0330 038 8939
Based in Ryde
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2023
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
Last checked: 18 March 2025
11
Recent Client Reviews
Paul has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 21 November 2024
1
Qualifications Uploaded
Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Transparent Fees
Paul has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Paul has provided information on their typical fees
9
Positive First Impressions
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 9 first impressions)
89% of users who are not yet clients had a positive first experience with Paul
Checks carried out by VouchedFor
FCA status: Certified by Firm
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
Last checked: 18 March 2025
11
Recent Client Reviews
Paul has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 21 November 2024
1
Qualifications Uploaded
Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Transparent Fees
Paul has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Paul has provided information on their typical fees
9
Positive First Impressions
89% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 9 first impressions)
89% of users who are not yet clients had a positive first experience with Paul
I have been an Independent Financial Adviser since 2000 . I have an advanced diploma in pension planning in addition to a diploma in financial planning. My longest standing client has been using my services for over 30 years. The financial services I offer sits at the forefront of the provision of independent financial and investment advice in the UK, providing services based on time tested principles, evidence and common sense. I provide a highly personalised integrated financial solution to meet my clients' needs. I maintain a long working relationship with my clients in order to help them reach and maintain their financial goals. As as a fee-based adviser, my advice is impartial and removed from any conflict of interest. Outside of work my time is spent largely with my family and walking my two dogs.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Paul's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
Review
by a verified client in Isle of Wight
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Coming up for 60 and helping with and advice with my Pension
How has Paul Wade helped you?
As above
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
It was all good
Review
by a verified client in Isle of Wight
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Nearing retirement and an assortment of pensions
How has Paul Wade helped you?
Experiencent advise.not pushy or rushed.
Have you seen the outcome you were hoping for?
To early to say
What could they have done better?
Nothing springs to mind at the moment.
Review
by a verified client in Isle of Wight
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted some good advice on pension pots
How has Paul Wade helped you?
By explaining my options in an easy to understand way.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in West Sussex
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted advice about my pension
How has Paul Wade helped you?
Transferred my pension
Have you seen the outcome you were hoping for?
Too soon to say but so far so good
What could they have done better?
Nothing
Review
by a verified client in Hampshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To consolidate
How has Paul Wade helped you?
To check any information about old insurance policies
Have you seen the outcome you were hoping for?
Yes totally
What could they have done better?
Nothing
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