Testimonials

The advice given by Paul has been excellent. He is a true professional who has constantly delivered at the highest level. Reliable, honest and understanding are some of the words I can use describe Paul.

Review via Facebook

Sonia Persand , London

Paul helped me with a re-mortgage, and then sorted my neglected pension pot. His patience (and diagrams!) are much appreciated, and i would not hesitate
to recommend him to help you too!

Thanks Paul

Review via Facebook

Nick Brown , St Ives
What were the circumstances that caused you to look for an adviser?

Primarily for a mortgage and I needed a new financial advisor.

How did Paul Grey help you?

Found me the best deal on Mortgages twice and we did a new private pension.

What is your current situation? Have you seen the outcome you were hoping for?

Yes money saved on the mortgage.

What could they have done better?

I regularly speak to him and am satisfied about the advice I get

Source: VouchedFor

Dean , London
What were the circumstances that caused you to look for an adviser?

Buying a house.

How did Paul Grey help you?

Paul was able to get us the best possible deal on our mortgage. He has helped to put in place a fantastic level of protection as well as a private pension. He has been available almost 24/7 and has exceeded all expectations.

What is your current situation? Have you seen the outcome you were hoping for?

Above and beyond what we were hoping for.

What could they have done better?

Genuinely there is nothing I can fault.

 

Mark , Cornwall
What were the circumstances that caused you to look for an adviser?

I had 4 different pensions running and wanted to consolidate and it was too involved for myself to tackle.

How did Paul Grey help you?

When we had our first meeting I explained to Paul what I had and what I was hoping for at the out come. Paul then explained in great detail all about what was possible and not and listened to my objectives and goals. All explained in a why that I could understand and not at all boring.

What is your current situation? Have you seen the outcome you were hoping for?

Yes very much so. The outcome was a great piece of mind and relief and looking forward to the future.

What could they have done better?

Far as my situation goes I believe that Paul did a fabulous job with my interest at the fore. Also the follow up as been great and Paul can be contacted at time which also gives me piece of mind.

Source: VouchedFor

David , Cornwall
What were the circumstances that caused you to look for an adviser?

Needed to look to make the most of my spare money and plan for the future more.

How did Paul Grey help you?

Advise on risk ratings and portfolios to choose.

What is your current situation? Have you seen the outcome you were hoping for?

Early days so far.

Shaun , Cornwall
What were the circumstances that caused you to look for an adviser?

I wanted more focussed support to the management of my assets and financial resources.

How did Paul Grey help you?

Paul spent time to understand my circumstances and issues. The advice he has given in the wake of feedback and my views.

What is your current situation? Have you seen the outcome you were hoping for?

Yes.

Dave , Dorset
What were the circumstances that caused you to look for an adviser?

Pension advice.

How did Paul Grey help you?

Very helpful in all areas that were discussed. He explained things succinctly. We feel at ease with him.

What is your current situation? Have you seen the outcome you were hoping for?

Yes.

Source: VouchedFor

Karen , Cornwall
What were the circumstances that caused you to look for an adviser?

Divorce settlement.

How did Paul Grey help you?

Gave me the advice that I needed.

What is your current situation? Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Source: VouchedFor

Jane , Cornwall
What were the circumstances that caused you to look for an adviser?

Advice on pensions.

How did Paul Grey help you?

By giving the best advice for my pension pot.

What is your current situation? Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing because if there are any problems I can have a face to face or telephone conversation

Source: VouchedFor

Anne , Cornwall