Paul Trahearn

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

I wanted to ratify and streamline my savings and investments under one roof.

How has Paul Trahearn helped you?

By providing continuity and seamlessly taking over responsibilities from my previous Financial Advisor.

Have you seen the outcome you were hoping for?

Yes! Straightforward, good advice, well presented.

What could they have done better?

Nothing I can think of; communication, presentation, information provided, etc, have all been excellent.