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.

Client

Client testimonial