Paul's reviews
Reviewed for
Insurance and Protection ( 11 )
Mortgages ( 19 )
Pensions ( 95 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 18 )
Investments and Savings ( 60 )
Pension Transfers - Non Specialist ( 21 )
Inheritance Planning ( 17 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 15 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 19 )
£200k - £500k ( 20 )
£100k - £200k ( 12 )
Up to £50k ( 13 )
£50k - 100k ( 11 )
Review
by a verified client in Hertfordshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advise for a pension and ISA… Paul and his team were great and helped me immensely.
How has Paul Standerwick helped you?
Advice on pensions and ISA
Have you seen the outcome you were hoping for?
Yes
Paul:
Dear Dan, Thank you for your kind review. I’m really pleased we could assist you with your investments, and that you’ve had the outcome you were hoping for. It was great to be able to expedite your pension contribution for you, ensuring everything was in place as quickly as possible considering the deadlines. I'm sure we'll speak again soon! We appreciate you taking the time to share your experience. Best wishes, Paul StanderwickReview
by a verified client in Cheshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Constant review of market conditions, but I have known Paul for many years even though we are based at opposing ends of the country. The trust has built and he has guided me into what I believe are the most appropriate investments I am comfortable with.
How has Paul Standerwick helped you?
By explaining everything in a simplistic but effective manner
Have you seen the outcome you were hoping for?
Yes! Very much so!
What could they have done better?
Nothing!!
Paul:
Dear Nadine, Thank you for your kind words and for taking the time to share your experience. It truly means a lot to hear that you’ve valued our relationship over the years, despite the distance. Building trust is such an important part of financial planning, and I’m really pleased that you feel confident and comfortable with the guidance I’ve provided. I always aim to explain things in a clear and straightforward way, so it’s great to know that this approach has helped you make investment decisions that suit you. Most importantly, I’m delighted that you’ve seen the outcomes you were hoping for. It has been a pleasure working with you over the years, and I look forward to continuing to support you in the future. If there’s ever anything you’d like to review or discuss, you know where to find me. Best regards, Paul StanderwickReview
by a verified client in Surrey
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moving my pension from a company defined benefit scheme.
How has Paul Standerwick helped you?
Annual reviews, explaining changes in pension legislation and advising potential benefits of new schemes, all explained in a simple and understandable way. He was also happy to explain things more than once if I didn’t understand the first time.
Have you seen the outcome you were hoping for?
Mostly yes , sometimes markets are influenced under exceptional circumstances which causes blips in the plan.
What could they have done better?
Nothing I can think of.
Paul:
Hi John Thanks for leaving this review. It's great to hear that you are happy with our services, especially given you are such a long standing client, long may this continue!Review
by a verified client in Warwickshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Enable my pension to be available for children after my death
How has Paul Standerwick helped you?
Transfer of funds from final salary to alternative fund, ongoing support through review of fund performance and understanding my wished re investment risk
Have you seen the outcome you were hoping for?
Yes
Paul:
Hi Martin Thankd for taking the time to do this. I'm glad you are happy so far. Chat soon.Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To get a better return on our savings pot.
How has Paul Standerwick helped you?
Advised generally and recommended a managed fund after assessing our financial situation, our needs and attitude to risk. Also by demonstrating the past performance of the funds compared with our previous arrangements.
Have you seen the outcome you were hoping for?
Yes, to date the funds are performing well.
What could they have done better?
I don’t know, but we are pleased with the advice we have received.
Paul:
Hi BIll Glad you are happy with everything!