Paul Eason

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

Income for our returement - management and future-proofing

How has Paul Eason helped you?

Paul explained everything very clearly and was happy to go into detail or simplify for us as necessary. His consideration combined with his knowledge allowed us to make informed decisions about our future investments.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing we can think of

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

Generational wealth & inheritance planning

How has Paul Eason helped you?

Paul has provided a clear platform to understand the nuances and pitfalls of various different types of accounts, bonds etc which has allowed me to make informed and well rounded choices for my investment future.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

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

I wanted to consolidate 3 of my DC pensions from previous employers

How has Paul Eason helped you?

Paul and his team helped me in selecting a good new pension provider and the transfers from the old schemes. The new provider has performed excellently since the transfer. Paul has provided clear and concise reviews on the performance of the new scheme and income forecast.

Have you seen the outcome you were hoping for?

Yes. I am very happy with the new choice made and the support I am getting.

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

Having arrived in my 50's I started thinking about when it might be possible to retire. My mum and her partner had used Paul, as had my brother in law, and they both said how amazing Paul and the team at RMI was. I contacted them and have never looked back

How has Paul Eason helped you?

Paul has helped me understand the options I have when looking at my retirement plans, and has helped me invest the money I have more proactively to make the money work best for me

Have you seen the outcome you were hoping for?

Initially I wasn't sure but there were a lot of external circumstances impacting that e.g. Covid, Ukraine war, the economy generally. However, since then, I have seen a tangible return on my investments to date and a clear picture of what I need to do in the next 5-8 years to acheive my retirement goals

What could they have done better?

Nothing! Paul and his team are amazing! Always there with sound advice whenever you need it of them

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

I first met Paul when he was brought in to the company I work for started a pension scheme

How has Paul Eason helped you?

Paul always makes you feel your are his only client, he has guided me on where my pension portfolio should be and always given good advice on how to plan for the future

Have you seen the outcome you were hoping for?

Yes and more than I could have hoped for

What could they have done better?

Nothing