Paul's reviews
Reviewed for
Insurance and Protection ( 39 )
Mortgages ( 27 )
Pensions ( 63 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 22 )
Auto Enrolment ( 3 )
Investments and Savings ( 48 )
Pension Transfers - Non Specialist ( 22 )
Inheritance Planning ( 9 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 5 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 14 )
£100k - £200k ( 5 )
£50k - 100k ( 12 )
Up to £50k ( 33 )
Review
by a verified client in Tyrone
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a need for guidance regarding different pensions that I had.
How has Paul Chada helped you?
Paul helped me through the process of transferring my pensions to True Potential and has given ongoing advice via annual reviews.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Norhing
Review
by a verified client in Tyrone
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
private pension advice
How has Paul Chada helped you?
gave constructive advice and followed through on all suggested
Have you seen the outcome you were hoping for?
yes, excellent service
What could they have done better?
nothing
Review
by a verified client in Antrim
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Information on inheritance
How has Paul Chada helped you?
He has advised me as to what I should do to get the best out of my money
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Antrim
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Early Retirement
How has Paul Chada helped you?
He has provided excellent advice
Have you seen the outcome you were hoping for?
Yes Pension, isabela.prodan@yahoo.com and savings have had good growth.
What could they have done better?
Nothing at present
Review
by a verified client in Down
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had no idea what to do with my pension and due to ill health I needed someone to advise what was the best option for me.
How has Paul Chada helped you?
Paul has gone over and above to help me and made everything so clear and simple to understand. Always kept me updated and helped with paperwork.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Cannot think of anything. Very professional would highly recommend.