Paul Trahearn

Please provide a brief comment about your experience with Paul

Very friendly, felt comfortable to talk privately about my circumstances right from the start! Listened and gave great advice that I completely understood as not blown away by over complicated words and explanations! If I questioned my understanding he explained in a different way until I was comfortable with what had been said. Thank you!

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.