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

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

Some six or seven years ago, I realised I needed some professional retirement advice. Asking several friends, colleagues and work contacts, I base decisions on referrals and recommendations.

How has Paul Eason helped you?

In so many ways, straightforward and honest advice for both myself and my now deceased spouse.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

As I have nothing to compare with; I believe the income I have now I have finished work is more than I would have hoped for.

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

I was seeking advice on a defined benefit scheme transfer

How has Paul Eason helped you?

He provided me with the mandatory advice required to transfer the fund

Have you seen the outcome you were hoping for?

Yes and we have been working together since then...over 5 years

What could they have done better?

Nothing

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

Pension and investment planning

How has Paul Eason helped you?

Paul has provided excellent advice and provided a broad range of options, tailored to my personal circumstances.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Thankyou for the excellent service.

Please provide a brief comment about your experience with Paul

Paul has been so helpful in guiding us through our tax return. Being complete novices at his sort of thing we would have really struggled otherwise. He has answered all our queries clearly and has been so professional throughout the process. Nothing has been too much trouble and being able to speak to him 'out of hours' has been such a bonus. Thank you.

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

Previous adviser retired.

How has Paul Eason helped you?

Seamlessly took over both mine and my husbands pensions.

Have you seen the outcome you were hoping for?

Yes always informative and professional

What could they have done better?

There is nothing really as they have always responded promptly and advised both of us very well.

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

Paul was my company’s chosen advisor

How has Paul Eason helped you?

Paul, has a breadth of knowledge and the ability to deliver it in common sense terms. He has supported me extensively over the last couple of years with pension planning.

Have you seen the outcome you were hoping for?

To date Paul’s advise has been sound and I have seen the outcome that was predicted.

What could they have done better?

Future financial planning can be a minefield, There are so many elements to consider, Paul has the ability to present a whole raft of options and whilst I appreciate only time will tell how they perform, I have confidence in Paul’s knowledge and experience to steer my decision making.

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

To make my money work better for me

How has Paul Eason helped you?

He has set me up an investment bond and life insurance that works with my personal situation

Have you seen the outcome you were hoping for?

It is a long term incentive so not yet but I am comfortable with the decisions I made

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

To manage a trust and bond

How has Paul Eason helped you?

Taking over and managing the bond and trust and getting the best out of it

Have you seen the outcome you were hoping for?

Yes, very much so

What could they have done better?

Nothing

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

Needed to transfer a final salary pension

How has Paul Eason helped you?

Got it transferred, also sorted other accounts out for me

Have you seen the outcome you were hoping for?

Yes, excellent service

What could they have done better?

Nothing, everything was done professionally but with a friendly and relaxed atmosphere, and thd right advice

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

I needed a financial advisor for helping with investments.

How has Paul Eason helped you?

With the financial planning and explaining how things work.

Have you seen the outcome you were hoping for?

The investments are performing well.

What could they have done better?

I can't think of anything else.

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

Transfer & Investment for my Pensions

How has Paul Eason helped you?

Paul has Guided me from start to finish in the process of transferring and investing my Pensions for the future. Along with additional money savings.

Have you seen the outcome you were hoping for?

The last few years have been a difficult time for many but within the general market the answer would be Yes

What could they have done better?

I’m not sure anyone could have done better Markets are what they are.

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

The need to have a holistic view of my financial situation and sensible recommendations, aligned with my risk appetite and goals.

How has Paul Eason helped you?

By providing timely, clear, friendly yet professional advice and support.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I genuinely doubt that they could. I would describe RMI as a modern organisation with old fashioned values.

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

Investment of a cash windfall for my mother.

How has Paul Eason helped you?

Advice and support to find the ideal package and carefully explained the details in terms that my mother could understand

Have you seen the outcome you were hoping for?

Absolutely. The investment worked very well.

What could they have done better?

Difficult to think of anything!

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

At the time we began working with Paul, both my husband and I were working full time and we wanted to plan for the future, particularly preparing for a family.

How has Paul Eason helped you?

He listened to our needs and helped us plan for the future. As life changed, he helped us to adapt and adjust our plans. Paul was also the first person we would go to when we needed to face redundancy, planning a new business and then, sadly, terminal illness.

Have you seen the outcome you were hoping for?

Now, as a widow, Paul, Bryrony and the team are my trusted experts. Helping me adapt and plan wisely for the future without my husband. They have listened to my worries and my needs, they have reassured me when feeling anxious and they have helped me understand and move forward. I feel so much more confident knowing they are there and ready to help whenever I need it.

What could they have done better?

N/A

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

My wife and I had used a previous IFA who badly let us down and was really bad at communicating with us.

How has Paul Eason helped you?

Paul has helped us with his honesty, knowledge and very clear communication, involving an international relocation across tax jurisdictions.

Have you seen the outcome you were hoping for?

Yes, most definitely.

What could they have done better?

We could have used Paul’s services earlier , but that was our fault.

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

My husband dealt with Paul prior to his retirement he has now passed away and I have continued to use paul

How has Paul Eason helped you?

His knowledge and advise has helped me through a difficult period

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

In hindsight maybe we took the smaller pension out and invested that but hindsight’s a wonderful thing !

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

Numerous pension pots with various employments so needed to consolidate all to 1 plan

How has Paul Eason helped you?

Yes

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 was recommended and I was looking for a financial adviser who could help with a pension scheme for my employees and also for my personal plan

How has Paul Eason helped you?

Paul helped all the members of my team. He had time and patience and everyone individually with their various circumstances. I was also very helpful with my personal pension during the time I have my business. My personal circumstances have now changed and Paul’s advice has been invaluable

Have you seen the outcome you were hoping for?

Paul’s advice has been invaluable especially in the recent difficult financial market so I am happy with the outcome

What could they have done better?

Paul has been able to help you manage change. I feel totally satisfied with the service

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

Looking at my potential retirement options

How has Paul Eason helped you?

Paul was able to come up with a bespoke pension solution that enabled me to retire earlier than I had expected.

Have you seen the outcome you were hoping for?

The outcome from discussions with Paul have been much better than I had expected.

What could they have done better?

I don’t think Paul could have done more.

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

We looked for a financial advisor initially, to help us plan for our retirement. Paul came highly recommended to us from a loyal friend of ours.

How has Paul Eason helped you?

Paul built us a successful portfolio maximising our long term finances which has now been ongoing for the past 35 years.

Have you seen the outcome you were hoping for?

We have 100% seen the outcome we were hoping for, above and beyond.

What could they have done better?

We feel nothing could have been done any better, we are more than satisfied with Paul’s professionalism, knowledge and the return on our investments.

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

Not knowing how to plan for the future, advise about pensions and insurance policies.

How has Paul Eason helped you?

He has helped by being constantly available, calm and pragmatic.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing at all

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

Manage my money efficiently and towards long term strategic goals

How has Paul Eason helped you?

Paul is very thorough, very helpful and makes sure he deeply understands our objectives.

Have you seen the outcome you were hoping for?

So far I am very happy that the implemented recommendations are taking us towards the objectives we set out and agreed.

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

Looking to retire early due to redundancy from current employer

How has Paul Eason helped you?

Pension Investment selection and options to start a future income. In addition he is readily available to answer various personal financial questions as they arise.

Have you seen the outcome you were hoping for?

No due to the current market situation since end 2020 however main investment has been relatively stable therefore happy with advice of selection. Good updates throughout to explain the market.

What could they have done better?

Small cash sum into an ISA has disappointed

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

Needed expert advice in an area that is difficult for non-specialists to understand.

How has Paul Eason helped you?

Paul has made the difficult to understand very clear and provided logical, understandable advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Difficult to think of anything.

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

As a business owner we needed advice on running our auto enrollment pensiosn schemes and also advice on planning our personal pensions and investments

How has Paul Eason helped you?

Paul has always been available to help with quentions an matters invoving both our business and personal finances. Paul and his team have set up and managed the transtion to worplace pensions for our staff, ensure continuity and robust investments where the risks are closely monitored and controlled and provided personl financial advice and the best ways to invest any spare income.

Have you seen the outcome you were hoping for?

As with all investments things go up and down but over the years Paul and the team have ensured that my staff and I are getting good returns on our investents.

What could they have done better?

Nothing. paul is clearly passionate about his work and this comes across when talkign to him.

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

I am entering the final decade of my working life and securing an acceptable level of income to see me through my retirement years is paramount. Paul had aready been appointed by my employer prior to my start date.

How has Paul Eason helped you?

Paul has been able to assist me in consolidating my pension funds into one controllable pot to ensure the best outcome for my retirement. He has advised me as to what risks I should be taking in order to achieve the best outcome. Pensions can be an extremely confusing area but Paul has advised me in a manner I can understand and has my best interests at heart.

Have you seen the outcome you were hoping for?

Pension funds can be unstable and we are enduring several turbulent economic events. Even so, the outcome I would like to achieve at retirement age, is still attainable.

What could they have done better?

My only wish would be that their now interactive portal had been available a few years ago.

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

Looking for a local financial advisor

How has Paul Eason helped you?

Advice on what to do with our pension

Have you seen the outcome you were hoping for?

Not yet

What could they have done better?

Don’t know

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

My business needed financial planning in 1990s

How has Paul Eason helped you?

Set up company pension scheme and also advice on other lump sum investments

Have you seen the outcome you were hoping for?

Yes

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

Received a lump sum from my pension and wanted to know what the best strategy would be for these funds.

How has Paul Eason helped you?

Paul considered mine and my family's circumstances and arrived at an investment strategy that would be tax efficient, profitable and medium/long term.

Have you seen the outcome you were hoping for?

Whilst the ISA investments have not performed, other than the tax efficiency, the investment bond has exceeded our expectations and we are looking to do more following my wife's retirement and my company sale funds also now needing attention.

What could they have done better?

Nothing - they clearly explained the options, the likely returns (together with potential pitfalls!) and left the decision to us. They were always available at the end of a telephone and made the time to fully understand our needs before arriving at a strategy that suited our circumstances.

Please provide a brief comment about your experience with Paul

Paul is obviously passionate about his subject and eager to share his knowledge, so most of our initial meeting was him speaking. I didn't get the chance to ask many questions and he didn't seem to view listening to my needs as an objective of the meeting. Perhaps he listens more at subsequent meetings for those who engage his services.

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

My wife and I needed to rationalise our financial investments and prepare a stable portfolio of investments for retirement that afforded us with an income whilst protecting our capital.

How has Paul Eason helped you?

Paul advised us on an approach to achieve these aims. His advice was presented in a factual, reasoned and understandable format. All alternative avenues were explored and sound advice was given. This was a seamlessly applied.

Have you seen the outcome you were hoping for?

With the market turmoils over the last decade our objectives have been met and thanks to Paul who has stayed on top of the events we are delighted to have remained with excellent outcomes as a result. Paul and Bryony are both very proactive and work hard at staying ahead of the game and continue to expand their skills and knowledge through self improvement.

What could they have done better?

Both Paul and Bryony have provided confidence and comfort that is rare these days, so it hard to see a negative.

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

I had been badly let down by another adviser shortly before I was wanting to take a transfer value.

How has Paul Eason helped you?

Paul went the extra mile to complete a significant amount of regulatory paper and process and this enabled me to make a decision before my CETV had expired.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

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

Originally because of the business at which I was a director needed to set up a pension for the workforce.

How has Paul Eason helped you?

Paul set up the pension for us and made our life easy by doing it very efficiently so we had nothing hardly to do.

Have you seen the outcome you were hoping for?

Yes, Paul and Bryony now deal with my personal pension and keep me informed constantly which is what I like I feel safe in their hands.

What could they have done better?

Nothing I can think of.

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

My husband and I purchased a flat and we needed a life insurance policy.

How has Paul Eason helped you?

Paul completed a fact find sourced the appropriate policy for our mortgage and health circumstances.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can’t think of anything for improvement. Paul was easy to get hold of and kept us informed at all times, especially when there were a couple questions from GP...

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

The lack of communication of results from a previous financial adviser. Lack of time spent in understanding my situation by the previous financial adviser.

How has Paul Eason helped you?

By listening to and understanding my financial and general life situation, and acting accordingly. By paying special attention to the needs of my husband and myself.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Don't know as my knowledge of workings of finance is not great.

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

We had a number of investments and pensions in different places and in several investment vehicles. We wanted to make sure they were set up correctly for inheritance purposes and to bring them under a more manageable umbrella. All of which Paul and Bryony have helped us to do

How has Paul Eason helped you?

Paul advised on inheritance planning and reorganised our pensions and investments so that they are more visible and easier to follow

Have you seen the outcome you were hoping for?

The outcome has been positive so far

What could they have done better?

Paul and Bryony have been very attentive and always had the answers to any questions we have. Like all good consultant/client relationships listening to the client is a key requirement

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

Retirement

How has Paul Eason helped you?

Arranged my pension, and some ISA stocks and shares

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Without having a lot more personal information, very little.

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

They handled my finances while I was working.

How has Paul Eason helped you?

He managed all my pension arrangements whilst I was working and continues to do so.

Have you seen the outcome you were hoping for?

I am satisfied with the outcome due to the current financial crisis.

What could they have done better?

Who knows?

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

Advised by a fellow director to contact Paul with regard to creating for a pension suitable for myself.

How has Paul Eason helped you?

Offered several companies explaining each one on how they would create a income in the future.

Have you seen the outcome you were hoping for?

The chosen company has performed in line with expectations.

What could they have done better?

Never had a problem with Paul's advice .

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

We were accumulating savings but did not feel confident buying shares or finding other ways to invest without advice.

How has Paul Eason helped you?

He took us through the process and managed the balance of investments which we were comfortable with.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing to my knowledge/

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

General investment originally. Subsequently pension advice.

How has Paul Eason helped you?

Gave a good choice of options and advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Everything good

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

nearing age of 60 and being made redundant

How has Paul Eason helped you?

pension and investment advice

Have you seen the outcome you were hoping for?

Yes, understand what pensions will realise and improved return on investments

What could they have done better?

We have only been dealing with RMI for 8 months so to early to say

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

Needed someone I could trust and Paul was recommended

How has Paul Eason helped you?

Reasoned judgements and excellent explanations have helped me to understand the complex financial world a little better

Have you seen the outcome you were hoping for?

Turbulent times but investment has held its own so really pleased all things considered

What could they have done better?

Perhaps a few more updates in the year

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

I had the opportunity to take a voluntary severance payment so I wanted advice on investments and pensions planning.

How has Paul Eason helped you?

Paul explained the various pension options available to me and assessed my existing employer and personal pensions.

Have you seen the outcome you were hoping for?

Yes, in the first year of working with Paul I have transferred my personal pension plan to a new provider and seen much improved returns.

What could they have done better?

Nothing, I couldn't fault the service!

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

I am getting to the point where I want my money work for me and to move my pension money and set up investments for my children and grandchild

How has Paul Eason helped you?

Paul explanation of the types of investments and the investigations into frozen pension pots was a exceptional and They are now working as explained.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am more than happy

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

Pensions/Insurance

How has Paul Eason helped you?

Looks after personal pensions, we wouldn't go anywhere else!

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?

Moving to a SIP

How has Paul Eason helped you?

Advice on retirement planning. Working on investment and pension for the maximum benefit in terms of tax benefits and when to time the investment.

Have you seen the outcome you were hoping for?

Yes, it as exceeds my expectations

What could they have done better?

I don’t believe anything

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

Sold a business and looking to invest

How has Paul Eason helped you?

Advice and options suited to my circumstances

Have you seen the outcome you were hoping for?

Mostly yes, although Paul has always made sure that we were suited to the outcomes we want, would like to have seen more options

What could they have done better?

Perhaps more investment options versus risk

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

Planning for the future and mitigating financial risk / income tax.

How has Paul Eason helped you?

Supported me and my wife with assessing our attitude to risk, identifying the right level of insurance and protection. finding suitable pension scheme for my wife. Finding tax efficient investments.

Have you seen the outcome you were hoping for?

We are very happy with the advice, service and performance of the investments we have placed via Paul.

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

Being naive and having a company pension, I wanted to enquire whether to leave it where it was, or would it be beneficial for me to withdraw/transfer it too another pension provider where the potential benefits would be better long term for myself and family.

How has Paul Eason helped you?

Paul has patience and explains things in laymans terms, he explained both the pros and cons of leaving my pension funds where they were, as well as withdrawing and transferring to various types of pension funds. The nice thing, I never felt under any pressure at any time to go one way or the other and any further questions I had, were quickly answered.

Have you seen the outcome you were hoping for?

At the present time I am not drawing on my pension, however but the funds are increasing especially during the torrid time we have had over the last 12 months I.e. COVID & Brexit.

What could they have done better?

I find this hard to answer, as Paul always makes himself available for meetings and more recently Zoom calls, in order to provide updates on how the funds are doing and recommending changes/tweaks if he feels a better return could be had.

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

Pension Planning and Investment advice prior to retirement and post retirement.

How has Paul Eason helped you?

Provided expert advice on Pension Planning pre and post retirement, investments and Inheritance Planning. Paul is pro-active, up-to-date and very knowledgeable on financial matters, pensions etc

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am not aware of any significant specific areas

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

Running a buisiness and needing advice on investments,pension options and financial issues

How has Paul Eason helped you?

Advising on investments,pension planning and financial issues both personal and company.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Perhaps form a group or body to lobby the govetnment of the day regarding day to day issues effecting small and medium buisiness and their employees.

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

Business necessity - financial planning

How has Paul Eason helped you?

On both a business and personal level - pension and investment advice

Have you seen the outcome you were hoping for?

Present day financial climate excepted - Yes.

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

My husband started a business with 2 colleagues over 40 years ago and Paul has looked after our investments since then.

How has Paul Eason helped you?

Paul helped us with the business regarding insurance and personally with investments. He explained everything easily so we understood and he gave advice on all questions asked. If we found difficulty in some aspects, he could always approach the answer in another way.

Have you seen the outcome you were hoping for?

Yes. I am now on my own after losing my husband 2 years ago and Paul's advice has been invaluable. He contacts me immediately if there are any changes he thinks I ought to know about and is constantly reviewing my investments.

What could they have done better?

I cannot think of anyone better to look after my investments and over many years he has helped and guided me and my family. I know I am able to contact Paul any time for his advice.

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

Advice re my pension scheme

How has Paul Eason helped you?

Discussed several options and assisted in setting a way forward

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Difficult to imagine what Paul could have done differently during the last 20 years of advice given the outcomes.

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

Funds received from my retirement.

How has Paul Eason helped you?

Good sound advise for receiving a good return.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

He fulfilled all my requirements.

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

help managing money

How has Paul Eason helped you?

sound advice

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

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

Investments for retirement

How has Paul Eason helped you?

Explained and set up a investment program

Have you seen the outcome you were hoping for?

More than I could ever have imagined Excellent service

What could they have done better?

Very well explained investment plan that anyone can understand. Always contactable and approachable. I have referred many friends and family one being a lottery winner.

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

I wanted to ensure various pension pots and investment money was working to full potential.

How has Paul Eason helped you?

Set up investments and moved pensions that needed to be moved.

Have you seen the outcome you were hoping for?

Yes all working well

What could they have done better?

Nothing

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

Early retirement and need to consolidate pensions where suitable. Also investment of inheritances and savings. Planning for transferring funds and inheritance to son and daughter.

How has Paul Eason helped you?

Regular meetings to discuss options and updates on previous investment decisions. Easy availability for ad hoc enquiries. Discussion around risks in different platforms and investments.

Have you seen the outcome you were hoping for?

Yes - investment performance good in spite of market conditions in past couple of years and my preference for caution. Income secured at good level for next 30 years.

What could they have done better?

Nothing - I don't want to gamble with my pension pot so happy with advice given to date on safe investment.

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

Divorce which caused a huge change in my life.

How has Paul Eason helped you?

Paul spent time making sure I understood all aspects of my investments. The information was clear and informative. At the time my investment seemed a huge decision to me. The support from Paul has continued after the initial investment. Paul always makes time to answer questions. They way in which Paul has dealt with my investments have totally suited my requirements.

Have you seen the outcome you were hoping for?

Yes I have had the outcome I was looking for.

What could they have done better?

Other than to continue doing what they are doing please !

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

Pending retirement and receipt of lump sum.

How has Paul Eason helped you?

Paul explained what was possible and how we could minimise tax and provide future income with benefits to the family in case of death.

Have you seen the outcome you were hoping for?

Yes, investment portfolio in place.

What could they have done better?

Nothing.

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

Pension advice for me personally and for my employees

How has Paul Eason helped you?

Paul was able to provide expert advice on pensions and income insurances

Have you seen the outcome you were hoping for?

Yes I am happy with how my pension scheme is performing and the insurance cover that has been arranged

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

As a family we were looking for a long term investment plan both for us and our daughter.

How has Paul Eason helped you?

We received good knowledge from Paul for all our investment needs that now gives us the platform for a good financial future.

Have you seen the outcome you were hoping for?

Yes, we have invested into all the different investments that we discussed with Paul.

What could they have done better?

Paul was fantastic, very informative and knowledgeable on all investments.

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

looking to consolidate my pensions

How has Paul Eason helped you?

he worked through my pensions helping to consolidate and then provided a good idea of income for pension age

Have you seen the outcome you were hoping for?

yes and very happy with his advise and support

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

Planning for my retirement.

How has Paul Eason helped you?

He took time to explain all the options available to me and their features + benefits.

Have you seen the outcome you were hoping for?

Yes, I have now retired and very happy with the advice I received.

What could they have done better?

The only issue I had was the amount of time it took to sort all the pensions I had, but this wasn’t Paul’s fault. Some companies move at their own pace.