Paul Boutle

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

Retirement

How has Paul Boutle helped you?

With advice on setting up and ongoing maintenance of my pension fund

Have you seen the outcome you were hoping for?

In many ways, obviously like many other people the last five years have had serious impacts on my hopes

What could they have done better?

Nothing

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

He has very successfully supervised and advised me on my pension management

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Kept us in the loop of current financial changes

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

I feel more confident moving forward Thanks again Paul

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Paul continues to be a great help to us financially. We have recently topped up our ISA’s and fingers crossed these will provide us with good return. Paul has also been really helpful on another investment I had which wasn’t doing that great

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Everything has been amalgamated into one company and therefore easy to track and understand.

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Continuing to support me in my desire to transfer pension funds

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Paul is always there to offer sound advice to any financial matters I may have.

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

There is not much to add since I wrote the review last year. He continues to be available if we need to discuss matters and when he came to see us a few weeks ago, he was able to communicate the issues in a way which was simple to understand.

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Very helpful with our investments

Please provide a brief comment about your experience with Paul

Explained things very clearly. Took the time to understand what was needed and to make sure I understood.

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

He has given me top class advice on investment and pension allowance aspects of finance an absolute diamond

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Have known Paul a long time and he knows us well. He prepares for our meeting and looks to see if we can benefit from any changes. Over the last eight years he has given us sound advice and guidance.

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Review pension investment

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

He always goes over what we did the previous year. He noticed I was more willing to take on a little more risk, following an up to date risk assessment, so informed me of more suitable investment opportunities.

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Paul has been there to answer any questions and offer advice

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

This last year Paul's advice encouraged us to switch pension investment funds to increase growth. He carried out those changes swiftly and professionally. Paul remains fully committed to providing us with the best service in a friendly manner. Thank you Paul.

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Paul is always there at the other end of the phone when i have any questions and available for a home visit if required, Paul is always friendly and listens to what I am asking about and answers professionally and knowledgeably which gives me confidence

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Given me the advice and confidence to continue investing in what is a turbulent period of time

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Paul has continued to provide the same level of excellent service, I cannot speak highly enough of his commitment to provide ourselves with sound advice on our investments.

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

needed help when my pensions maturedcombined

How has Paul Boutle helped you?

combined 2 pensions into 1pot and invested them for long long term growthyes

Have you seen the outcome you were hoping for?

yes they have done well

What could they have done better?

probely could if i had taken greater risk

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

I needed some professional advice on navigating the maze of private pensions

How has Paul Boutle helped you?

Paul has helped me by recommending a pension suitable to my personal needs and then setting this up for me. Since then Paul has continued to advise me each year on whether things are on on track or need changing.

Have you seen the outcome you were hoping for?

Not yet. But I guess financial markets have been pretty volatile these passed few years given world events.

What could they have done better?

A better return lol

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Financial guidance

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

So many different pensions and wanted all in one place

How has Paul Boutle helped you?

Paul has given advice and helped my wife and I to understand finances

Have you seen the outcome you were hoping for?

Yes. We are very pleased as the advice has been invaluable

What could they have done better?

I don’t think Paul could have done any better than he has done already.

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

Looking to retire and needed professional help with my final salary pension

How has Paul Boutle helped you?

Paul is an excellent advisor he immediately put my wife and myself at ease and spoke at a level we both understood.

Have you seen the outcome you were hoping for?

Paul has helped a great deal already and our work together is still ongoing

What could they have done better?

Can’t think of anything

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

Mis-trust of existing advisor

How has Paul Boutle helped you?

Given me the confidence to invert and transfer pension funds

Have you seen the outcome you were hoping for?

gradually

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

Looking to put my pensions together

How has Paul Boutle helped you?

Paul is an invaluable source of information and reassurance over the years he has looked after the financial side of my life, particularly planning for my daughters future with pensions and investments and savings. He explains things in plain english which makes decision making easier for me.

Have you seen the outcome you were hoping for?

Yes. Paul has helped me get the most from my pensions and savings. Whereas I wouldnt of considered changing or moving them.

What could they have done better?

Nothing

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

I had a private pension and needed advise

How has Paul Boutle helped you?

He has allowed me to see what options I had and worked with me with my best interests in mind

Have you seen the outcome you were hoping for?

Yes

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

As always, Paul has known the questions to ask; over several years he genuinely keeps an interest in our family news. Discussing (what to us are significant sums of money) our financial issues with him is therefore easy; his advice is easy to understand and we are confident that we have received the correct information from him.

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

Needed advice on investments and have known him for many years (when he was in banking)

How has Paul Boutle helped you?

Very helpful with our savings

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Very satisfied with our investment

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Always up to date information. Good guidance on where to go

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

I was looking for a bridging loan and a friend referred him to me. This was only going to need this until my house was sold.

How has Paul Boutle helped you?

Paul advised me on my options and since then helped make the best of my pension and investment from savings. I see him annually when he updates me on how much I've made, or not, due market variables. If things don't seem to be doing well we discuss possible move to better performing company shares.

Have you seen the outcome you were hoping for?

Mainly yes, but I know this sector can change at the drop of a hat. But Paul knows me well and that I'm not a risk taking. I'm happy with a steady rise but equally aware things can go the opposite way.

What could they have done better?

I'm sure there is nothing better he can do, because if there was he'd have done it. He is guided by the markets.

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Always available via email or phone for a chat.

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Paul always responds quickly to my requests for assistance. Since my last review he has guided me through the most appropriate life assurance for my needs, coupled with assistance with my savings transactions. I can always rely on his professional and candid approach to put me at ease. Keep up the good work Paul

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

I needed advice on how to invest my pension pot

How has Paul Boutle helped you?

He has provided me with sound financial advice that gave me the confidence to invest

Have you seen the outcome you were hoping for?

During my investment period I have witnessed the highs and lows of investing but that’s the risks that you take. We have all witnessed very unsettling economic times and this inevitably has an impact on investments but they’re holding their own and gradually improving.

What could they have done better?

Nothing

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Continued monitoring of effectiveness and appropriateness of investments.

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Paul continues to provide an excellent service. Always approachable, giving clear easy to understand advice on our investments.

Please provide a brief comment about your experience with Paul

Provided all the information for my requirements at the moment

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Has looked after my pension portfolio and explained new products on the market

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Very much the same the last time I left a review he has continued to deliver great advice and is always available when and if you need anything always friendly.

Please provide a brief comment about your experience with Paul

Pleasant and easy to deal with, knowledgeable and able to give clear and easy-to-understand explanations.

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

Needed a pension fund manager

How has Paul Boutle helped you?

He has found appropriate investments and monitored them for me.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing considering the world situations.

Please provide a brief comment about your experience with Paul

Very helpful, very easy to talk to

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

Wanting advice regarding retirement income and drawdown

How has Paul Boutle helped you?

Gave us all advice we needed

Have you seen the outcome you were hoping for?

Yes

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

Manage help with finance

How has Paul Boutle helped you?

100% understands our needs

Have you seen the outcome you were hoping for?

Not at the moment

What could they have done better?

Not them, the market and circumstance

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Paul came over after work to review how my pension was performing and he explained future options to me. He answered every question I had with his extensive knowledge.

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Paul has been great. I can get very anxious about financial appointments and this was perfect- thank you. Time was given for me to fully understand everything without any pressure

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

I received a pension that I did not know I had and did not know what to do with

How has Paul Boutle helped you?

He has helped guide me through the processes needed when sorting out my pension and explained everything to me

Have you seen the outcome you were hoping for?

When this pension turned up I didn’t know what to expect, I had no expected outcome as I had no expected other pension. The outcome is more than satisfactory

What could they have done better?

Paul has been great, I don’t think that there is anything he hasn’t done for me

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Following up on previous information/action

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Reviewed investments, gave advice about moving funds and generally looked after our retirement income.

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

Getting older

How has Paul Boutle helped you?

Pension fund reinvestment and further advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Much the same as previous. He explains my statements, which usually show an increase in funds, demonstrating the companies in which I've invested are doing ok. He knows I'm not a risk taker so all's ok if funds improve albeit steadily. He always reminds me to contact him if I have any questions or issues.

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Paul has continued to keep a close professional eye on our financial investments throughout the year. We can always rely on Paul to offer us unbiased advice, which enables us to make informed decisions on any changes that need to be made. For instance, this year we have changed our pension investment funds in an effort to increase returns in the future. In between our annual reviews, Paul has always responded quickly to any of our communications, and nothing is too much trouble.

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Advised on pension and savings accounts

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Paul has continued to provide an excellent service giving solid advice to both my wife and myself from wich we have benefitted over a considerable number of years

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Paul has continued to provide me with sound financial advice on my investments through what has been a difficult time for any investor. Paul tells it as it is and gives you the information to help me make informed decisions. I consider his advice to be invaluable.

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

Paul continues to giive me exellent sevice regarding my finances

This review is a follow-up review from a client who left a review previously.

How has Paul Boutle helped you since your last review?

He has continued to supply great advice and nothing is too much trouble whatever your query may be

Please provide a brief comment about your experience with Paul

Paul was very easy to understand, knowledgeable and thorough. He was willing to answer all my questions.

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

Needed to sort out pension planning drawdown of pensions

How has Paul Boutle helped you?

He sorted out the pension drawdown and set up life insurance

Have you seen the outcome you were hoping for?

Yes

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

Pensions to sort out

How has Paul Boutle helped you?

Told me what was best for me and my wife

Have you seen the outcome you were hoping for?

Yes year on year

What could they have done better?

Can’t think of anything

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

Annual review

How has Paul Boutle helped you?

As always, keeping us up to date with how our finances.

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?

To ensure that we placed our finances in order.

How has Paul Boutle helped you?

With the correct and concise information and advise

Have you seen the outcome you were hoping for?

Yes, ongoing

What could they have done better?

Nothing

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

My pension was in need of reviewing and I decided upon critical illness cover

How has Paul Boutle helped you?

He has blended my existing pensions into a new up to date deal and helped me chose the cover I wanted for a critical illness cover

Have you seen the outcome you were hoping for?

Yes, very easy to understand and very patient.

What could they have done better?

Nothing I can think of

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

I wanted to amalgamate various pensions in to one scheme to enable me to access my tax free lump sum

How has Paul Boutle helped you?

Paul looked in to the various pensions and set up a suitable pension fund to enable me to do this

Have you seen the outcome you were hoping for?

Not all the money has been released to me yet, but it is in the process currently.

What could they have done better?

I cannot think of any aspect that could be improved as yet.

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

I wanted to better plan for my retirement so thought I'd consult professional advice

How has Paul Boutle helped you?

Paul helped me by completing a review of my current situation, attitude toward risk, aspirations for retirement and then put together a most comprehensive report of advice. He went to great lengths to first get to know me and build a rapport which was reassuring.

Have you seen the outcome you were hoping for?

I was very impressed with the lengths to which Paul went to in getting to know me and answering all of my questions. Paul's advice was well researched and presented and I was happy to go with it, as for the ultimate outcome...well only time will tell. However, I was in agreement that ongoing advice would be in my best interests so as a result I am confident that should the need arise we can adjust the strategy to best achieve the outcome I hope for.

What could they have done better?

The whole business needed to be conducted during a national lockdown and we complied with this throughout. Paul was always very professional. In the future I look forward to a proper face- to - face discussion!

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

We had some investments which were hardly getting any interest. We knew Paul from when he worked with Lloyds TSB, and were happy with his advice then, so we tracked him down to RetireInvest. We then received a legacy so we needed more advice.

How has Paul Boutle helped you?

Paul gave us advice slowly and clearly. If we couldn't fully understand something, he gave us as much time as necessary. He arrives on time, and has prepared thoroughly our needs and circumstances, before sharing his advice.

Have you seen the outcome you were hoping for?

The first year after investing the legacy produced a 13% interest. We were very happy with that outcome, especially as we were middle of the road risk.

What could they have done better?

Nothing. Excellent meeting and advice.

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

Needed to sort my three small pension and claim 25pc tax free Paul came very highly recommended

How has Paul Boutle helped you?

Paul chatted to me for quite a long time to find out my needs and expectations He came back with a Taylor made plan which l agreed to , He explained everything very clearly

Have you seen the outcome you were hoping for?

The outcome has been far better than l could have hoped for. I expected a poor result last year but l was again delighted with the outcome

What could they have done better?

Nothing top class through and through l have recommended Paul to several friends and they are all delighted with Paul He is totally trustworthy and very good at what he does

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

Retirement for both of us

How has Paul Boutle helped you?

Paul did a complete review of our finances. Brought together a number of investments for us including pension pots. Re-invested with Old Mutual. Ensured wills and POA in place

Have you seen the outcome you were hoping for?

More than

What could they have done better?

Brought red wine at Christmas instead of white... just joking. Over the last five years we have met annually to ensure everything on track and have been delighted with the service we hav3 received.

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

Upon my retirement advice was needed regarding pensions

How has Paul Boutle helped you?

By contacting pension companies and sorting out annuities to provide pension income. Advice in transferring a pension fund to an accessible investment fund.

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?

getting closer to retirement and had several different pensions/ annuities

How has Paul Boutle helped you?

Paul is very easy to talk to and he listens to what you have to say then explains several options and advised the way forward giving me choices in ways of consolidating my finances

Have you seen the outcome you were hoping for?

I suppose in some respects you never get all you are hoping for but I have been pleased so far with the out come

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

My partner had 2 different company pensions which had matured, but the benefits were restrictive. Paul facilitated a consolidation of these pensions into one personal pension which gave more flexibility. I also required my 2 matured personal pensions to be re-invested into a new flexible pension, a long with an ISA. Paul was recommended to us by a friend.

How has Paul Boutle helped you?

Paul was and is extremely approachable, professional, thorough and explains everything in detail to ensure we understood every step along the way to acheiving our goal.

Have you seen the outcome you were hoping for?

So far, most certainly

What could they have done better?

Absolutely nothing

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

Planning for future

How has Paul Boutle helped you?

He gave me good advice on options for my retirement

Have you seen the outcome you were hoping for?

So far in these uncertain times it has performed well

What could they have done better?

Nothing

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

Approaching retirement and wanted to maximise growth of my pension savings

How has Paul Boutle helped you?

Recommended better funds for my pension and ISA savings

Have you seen the outcome you were hoping for?

Yes

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

Initially for investment options, pension pot & financial advice on a Divorce settlement

How has Paul Boutle helped you?

He sorted out investments, pension transfers, ISA’s and an Insurance. Paul took the time to really get to know us & gave us every confidence to understand our goals within our comfort levels.

Have you seen the outcome you were hoping for?

Yes. Paul regularly provides updates and is always available to answer any questions or explain options, giving utmost reassurance.

What could they have done better?

Nothing. Paul has met & surpassed our expectations.

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

We were coming to an age where retirement is looming and the possibility of children buying houses/marriages and grandchildren. We therefore wanted to make sure we could move our cash ethically, let the money work for us but have enough accessible at fairly short notice if required.

How has Paul Boutle helped you?

Paul was very patient and knew the right questions (when we were not sure ourselves!). He explained everything step by step yet let us make the final decisions. Consequently he has periodically visited to make sure we are still happy with all the arrangements and move any more monies as necessary.

Have you seen the outcome you were hoping for?

Yes. We wanted somebody who could address our needs and arrange to move the monies for us.

What could they have done better?

Nothing as far as we can see.

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

I retired from Local Government in 2009 and wished to have advice regarding my pension and my lump sum.

How has Paul Boutle helped you?

I sought advice when I retired and that is when I first came into contact with Paul. He gave me sound advice on how to manage my lump sum and the mortage which at the time I was still paying. I found him to be very approachable and he took his time explaining to me how I could maximise my savings through investments. We have twice yearly reviews and I know he is only just at the end of phone should I need advice.

Have you seen the outcome you were hoping for?

Yes is the answser to that question, I appreciate that the markets will fluctuate, however, I am satisified with the outcome I have presently.

What could they have done better?

I believe I have been given the best advice in my circumstances, and I'm at a lost to know what they could have done better