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