Testimonials
Josyanne Bardavid Amar
Paul was recommended by a friend and he has been a god send! He is thorough, precise, very detailed and makes sure that whatever he does is tailored to your individual needs. He goes beyond the call of duty as I have had him on speed dial on my phone while going through the whole process of buying and selling a house and he has always been there to answer my questions no matter how may times I ask. He has the amazing ability to explain things in a way that makes sense as some of the legal and financial terminology can sometimes be daunting. You always know at what stage things are. In a nut shell, he under promises and totally and most definitely over delivers!
Dave Bradley
We haven’t used a Financial Adviser before, recommended by a friend Paul has been fantastic. He’s thorough, takes the time to make sure he’s gathered your information correctly and understands your requirements. Everything explained so you know what’s happening. Timely communication, very patient and nothing has been too much trouble. Paul has spent significant time ensuring both our and our children’s finances and estate planning are in great shape.
Gill Rockett
Paul’s patience, vast knowledge and professionalism have always given me confidence when guiding me through the sometimes scary world of personal finance. He is always incredibly well-prepared and takes time to explain everything thoroughly to ensure my understanding,
Mike Shelton
My trust and confidence in Paul grow each time I benefit from his advice. He is a top professional in his field and his patient explanations are always easy to understand. My financial affairs are in good shape thanks to Paul’s research, diligence and care. He gives me peace of mind and I have no hesitation in recommending him.
Mike Shelton (03/09/2015)
Gillian Allen
Paul ensures that his knowledge and skills are always up to date with the ever changing rules and regulations, enabling him to provide advice that you feel confident with.
Gillian Allen (25/08/2015)
Jane and Den Corrall
Paul is an excellent adviser. He explains very clearly and answers questions patiently. He is professional and friendly, so we feel confident about decisions made with his advice.
Jane and Den Corrall ()
Chris Scarlett
Paul is a financial advisor of high integrity; he is very approachable, a good listener and his priority is to meet the client’s requirements and expectations
Chris Scarlett, IT Project Manager at The HP NGEN Alliance ()
Jeremy Gibbard
Paul performed a thorough analysis on our financial circumstances, and recommended the most appropriate solutions for our needs. He was professional and personable in all his dealings, and put significant hours into the process.
Jeremy Gibbard, Offshore Development Team Manager ()