David – 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