Paulina's reviews
Reviewed for
Insurance and Protection ( 15 )
Mortgages ( 17 )
Pensions ( 21 )
Retirement income (annuities, drawdown) ( 4 )
Auto Enrolment ( 1 )
Investments and Savings ( 16 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 7 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 6 )
Financial Mentoring ( 6 )
Financial Coaching ( 5 )
( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 3 )
£50k - 100k ( 2 )
Up to £50k ( 13 )
Repeat review
by a verified client in North Yorkshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Paulina Worthington helped you since your last review?
Arranged 2 private pensions for us, reviewed finances and given advice on lots of different things. Set up an ISA and offered advice on other ISA’s, also advice on income protection. She has been a Godsend
Review
by a verified client in North Yorkshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The purchase of a home
How has Paulina Worthington helped you?
Paulina has helped with regards to being offered a new mortgage along with life, critical illness and income protection insurance
Have you seen the outcome you were hoping for?
Yes, Paulina was able to secure me a mortgage for the purchase of a new home as well as finding appropriate insurance for protection with regards to the new mortgage. Paulina was very helpful and knowledgable throughout the process.
What could they have done better?
I don’t have any concerns or recommendations for what Paulina could have improved on.
Review
by a verified client in North Yorkshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed help with multiple policies and needed some advice and assistance.
How has Paulina Worthington helped you?
She has explained in detail our options and forecasts
Have you seen the outcome you were hoping for?
Not yet as only just set up investments
Paulina:
Hi Jane, Thank you very much for taking time to leave me a review; I appreciate it. I am looking forward to working with you and please do not hesitate to get in touch should you need to discuss anything. With best wishes, PaulinaRepeat review
by a verified client in North Yorkshire
7 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Paulina Worthington helped you since your last review?
Helped with sorting out my pensions
Review
by a verified client in North Yorkshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Desire to rationalise our financial affairs with an accessible advisor
How has Paulina Worthington helped you?
Above objective achieved . New ISA investments created with greater potential and family trust fund set up.
Have you seen the outcome you were hoping for?
Yes, at this early stage in the relationship .