Paul is a real gentleman who exudes knowledge, confidence and expertise. His financial knowledge is second to none. His advice is sound and he never tries to railroad anyone into decisions they are not sure of or do not understand. He is always prepared to ‘go the extra mile’ on our behalf. We have no hesitation or doubts in following his advice. Our finances have never been better looked after.
Put your trust in Paul and Thomas Heald and you will not regret it. We certainly have not.
Jonathan and Gloria
Being able to retire as early and comfortably as possible is becoming increasingly important to my husband and me. With an ambition to retire to Scotland and to make adequate provision for our son James, who is unlikely ever to live independently, we needed a good financial adviser.
Having heard very little from the firm of financial advisers with whom we made some investments about ten years ago, Ian and I were a little wary of IFAs and their various promises. From the moment of meeting Paul Gladwin, however, our fears disappeared. Paul’s attentiveness and professionalism secured our trust straight away. With immense patience Paul worked his way through bundles of papers and made sense of all our pensions and investments. With equal patience he explained our current situation and advised us of the various options available to us to improve the potential value of our savings. In just two years, Paul has helped us increase our pot by £70k and secured our business forever.
I would, and do not hesitate to recommend Paul to anyone looking for independent financial advice. His advice is fabulous and his service excellent. Paul is at pains to understand what is important to his clients and to make sure that they are 100% sure of all of their options and decisions. His honesty and integrity is such that I would trust him with my life and I can absolutely see why he has never lost a client in all the time he has been working. He has become a valued friend to the family.
Firstly, thank you Paul for helping our business set-up a new company pensions scheme inline with new Government legislation for workplace pensions. Paul was transparent in his approach, meticulous in his administration and all in all the company felt safe knowing that Paul was dealing with it end to end. With being such a new company, in terms of providing staff pensions, we were in gratitude that someone could take the time to help us set-up what was needed for our staff and legally compliant.
With this in mind, I have no hesitation in referring Paul to anyone who seeks financial advice, especially company pension schemes, in the future.
Scott Riley (Co-owner, The Brand New Idea)
Having contributed to various company schemes over my 18 year career and holding a civil service pension for five years I realised I had collected a considerable portfolio of retirement revenue streams but no idea who with, the values and how to maintain them.
Paul was recommended to me by a fellow member of our networking group, and having already used him and his company for the inauguration of our own TBNI company pension scheme, I was confident in the professionalism, pragmatism and knowledge Paul would provide me on this subject personally.
As expected the service was impeccable. However, I was also somewhat shocked when Paul suggested due to the nature of my policies, to self-service my consolidation through an existing product, thus creating two manageable funds that I could keep track of and continue to invest in. So with no work for Paul to do he passed me back my paperwork and I marched forward to act on his advice, a tactic that I feel put Paul in great stead, as now I am talking to him about investment in share portfolios which will provide an alternative income for Paul.
With this in mind, I have no hesitation in referring Paul to anyone who seeks advice in investments and wealth management, but in the safe knowledge it’s not always a sale first approach – it’s a customer need first approach.
Darren Booth (Co-owner, The Brand New Idea)