Paul Davis

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

My wife was looking to take a career break so we wanted some general advice to check our money was working the best for us

How has Paul Davis helped you?

Gave us practical advice that we could easily implement

Have you seen the outcome you were hoping for?

Yes

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

As Power of Attorney for my elderly Aunt, I needed help in budgeting for her care home fees and maximising the proceeds of the sale of her house.

How has Paul Davis helped you?

Paul's confident and kind approach was very reassuring. His experience of Power of Attorney responsibilities was particularly helpful to me. Although my Aunts care and finances were the focus of our meetings, he made sure that I was receiving the support I needed to fulfil my Power of Attorney role.

Have you seen the outcome you were hoping for?

Yes, 100% satisfied.

What could they have done better?

Absolutely nothing.

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Paul was very helpful and provided me with the some good advice

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Paul was brilliant and I would recommend him to someone else. He listened to our needs and I appreciated the research he had done prior to our call. He was clear and extremely helpful.

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Paul responded promptly to my enquiry. He was helpful and honest.

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Very honest and genuine. Paul was clearly knowledgeable in the field of pensions and helpful in helping me to understand what I needed to know.

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He contacted me promptly, and is now waiting for me to be able to proceed.

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I felt that Paul was extremely honest regarding the advice I needed and he talked frankly and explained everything. Sadly our conversation was cut short as I had a meeting. I would consider contacting him again. Many thanks for your time Paul. Kind regards Patricia

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Very very helpful and understanding

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I found Paul very knowledgable about the subject I needed advice on. He was friendly and approachable and very easy to talk to. If I choose to go with Paul as my financial adviser, I’m confident that he would have my best interests at the forefront of his advice.

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Answered all my queries and questions in a friendly and professional manner. Would definitely recommend. Paul made me feel more confident in my financial decisions and offered sound advice.

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Paul was easy to contact, approachable and provided excellent advice around inheritance issues

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Paul took the time to listen and give me some sound advice. He was incredibly generous with his knowledge and time even though it was just an initial chat and I would definitely recommend Paul for all your financial queries.

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I didn't speak to Mr Davis myself, I referred him to someone who had a longer history with the deceased and I have been informed that Mr Davis was very helpful.

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I recently dealt with Paul Davis as I needed advice on probate and inheritance tax laws. I cannot stress how helpful and knowledgeable Paul was. I’ve spoken to several professionals in the last few weeks regarding probate but Paul was by far the most experienced and clear cut with his explanations and advice. He was extremely friendly and I felt very comfortable asking him as many questions as I needed to, to fully understand the process and laws around probate and inheritance tax. I would highly recommend Paul…..thank you again for all your help!

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Paul was a very friendly and knowledgeable adviser. He gave clear information and answered my questions comprehensively. Highly recommended!

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Extremely helpful. I am happy to recommend him to others.

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Very helpful and friendly and knowledgable and happy to go through things with me. Looking forward to working with Paul on our finances in the future.

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Not been in contact.

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Very knowledgable, gave great advice thanks Paul.

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I found Paul to be very helpful with my queries. He explained things carefully, ensuring I understood the process. He asked me questions to understand my requirements.

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Paul Davis provided excellent advice on inheritance tax planning. I was confused by the research I was doing myself for planning my elderly fathers estate. Paul was able to tell me exactly what I needed to do, what to prioritize and further professional legal advice that I should seek out. I highly recommend Paul.

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He contacted me straightaway and provided honest and constructive advice

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

I was looking for an adviser to help me through the mine field of how to ensure my various pension pots enabled me to retire but also allowed me to live to a reasonable standard.

How has Paul Davis helped you?

I communicated with a few people to try and find someone that I was comfortable with. I am still working so having someone call me when it was agreed and speak in "normal language" and not "pension lingo" was critical. Paul was brilliant, he arrived on time and was very patient in explaining all the pension jargon and what it would mean to me.

Have you seen the outcome you were hoping for?

Paul revisited me, with a very comprehensive report, based on our first meeting. He went through the report and answered all questions I had. The recommendations he proposed, made sense to me so my initial outcome has certainly been achieved. I now understand and have confidence that my upcoming retirement will not be as daunting as first thought. So thou early days the outcome is looking very positive.

What could they have done better?

I cannot really think of anything, as all my questions and worries, at this point have been addressed.

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Really good. He understood what I needed as I'm not financially literate. Lol. Gave me a push in the right direction.

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Paul was a very good listener and after explaining my situation he knew the answer straight away. I was able to ask him more questions and he kindly explained to me one by one. I might even take advantages of one of his service.

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Extremely helpful during our phone call and I've made an appointment to see him for a face to face appointment ....which will be free and which will take an hour (possibly longer depending on what is discussed but no charge is made for excess time)

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Paul Davis is a very friendly and highly professional financial adviser. He gave me very good advice. He is very knowledgable and i would definitely use him again if i need to.

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Prompt professional service ?

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extremely helpful

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Paul was very friendly and helpful. So pleased with his advice and feedback regarding my pensions. Would highly recommend

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Paul was a great help. Although he couldn't help me (as I in fact needed an Accountant) but he took time walking me through some additional things to consider and answered some of my questions.

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Very relaxed, no sales pressure. A good honest chat.

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I was very surprised to get this quality of advice during a free consultation (as suggested via Money Saving Expert). There was no hard sell or attempt to engage me in further consultations - in fact, after speaking with Paul, we understood that my situation was best met via other specialist advice and he was happy for me to do so. Unusual experience in this day and age! un

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Paul was very helpful and knowledgeable, and said I could contact him again if I needed any further help.

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Very helpful.

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Paul is very knowledgeable

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Paul was great. He called me at the time I requested and answered all my questions.

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The telephone consultation was easy to arrange and Paul rang me exactly when he said he would. He was able to answer the two queries I had about inheritance tax clearly and I felt confident in his expertise. He was friendly and down to earth. Happy with the service he provided.

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Paul gave very good advice. Pleasant and friendly.

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Highly recommend this very informative advisor who gave me a free spot on impartial advice. He will be used again. Thanks, Paul.

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Honest feedback about my current financial position and gave advice on things to independently research to ensure the right saving and pension choices are made.

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Came across as highly professional and experienced

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Paul was very helpful and raised some very important areas for me to further look into.

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Paul was friendly and very helpful. He answered my question quickly and succinctly. He also gave me valuable advice beyond my question which was gratefully received. Everything was explained in layman’s terms and with reasons. He offered his services for a health finance check with no pressure. Thanks Paul!

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Paul was helpful balanced and carefully considered my particular circumstances. Would recommend.

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Fantastic. Thoughtful, clear and incredibly helpful.

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Met Paul today to discuss my potential early retirement plans. Really pleased to have met such a helpful independant advisor. I would recommend an initial meeting with Paul to anyone who wants solid independant financial help.

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Friendly, knowledgeable & not pushy...exactly what I wanted.

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Paul was very helpful and i would recommend him to anyone needing financial advise.

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Paul was really helpful and added extra things to consider which I hadn't yet thought about, I didn't feel rushed and he was prompt at arranging a call. Thank you!

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Paul was kind enough to contact me promptly after receiving my enquiry. Paul was able to provide me with reliable and comprehensive information that has helped me a lot. I would not hesitate to contact Paul in the future.

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Professional, understanding, polite.

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Paul was extremely knowledgeable and able to explain both the overall concept and the in depth detail I needed. He was very personable, easy to talk with and I felt that I could trust his professional advice.

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I needed some advice about savings and Paul was really knowledgable and helpful.

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

I was looking for some advice for when to start saving for my retirement.

How has Paul Davis helped you?

Paul spent over an hour talking thoroughly through all my options and gave me some incredible advice. I was amazed not to be charged for this consultation

Have you seen the outcome you were hoping for?

Yes, I know have a great plan

What could they have done better?

Nothing!

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After careful consideration and needing to speak to each of my three sons, I need more time to consider the advantages and disadvantages of my next move. I will of course get back to you once this has been decided. Thank you in the meantime Valerie Halpin

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I could not have made a decision without his advice

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

Work life had become intolerable and I was looking for a solution.

How has Paul Davis helped you?

Paul genuinely cares about what he does and making a difference. I was in a dire situation. Paul took the time to understand my circumstances then gave me very clear, straightforward and practical advice which I was able to implement.

Have you seen the outcome you were hoping for?

Paul's advice and guidance have proved to be life changing: in the space of a year from when I first contacted him I have been able to retire and relocate to be closer to family as well as establish financial security for the long term. Paul is knowledgeable, approachable and a complete professional. I can recommend him without hesitation.

What could they have done better?

I can't see how Paul could have improved on anything he has done.

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Helpful, fair, unbiased advice in a pleasant and polite way. Highly recommend.

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Paul answered my question in a way i understood. He was no pushy at al and infact gave my another contact for something he couldnt help with. So please I've made contact with him. Will definitely use in the future.

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I am sure that I ticked the closest box to mortgage and loans but he does not provide this service. You and he should make sure that enquirers are correctly screened to get them to the right advisor.

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Our telephone conversation, was friendly and informative. Paul was easy to get long with and answered all our questions clearly.

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It was very good to speak with Paul Davis. He replied promptly to my e-mail request and arranged for a meeting on phone. It was very enlightening to talk to him. He was very clear and willing to help.

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Paul contacted me and we spoke by phone. He was very clear on my situation. He asked me for more details to put on the form: cashcalc. The good thing is that he did put a lot of thinking to help me.

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During a recent phone call to discuss inheritance tax clarification Paul provided us with a great deal of clear advice. Our conversation, which was almost an hour long, was unhurried without any pressure.

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Paul was most helpful and in a short time was able to clearly help unpack and best explain the best pension option based on my current quotes to date. I was most impressed. There was no pressure throughout with very clear explanations that took the mystery out of financial advice and future planning.

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Paul was incredibly prompt in his response to my reaching out, and in equal measure helpful in all of the guidance he gave me! Honest and valuable advice, would absolutely recommend Paul and his services.

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Paul approached our discussion about our financial needs in a very friendly, clear and supportive way.

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Paul was helpful and gave me some good advice and guidance

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

Inheritance Planning for my parents and myself

How has Paul Davis helped you?

Paul gave me clear and non jargon advice that I can easily understand and he took the time to reply to my emails in a swift manner

Have you seen the outcome you were hoping for?

TBC - it will take a few months but hoping to get there

What could they have done better?

Nothing

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Very helpful, informative and easy to speak to. Even though it was agreed there was nothing Paul could help me with at present he kindly gave me contacts to follow up my enquiry.

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Paul was great. He took time to fully explain options in as simple terms as possible. I did not feel rushed. He offered guidance on how to arrange some things myself online without outside help. And he referred me to another firm which specialised in an area I needed help in. So overall, he gave his time up for free and offered me valuable advice even though there was no potential benefit to his company. Plus his manner was patient and friendly. Strongly recommended.

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Was really helpful explained everything really clearly was very happy with everything

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I found Paul to be extremely knowledgeable and helpful. Fantastic support, thank you so much. Rated 5

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Easy to talk with and gave very direct advise Thanks again

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Helpful.. very.

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Paul was pleasant and not at all pushy, he gave me lot's of advice re my options to access my pension pot. So I was very happy up to that point. It was only when it worked out that I will need certain forms to be filled out by a financial advisor I understood what the fee would be and that was close to £3k . The problem is because Paul does live a fair way from me I wouldn't be able to find out face to face how that fee would be justified and what I would gain from Paul's advice. I spoke to a close friend and he put me in touch with his financial advisor who is coming to see me this Thursday (24/05) so all my options and what fees I will have to pay can all be laid out in front of me. I understand that no one works for nothing and i'm happy with that , I just need to know how I will benefit. I would still recommend Paul , if you live close to him , and judging by his positive reviews you should be in good hands.

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I found Paul to be friendly, honest, and down to earth, which is precisely what I needed as I was unsure whether I actually needed a financial adviser or not.

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Paul called exactly when he said he would, He was friendly, listened carefully, responded with compassion and provided some excellent practical advice which I have been able to follow. I would recommend Paul without hesitation.

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Helpful and knowledgeable with the queries I had

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Good and clear and to the point, very quick response too

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

Needed to review poorly performing pension pots located in a variety of places

How has Paul Davis helped you?

Paul reviewed my investments some years ago, and advised me to pool them into one pot and look at drawdown as opposed to annuity. This has enabled me to retire at 55 on a relatively limited pension pot, which is something I never expected to be able to achieve. In addition he has been very upfront with me when it comes to advising me on subjects he doesn't specialise in, and recommending advice elsewhere ( In the case of equity release) that has completed my retirement portfolio in a very satisfactory way.

Have you seen the outcome you were hoping for?

Absolutely. Despite the awful financial year we have just been through I am looking forward a to happy retirement with enough funds to enjoy some good times.

What could they have done better?

I really can not of think of anything.

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Paul is fantastic. He took time to talk things through with me. I didn't feel like he wanted to get off the phone. He didn't push me to a service and fully explained all my options.

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Likes to keep it simple and clear and we’re looking forward to our meeting when all the relevant paperwork has been gone through

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It appears that I don't need more advice after my initial contact, because of what we discussed and my current personal circumstances. But if I do ever need financial advice, I will go to him straight away.

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Very good service. Received a email response within 24 hours and a telephone call at the time I suggested. The advice was very informative and clear for me to move forward with my grant of probate.

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excellent service learnt a lot about retiring,and the options I have.

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He couldn’t help me i needed a solicitor

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Helpful and clear communication.

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Good advice with no pressure.

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Very experienced and knowledgeable. He was also open and transparent. He did not use jargon and articulated topics well.

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Great advice

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Paul was very amiable and knowledgeable. I needed a general financial review and had a few general questions. Paul Was able to give me answers to my questions and additional useful advice that I will be following up on and will probably be back in touch with him in a couple of months time.

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Friendly and efficient

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None

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The appointment to chat on the phone was very quick and easy to make. Paul was friendly, knowledgeable and very clear and helpful in his advice. An excellent service, thanks so much!

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Thank you very much. He was extremely helpful.

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Very good clear advice from Paul.

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Very helpful and took onboard my needs of reaching out to a Financial Adviser. He took time to listen and give feedback on what my possible options were. I am currently digesting the advice/feedback he gave and Paul has kindly offered to assist me with the subject matter we discussed in a future call. I am grateful for Paul's time and patience. A very switched on individual and talked to me in terminology that I understood - didn't blind me with science, which was the result I had wished for.

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Paul gave clear and helpful advice and support with prompt responses in a time critical situation

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He had the answers I needed , I would use him again for any Financial issues.

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So easy to talk to and straight forward advice

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This man will never be a politician. He answered my questions, clearly and with out any BS. I would recommend this man with out hesitation,

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Paul quickly and simply discussed my issue and gave good advice on how to proceed.

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Clear, impartial information

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Paul listened carefully and was incredibly quick to answer all questions and suggest possible solutions. A very impressive and knowledgeable adviser Thank you

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I contacted VouchedFor for a free initial consultation, and Paul contacted me quickly, in response. His manner was very friendly and professional - I felt very at ease talking to him. If I require further advice in the future, I would definitely consider contacting Paul.

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

Planning for inheritance tax at time of writing will.

How has Paul Davis helped you?

Free consultation to outline allowances and enable appropriate bequests in will without attracting inheritance tax.

Have you seen the outcome you were hoping for?

Yes. Developed a better understanding of inheritance tax and enabled planning and sent advice leaflets. Brilliant.

What could they have done better?

Absolutely nothing.

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A lovely guy! Extremely helpul, kind and understanding.

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I have only spoken to Paul briefly. I am unable to complete this questionnaire meaningfully until I have had his advice.

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A very useful meeting - he shone a light on areas I know little about and straightened out some muddled thinking on my part. I would unhesitatingly contact him should I wish to progress matters or need further advice.

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Mr Davis did not get back to me

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very helpful and informative.

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

I was looking to move my company pension into my own private pension pot

How has Paul Davis helped you?

Paul advised the best way to do this, but at the same time advised of the pros and cons of such a movement of pension funds

Have you seen the outcome you were hoping for?

Yes, I now have my own pension pot and I can track it’s value via an online tool.

What could they have done better?

Nothing could have been better

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

I recently took redundancy and need to review my pensions

How has Paul Davis helped you?

Paul looked into my pensions and ensured that I was given the right information in order for me to make an informed decision.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

As far as I'm concerned, Paul couldn't have done anymore to better my experience.

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Paul visited me at home and was very pleasant and helpful and answered all my questions and signposted me to further sources of financial help specific to my situation

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Paul was helpful and clear in outlining what he can offer me and answered my questions satisfactorily.

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Paul contacted to arrange an appointment within 2hrs of my initial contact and was happy to arrange an appointment at a time and place convenient to us. We met today for an initial meeting and, true to his profile, Paul provided advice in a clear and concise manner which was easy for us to understand - even with our limited financial knowledge. We are extremely impressed with the service we received and will be meeting Paul again shortly for a further meeting.

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Helpful, polite, knowledgable, informative. If I need further advice, will be happy to engage his services again.

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Paul arrived promptly on the day of our appointment. My wife and I wanted to discuss pension options on retirement. He went through our options very clearly and was able to answer any questions in a way that was easy to understand. We will be recommending to friends and family. Thanks for your help Paul.

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helpful and knowledgeable advice

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Prompt response, especially as Paul was on annual leave at the time, good helpful advice provided.

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Excellent. Gave me options I hadnt even considered. Great advice.

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Pointed me in the right direction and understood my situation

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Our introduction meeting went very well and was left with confidence that our future would be in safe hands.

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I had no contact from him.

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n/a

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

Wanted to save for a pension.

How has Paul Davis helped you?

Gave me helpful advice

Have you seen the outcome you were hoping for?

Yes

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

A change from my current advisor who was not very helpful

How has Paul Davis helped you?

Gave a variety of clear investment options.

Have you seen the outcome you were hoping for?

yes

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

Dissatisfied with other investment companies.

How has Paul Davis helped you?

Rearrange finances.

Have you seen the outcome you were hoping for?

Reasonably yes. Need it has affected markets.

What could they have done better?

Not as far as I know.

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

Coming up to retirement

How has Paul Davis helped you?

Paul is very knowledgeable and professional. He gave me clear and concise advice with a friendly approach which enabled me to make necessary decisions.

Have you seen the outcome you were hoping for?

It is early days from a market point of view with regards to the investments I have made.

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Paul was really friendly and helpful. His professional guidance was certainly appreciated. I would certainly recommend him.

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Just had the first initial meeting with Paul and everything was very positive and explained in a clear and friendly manner. Paul has given me a folder with his Business Terms and Rates so I need just a few days to study that and then make my decision to sign up or take all the money and run away to Hawaii ha ha!

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managed to get someone reputable for a cheaper price

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Very honest, trustworthy and up front

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Very good upfront and honest

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Excellent

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Paul was very clear and explained everything clearly. I will be moving forward with his advice and using his services.

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Paul was very professional and helpful but could not help me with my pension. He gave good advice and I would recommend him to Family and friends.

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Very positive and professional.

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Very proffessioal. Very clear explanations. Seeing him again in a few weeks

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I highly recommend Paul. He gave me clear and highly useful advice that I will take on board going forward. I would have no hesitation seeking help from Paul again in the future. Thank you!

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A useful introductory meeting and gave me a number of things to think about. Clear advice on the services and charges I could expect.

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

pension review.

How has Paul Davis helped you?

Paul understood all that we wanted from our pension, his advise is clear and in a language that we could could understand. He is very efficient, prompt and very knowledgeable plus a very nice guy.

Have you seen the outcome you were hoping for?

Paul spent time explaining and arranging every detail for us to move our pension to a new pension scheme. The documents he gave us are detailed and clear. the process for signing was well explained. As a result of Paul's hard work we have changed provider of our pensions and we are very happy with the whole process.

What could they have done better?

Paul ticked all the boxes for us and we would have no problem in recommending him to anyone.

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This review is based on the free 1 hour initial consultation. He clearly identified services he offers. Drawback for me as that the overview is handled by a separate firm of pensions transfer specialists then Paul's firm does the ongoing advice. I want whole thing in one so I will not be following up.

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

My husband realised that our savings needed to be properly invested.

How has Paul Davis helped you?

He came to visit us and gathered all the information necessary to invest our savings in the best way by setting out several plans for my husband and myself to think about and decide on .When we had thought them through he then set the wheels in motion for the route we decided was best for our investments.

Have you seen the outcome you were hoping for?

We have been clients of Paul since 1998 unfortunately my husband passed away earlier this year so I am now relying on Paul to help with re investing any monies available from his estate . My husband was always the one who checked on the progress of any investments made but when he died I found Pauls name and phone number to be contacted asap to help me with sorting out our savings and to help me with what turned out to be much needed advice and help for which I am very grateful.

What could they have done better?

I must be honest and say I really cannot think of a thing he has done incorrectly he was indeed a life line during a time when I felt I needed someone to turn for advice at an extremely difficult time.

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Very Friendly likeable guy, knowledgable, cannot comment on any specifics yet as they have not been discussed, but so far so good Many Thanks

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Paul couldn't deal with my particular problem but he was very helpful and put me in touch with someone who could.

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Paul was a very much a reflection of his profile reviews. Very relaxed manner and did not try to push products onto us. We discussed my situation and Paul offered some viable solutions.

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Needed advice about pensions. Paul was able to give me clear information and advice, he also made several recommendations which I will pursue.

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

Transferring to a new scheme and releasing cash.

How has Paul Davis helped you?

Gave me the advice, support and sense of security I needed.

Have you seen the outcome you were hoping for?

Yes. The outcomes were what were agreed and expected.

What could they have done better?

Considering my initial low level of understanding on the issues I have no criticism.

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He made an appointment and arrived on time. He talked a lot but mostly on relevant issues but not always with clarity. He arranged a second appointment and again arrived on time.

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Paul was friendly, personable and seemed very straight forward. He was clear about the way he works, what he does and how he charges.

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

Pension planning.

How has Paul Davis helped you?

Reviewed my requirements and risk profile and recommended an investment solution.

Have you seen the outcome you were hoping for?

Too early to tell : will wait to see the performance of the investment.

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

I needed to look into insurances and a pension review after being made redundant.

How has Paul Davis helped you?

He was very knowledgeable and clearly explained everything. He is always very prompt at answering emails and following things through.

Have you seen the outcome you were hoping for?

yes.

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

Looked to consolidate two work pensions into one account that I could then drawdown and continue to invest for capital to take into account current and possible future change of circumstances.

How has Paul Davis helped you?

Advised on new pension provider and investment funds, with ongoing advice.

Have you seen the outcome you were hoping for?

Yes easy transfer of existing funds able to access small drawdown. Happy that I now have Paul to approach as and when I require further advice.

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

Required expert advice.

How has Paul Davis helped you?

Providing advice.

Have you seen the outcome you were hoping for?

Yes.

Please provide a brief comment about your experience with Paul

Paul was very amiable and easy to talk to, turning up on time and obviously from his knowledge the information I received, was very enlightening and excellent even though it wasn't what I expected.

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

Wanted to pay our mortgage up and also just general financial advice.

How has Paul Davis helped you?

In many ways, he helped solve all our problems.

Have you seen the outcome you were hoping for?

Yes, definately.

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

No financial advisor.

How has Paul Davis helped you?

Pensions.

Have you seen the outcome you were hoping for?

Yes.

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

I was in need of Paul's advice as I wanted to take early retirement,.

How has Paul Davis helped you?

He looked into my pensions regarding the values ,pay outs and long term benefits, He also invested a lump sum of money for the long term benefits.

Have you seen the outcome you were hoping for?

Yes in both the pensions and investment have had a good return.

What could they have done better?

Personally Paul explains everything in detail and answers every question in full and nothing is to much trouble, and replays to emails very quickly so I am very pleased with his service.

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

Paul was appointed by my employer to explain the auto enrolment procedure.

How has Paul Davis helped you?

As well as taking my colleagues and me through the auto enrolment procedure he also looked into my pension arrangement, attitude to risk and also referred me to his associates for advice on an existing deferred pension scheme from a previous employer.

Have you seen the outcome you were hoping for?

It is too early to say yet, but I have a better understanding of my options and how things work.

What could they have done better?

At this early stage, Paul has done all that has been asked of him.

Please provide a brief comment about your experience with Paul

Paul was friendly and professional and gave generously of time and advice at initial free of charge consultation.

Please provide a brief comment about your experience with Paul

Very professional and very informative first meeting.