Testimonials

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