David Cornwall

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

I had four different pensions running and basically did not have the understanding or the time to put about how to consolidate these pensions. The more I looked into it the more complicated it got and more time it was consuming it seemed I was 1 step forward and 2 back. I needed HELP!.

How did Paul Grey help you?

We had a initial meeting and discussed all of my needs and concerns. Paul gave me all the time I needed, I did not feel under pressure to do anything and if I didn’t understand anything Paul would explain so I could. I got the impression when Paul left I would not have to worry about a thing, in safe and very competent hands!.

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

The task to complete my pensions was quite a task, Paul as kept me up to date regular on the way and if I had any concerns he would address and reassure me, always by phone or e-mail.

What could they have done better?

Difficult question!! I would have to say at this moment in time nothing.

Source: VouchedFor