Paul's reviews
Reviewed for
Insurance and Protection ( 60 )
Mortgages ( 66 )
Pensions ( 89 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 38 )
Investments and Savings ( 105 )
Pension Transfers - Non Specialist ( 25 )
Inheritance Planning ( 12 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 45 )
Financial Mentoring ( 10 )
Financial Coaching ( 8 )
( 1 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 25 )
£100k - £200k ( 16 )
( 1 )
£50k - 100k ( 13 )
Up to £50k ( 28 )
Review
by a verified client in Herefordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed financial advice on how to manage investments and savings
How has Paul Urmston helped you?
Paul has helped hugely with my investments and savings
Have you seen the outcome you were hoping for?
Yes, Paul provides annual reviews and I am happy with the results so far
What could they have done better?
Nothing
Review
by a verified client in Herefordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Took voluntary redundancy from my job
How has Paul Urmston helped you?
Collected all my pensions and insurances together to form a regular income and investment isa
Have you seen the outcome you were hoping for?
Very much so
What could they have done better?
Not a lot
Review
by a verified client in Devon
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To bring different pension pots together and provide a forecast for my retirement
How has Paul Urmston helped you?
Paul has streamlined my pension savings and my money is getting a good return, which I can see in regular statements. He has created a forecast of my potential income in retirement which is reassuring and very helpful.
Have you seen the outcome you were hoping for?
I'm not at retirement yet, but I am more confident that I will be comfortable when I get there.
What could they have done better?
I am happy with everything, can't think of any negatives.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Paul
Identified issues previously not made known to me. Clear explanations given to questions asked. Did not feel under any pressure. Professional throughout.
Review
by a verified client in Worcestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning for retirement
How has Paul Urmston helped you?
Simplified future financial planning.
Have you seen the outcome you were hoping for?
Very satisfied
What could they have done better?
N/A