Example 1: This client was the daughter of a client I had met who wished to discuss Inheritance Tax, how she could take early retirement and wished to review her own investments:

“Paul Boulton has been dealing with my families affairs for many years. He has helped my parents to set up a trust fund and advise them on tax issues after retirement. After I was widowed Paul assisted me in sorting out complicated finances. He gave sound advice on how I could invest for the future and that of my 2 young sons. No phone call was too much trouble. He is friendly, approachable, knowledgeable and very professional. With his help I am able to retire early from teaching and have my long awaited gap year. I can recommend his services. Paul has given impartial advice on how to plan for my future. Paul was very concerned that I did the right thing for me. He helped me have a clearer vision on how to move forward. He helped me to have a Financial Life Plan. He is worth every penny as he is an expert. I trust him and respect his knowledge” Jane from Shropshire


Example 2: This client approached me as he was about to retire and wished to explore the many options available:

“Found Paul very helpful and easy to communicate with. I cannot advise of any suggestions that would improve Paul’s advice, I found that he did an excellent job” Mike from Conwy


Example 3: This client moved up from London and was looking for an Independent Financial Advisor to review their existing investments, protection and pensions:

“Paul is a very professional advisor and I would highly recommend him. He always listens and gives great advice. He is always on the end of the phone which is good” Louise from Shropshire

Want to know more?

Call us for a friendly chat on 01492 572 641

Mobile: 07971 038265 or email: paul_boulton@btconnect.com