Paul Rose

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

pension and retirement plan

How has Paul Rose helped you?

paul as consolidated my pensions into a easy to understand way

Have you seen the outcome you were hoping for?

still ongoing but very happy with the preformance

What could they have done better?

n/a

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

Received inheritance and needed advice.

How has Paul Rose helped you?

Pensions, savings.

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?

I inherited some money and wanted to put it away for my retirement.

How has Paul Rose helped you?

He advised the best way to make my money work as hard as possible for me.

Have you seen the outcome you were hoping for?

Initially, no but that was not due to Paul but what was happening in the world. They are improving now.

What could they have done better?

Nothing.

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

We needed help with our savings and pensions and he was a great help.

How has Paul Rose helped you?

We needed some financial advice and Paul was available and was excellent at his job, he gave us advice about our pensions, financial arrangements and help us with our investments and savings. We have known him a long time and always gives us the best advice. Thank you Paul

Have you seen the outcome you were hoping for?

Yes we have.

What could they have done better?

Nothing he has done everything we had asked of him and he could have done no better.

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

Pension transfers

How has Paul Rose helped you?

By planning the transfer of my pension after divorce

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No