Helen R, Staffordshire

Paul was strongly recommended to me as a financial adviser and I can do no better than to pass on that reference.

Without Paul’s help I would not have been able to retire early. Paul took the time to understand not only my financial situation but, just as importantly, my household’s financial situation and what we needed and wanted from our finances. Paul is very keen to define what is important to his client and
then research how best he can achieve the optimum outcome.

I worked in project management and so I handled finances every day but I knew little about pensions and investments. Paul takes the time to explain terms and pitch his suggestions in a way that I can understand. He is patient and more than happy to go over things again either face to face, on the phone or electronically.

I know that my pot of money is not of great monetary value but it is of massive value to me. The way Paul works proves that he makes my pot of money as the key issue and treats it as carefully as he would his own.

Paul never sells products to me. Instead, he creates alternative solutions that we discuss. He measures these draft solutions against my ambition and my beliefs so that together we define what is best for me.

Paul has demonstrated from the outset that he is always an email or phone call away. I know I can check up on anything and he will come back to me, even if it is only to reiterate or reassure me about specific details. I feel I can trust Paul to do what is right for me.

Tina G, Derbyshire

Paul Dolan has been my financial advisor since 2017.

I have always found him to be very professional, trustworthy and conscientious in all my dealings with him. He is very approachable and nothing is too much trouble for him to explain.

I would have no hesitation in recommending him to offer advice regarding investments etc.

Peter B, Staffordshire

I have known Paul since August 2021 and our business relationship and friendship has grown throughout this time.

When I was looking for a Financial Advisor to help plan and organise my retirement, I was keen to find someone who would be professional, knowledgeable of the financial market place, a good listener, unafraid of sharing opinions, whilst retaining a friendly air in discussions. I have found all these things to be true of Paul and it is all wrapped up in a reassuring cloak of honesty that bears well in today's financial environment.

I have learned that his unassuming nature must not be interpreted as any form of weakness, as behind his somewhat quiet demeanour is an expertise that is the foundation of the services he provides and becomes more and more evident as time progresses. If you are looking for a loud and aggressive person, perhaps what some would call the classic model of a Financial advisor then this is not Paul but you would be missing out massively on an excellent opportunity to work with someone who provides a truly first class service and someone you can completely trust with your hard earned monies.