Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 3 )
Pensions ( 68 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 35 )
Investments and Savings ( 71 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 11 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 15 )
Financial Planning ( 33 )
Financial Mentoring ( 8 )
Financial Coaching ( 4 )
( 2 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 12 )
£100k - £200k ( 11 )
Up to £50k ( 9 )
£50k - 100k ( 13 )
Repeat review
by a verified client in Lincolnshire
5 days ago
Overall
Advice
Service
Value
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?
The same as he's always done. See previous review comments.
Paul:
Thanks for the feedback and as always it is much appreciated.Repeat review
by a verified client in Lincolnshire
17 days ago
Overall
Advice
Service
Value
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 looked after our finances since we retired nine years ago and has reviewed them with us annually. I have known Paul for many years and worked along side him and he knows us and our family well. We both worked in banking and so I have a limited knowledge of finances but am amazed at the depth of Paul’s knowledge and how he keeps up to date and keeps us up to date too. We have followed his advice and gained from it over the last nine years, we have see ups and downs but Paul has helped us to grow our finances and enjoy a comfortable retirement. I would have no hesitation in recommending him personally and professionally and we hope to continue this relationship for many years to come. Just make sure you have green tea and honey n ( but will drink black tea too). Thank you Paul.
Paul:
Thanks for those lovely comments and you know it's my pleasure to have been able to help you both and long may it continue.Repeat review
by a verified client in Lincolnshire
a month ago
Overall
Advice
Service
Value
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 sound advice regarding my investments and continues to have my full confidence as my financial advisor
Paul:
Thanks for the great feedback and I'll keep trying to live up to the standard you expect.Repeat review
by a verified client in Lincolnshire
a month ago
Overall
Advice
Service
Value
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 re my pension , also available to chat on the phone or arrange a home visit if needed, Paul is always friendly and listens to what I am asking about and answers professionally and knowledgeably , in ways i can understand which gives me confidence.
Paul:
Thanks for the feedback and always glad to be of help.Repeat review
by a verified client in Lincolnshire
a month ago
Overall
Advice
Service
Value
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 recommended a change in investment fund.
Paul:
Thanks for the comments which I'm pleased are positive, although surprised with the overall score, especially as we only met up in December and everything was fine then. I'll be in touch to check what more I can do for you.