it’s great to know this approach has been valuable to you. It’s also reassuring to hear that you’ve achieved the outcomes you were hoping for. Building long-term financial security is a journey, and I look forward to continuing to support you along the way. If you ever have any further questions or need additional guidance, please don’t hesitate to get in touch. Thank you again for your trust and for considering recommending my services to others—it really means a lot. Best regards, Paul RowlingReview
by a verified client in Cheshire
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on pensions and retirement income
How has Paul Rowling helped you?
I feel I can confidently trust his advice
Have you seen the outcome you were hoping for?
My portfolio has definitely grown
Paul:
Thank you for taking the time to share your feedback. It’s great to hear that you feel confident in the advice you receive and that your portfolio has grown in line with your expectations. Ensuring clients have trust in their financial planning is at the heart of what we do, so I’m pleased that you feel assured in the support and guidance provided. It’s also encouraging to know that our regular meetings help keep you on track with your retirement plans. Financial planning is an ongoing process, and we remain committed to providing clear, transparent advice that supports your long-term goals. If you ever need anything between our scheduled meetings, please don’t hesitate to get in touch. Thank you again for your recommendation—it’s always appreciated. Best regards, Paul RowlingReview
by a verified client in Manchester
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Redundancy and retirement planning
How has Paul Rowling helped you?
Paul has offered sound advice and solutions tailored to my needs
Have you seen the outcome you were hoping for?
Yes, my pension transfer plans are doing incredibly well in a difficult market and everything is visible for me now
What could they have done better?
I am more than happy with the support and advice provided by Paul
Review
by a verified client in West Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wishing to plan our investments when we were working
How has Paul Rowling helped you?
Paul has provided professional and effective advice on investments and wealth management when we were working then financial planning as we approached early retirement and afterwards after retirement. We are now discussing inheritance planning.
Have you seen the outcome you were hoping for?
Yes, we have been delighted at the advise given and the performance of our investments to meet our changing needs.
What could they have done better?
Nothing , just carry on the excellent work