Recent changes announced by the government to the state pension will result in nearly six million people currently in their forties having to wait longer until they can retire. This is a...Read more
Two of the biggest concerns faced by workers when they reach their 50s and 60s are those of achieving job satisfaction and a work/life balance. Recent studies have offered fresh insight into the...Read more
Mental Health is a growing concern in today’s workplace – gaining regular coverage in the news and media. The CentreForum Mental Health Commission, recently stated that “all organisations...Read more
A recent study has revealed that people who seek financial advice from an independent financial adviser (IFA) are on average £40,000 better off than those who don’t. The Research The...Read more
Howard clearly explains to you the reasoning behind his decisions . He is really helpful in assisting you in making the right decisions on investing safely by providing information on fund I choose but also providing alternatives that I might like to think about. He is also proactive in his approach to safeguarding my investments.
Howard Bullock, explains the whole process in a language I understand without using too much jargon. He is completely transparent when it comes to charges for the work they do. He is super efficient and paperwork is completed immediately and should I have a query I just email and I am met with an answer straight away.
Although we have only known Paul for around 18 months during this time we have always found him to be not only a very likeable person but one that is very easy to talk to, patient and willing to explain information at a level we can understand. That’s very important to us! Once that he understood both our attitudes to risk and the reason why we had consulted him in the first place he was soon able to reassure us and come up with a suitable plan. We would have no hesitation in recommending him to someone in the same situation.
Paul was recommended to me by a colleague, i am always very guarded when speaking with professional finance people but Paul was very different from the usual, he was extremely helpful, he listened to my needs and offered me lots of different options, he explained everything very thoroughly and always conducted himself very professionally.I trusted him 100% with my financial needs and his advice has put me in a very comfortable position.I have since recommended him to other members of my family and a lot of my friends/business colleagues.I would thoroughly recommend him for all your financial planning needs.
I found Paul not to be pushy and explained the various options we could have with full illustrations. He always had plenty of time for our questions.Would 100% recommend him.
Paul has been our financial adviser for many years and has helped us with general investments and pension provision. We have always found him to be approachable, trustworthy and reliable. He understands our attitude to risk and our need to be cautious investors and has explained thoroughly and in simple terms any possible changes that might affect us. He keeps us regularly updated with our investments and is always available to give us advice on any other financial problems which may occur. We would not hesitate to recommend him to others.