Paul Moody

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

My pension was with Prudential, the service I received from them was poor.

How has Paul Moody helped you?

He explained the various options available to me and gave me advise as to which option would be the best one to take.

Have you seen the outcome you were hoping for?

Yes, although the time taken was lengthy and due to the fall in the stock market the value of my pension fell by almost £6000.

What could they have done better?

From start to finish the time taken was seven months. It would have been better if that period of time had been shorter.

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

Sold a property and now downsizing leaving money for investment.

How has Paul Moody helped you?

To understand the various options available and the risks involved. Paul explained the options clearly and was very patient when answering all my questions.

Have you seen the outcome you were hoping for?

Not yet. First Meetings held only in the last 2 months.

What could they have done better?

Paul met all my needs.

Please provide a brief comment about your experience with Paul

Paul is always very thorough and provides very sound and impartial advice

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

Annual review of my Fathers investments

How has Paul Moody helped you?

Helped my Father plan to reduce future inheritance tax payments.

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?

Parent with dementia

How has Paul Moody helped you?

Financial planning for mums care

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?

Needed a review on our investments

How has Paul Moody helped you?

With good 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?

Because i needed advice

How has Paul Moody helped you?

by giving advice

Have you seen the outcome you were hoping for?

yes

What could they have done better?

I dont know

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

Had pension lump sum to invest

How has Paul Moody helped you?

Talked me through everything making it easy to understand.

Have you seen the outcome you were hoping for?

You early

What could they have done better?

Nothing

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

Been with the company for a while but Paul is my new advisor

How has Paul Moody helped you?

Made me realise my pension was not in the best situation

Have you seen the outcome you were hoping for?

Not yet but expecting too

What could they have done better?

Been my advisor earlier!

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

Investing cash. Needed to review situation due to markets and the war in Ukraine

How has Paul Moody helped you?

Paul gave me solid and empathetic advice and options

Have you seen the outcome you were hoping for?

Not sure about this as volatile situation.

What could they have done better?

Nothing

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

I had come into some money inherited from my mother, about which we needed advice and ideas on how to best to invest.

How has Paul Moody helped you?

Paul is very knowledgeable and professional, and has an approachable and personable manner, which quickly built up our confidence and trust in him as a financial advisor. He also helped us understand our attitudes to financial risk, so that we would be comfortable with any proposed investments or strategies. In short, we felt that he was not hurrying us but carefully and thoroughly getting to grips with our individual needs, wishes and aspirations. He clearly explained the great variety of options re what we could do with the inheritance and their specific benefits and longer term implications. (At this point, it was useful to have some reading material to take away with us, which reiterated what Paul had said, allowing us to review our various options in our own time and at our own pace after our meeting. We had been given substantial information, so this both helpful and reassuring.) After our initial meeting, Paul was able to draw upon considerable research and up-to-date information on current investment opportunities. He then put together a report outlining our best options based on what we had said but was only too happy to "tweak" our plan as necessary. In essence, he worked hard to ensure that the final plan was a perfect match for our circumstances and aspirations.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing at all, it was a very thorough and professional process; we felt no pressure to go down any particular route, but that all research and financial advice was focused on ourselves as individuals and was based on what we wished to achieve with the inheritance.

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

To invest savings and pension lump sum to supplement pension

How has Paul Moody helped you?

To determine the best investments for us.

Have you seen the outcome you were hoping for?

Yes, we have invested.

What could they have done better?

No suggestions.

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

Pension advice

How has Paul Moody helped you?

Explained in detail updating our pension policies

Have you seen the outcome you were hoping for?

No as yet

What could they have done better?

Nothing

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

Tired of doing it ourselves

How has Paul Moody helped you?

Clarified our decision and his expertise and knowledge plus a a good assesment of our needs were much appreciated.

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?

Retirement income

How has Paul Moody helped you?

Great advice on my plan

Have you seen the outcome you were hoping for?

It's all good

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

Previous one died.

How has Paul Moody helped you?

Filled a gap.

Have you seen the outcome you were hoping for?

We shall have to see.

What could they have done better?

Unknown as yet.

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

Cash to invest and needed pension advice

How has Paul Moody helped you?

Found sound actively managed investments and managed to find solutions for our pension requirements. Look forward to continuing to benefit from Paul’s advice.

Have you seen the outcome you were hoping for?

Investments have so far surpassed expectations

What could they have done better?

Can’t fault the quality of advice and service

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

Pension review

How has Paul Moody helped you?

Advised and set wheels in motion

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?

Wanted peace of mind for the future.

How has Paul Moody helped you?

Paul was great, explained everything we needed to know, in a way that we could understand.

Have you seen the outcome you were hoping for?

Yes, pension & insurance policy in place.

What could they have done better?

Nothing

Please provide a brief comment about your experience with Paul

Paul has explained my investments very thoroughly. He has provided me with sound advice and kept in regular telephone contact

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

I had two pension funds from a long time ago, that weren’t accumulating to my advantage so I chose to amalgamate them with the help of Paul. I also inherited a sum of money which I wished to invest to accumulate over the years to my increase my wealth in years to come.

How has Paul Moody helped you?

He provided me with the best advice in how and where to invest my monies.

Have you seen the outcome you were hoping for?

Yes, my investments and pension funds have steadily improved over the years and I am Very pleased with their raising values.

What could they have done better?

They have been better invested than sitting in a bank account. I believe Paul has always given me the best advice over the years and I trust his advice impeccably.

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

My mum was already a client of Paul's, so I knew him very well.

How has Paul Moody helped you?

He helped me sort a pension out, then when my mum passed away, Paul was my mum's financial advisor, I couldn't not have managed without him, he sorted everything out for me he was fantastic at a very upsetting time.

Have you seen the outcome you were hoping for?

Yes so pleased, Paul has always kept me up to date with everything and always at the end of the phone if I needed to ask anything.

What could they have done better?

There is nothing.

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

APPROACHING PENSION /RETIREMENT AGE AND TO MAKE SURE THAT THE MONIES I DID HAVE INVESTED IN MY PENSION WAS "ACTUALLY" PERFORMING

How has Paul Moody helped you?

WITH SERIOUS IN-DEPTH DISCUSSIONS. HE TOOK HIS TIME TO DETERMINE MY PENSION REQUIREMENTS AND TO MAKE SURE THAT IT WAS DOING AS WELL AS IT COULD.

Have you seen the outcome you were hoping for?

YES-PARTICULARLY DURING BREXIT AND COVID 19 MY PENSION POT HAS NOT DEPLETED

What could they have done better?

N/A

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

I had money in Building Society accounts that weren't performing very well and I decided to look for other avenues to invest in

How has Paul Moody helped you?

Paul advised of other investment companies which would give me a better return

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing -I'm totally happy with the advice he gave me and the investments he advised me to make . I'm now happily retired , living at the seaside , enjoying the fruits of my investments .