Paul's reviews
Reviewed for
Mortgages ( 1 )
Pensions ( 4 )
Retirement income (annuities, drawdown) ( 2 )
Investments and Savings ( 43 )
Inheritance Planning ( 3 )
Financial Planning ( 13 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 6 )
£100k - £200k ( 2 )
£50k - 100k ( 5 )
Review
by a verified client in Devon
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had some money left to us, we did not know the best way to invest it, so we got in contact with Paul Drake for his advice.
How has Paul Drake helped you?
He advised us of different options on how to invest our money, which we are very pleased with.
Have you seen the outcome you were hoping for?
Yes, we are very pleased with the investments we have made.
What could they have done better?
Just leave things as they are.
Paul:
Many thanks for taking the time to do a review for me and for your kind comments. I'm glad you are pleased with my services. I'll look forward to our next meeting. All the best, PaulReview
by a verified client in Devon
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was worried about inheritance tax. I'd met Paul many years ago in a local Building Society branch. When I found him on Vouched for, I decided to make contact.
How has Paul Drake helped you?
Paul has helped me to set up a trust fund
Have you seen the outcome you were hoping for?
Yes all completed
What could they have done better?
The service that Paul provided was faultless
Paul:
Many thanks for taking the time to do a review of my services and I look forward to our review meeting next year.Review
by a verified client in Devon
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had some money we wished to invest.
How has Paul Drake helped you?
Tremendously well over the years always very helpful
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really
Paul:
Thank for your kind words and for taking the time to do a review on my services. I'll look forward to seeing you again next year. All the best, PaulReview
by a verified client in Devon
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance, sale of house and retirement. Co- op bank withdrew their financial advisors, and I knew of Paul through them.
How has Paul Drake helped you?
Been friendly, and helpful with making safe investment decisions. I always feel I can ask questions without sounding stupid.
Have you seen the outcome you were hoping for?
Always stayed ahead of the curve, so very pleased.
What could they have done better?
Nothing.
Paul:
Thank you very much for your review and for your kind words. I'm glad that you are pleased with my services. I look forward to our next review meeting. Best wishes, PaulReview
by a verified client in Devon
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was without a financial adviser for a few years and my investments needed updating.
How has Paul Drake helped you?
He has invested the money in the appropriate investment funds.
Have you seen the outcome you were hoping for?
As with any investments they go up and down and when I need to draw on this money, I hope the market will be going in the right direction. At present everything seems to be going in the right direction.
What could they have done better?
I have no complaints.
Paul:
Thank you for taking time to do this review. It is my pleasure assisting you with your financial planning. Looking forward to seeing you again soon! All the best, Paul.