Val, Falmouth

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

I needed advice on an old pension I had. Also I needed advice on how to go about getting a new mortgage & life cover .

How did Paul Grey help you?

I had a private pension that I no longer paid into but needed advice on what to do with it as it kept being bought out by different companies.So Paul sorted that for me.He also gave me advice on a new mortgage that I needed & then my life cover & insurance to make sure I was fully covered for the house I am buying.

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

Yes, pension sorted. Mortgage sorted & now the life cover & insurance all under way.

What could they have done better?

For me, nothing. Paul kept me informed of what he was doing daily. We looked at one policy but it ended up not being right for me & my needs,so we talked about it & looked at another & that suited me better. We went over the cost of it , whether that a mount was affordable to me. I never felt pressurised into having something I didn’t want or need.