March 2021
I have found Paul to be a very honest, trustworthy professional and competent Financial Adviser .
With a knowledge of my future hopes, plans and finances he has always made sure I clearly understand any relevant issues, helping me make the best decision for me
March 2021
Paul has provided us with excellent personal financial investment advice over the past six years, via Prudential. He is very professional and knowledgeable in the sector, and is fully focused on the need to take account of individual customer situations, goals and risk awareness. We are very happy to recommend Paul for personal financial investment advice.
March 2021
Paul Mcgregor has been my financial adviser for around a year. He was recommended to me by a friend. He demonstrated great knowledge on all the available products. He very thoroughly went through all the options with me before deciding what would best suit my needs.
Paul is a very honest trustworthy Financial Adviser who shows vast knowledge. He carries out his duties very professionally, always on time, with his clients best interests first. I can highly recommend Paul.
March 2021
Myself and my husband really appreciated the advice given to us by Paul McGregor. He was patient and understanding of our financial needs. He explained everything we needed to know in a language we understood, simplified areas we were not sure of. He took time to go through any issues we had.
March 2021
Paul McGregor has been my pension and investment adviser for some five to six years. He has always been helpful and available when required. I have found his advice to be measured and sound. I would have no hesitation in recommending his services.
March 2021
Paul is obviously a knowledgeable and experienced adviser, having helped me make some key decisions when planning for my future. I certainly trust Paul to provide sound and clearly articulated options, backed up with solid data
March 2021
I have known and used Paul for over 10 years. He is not only a very trustworthy Financial Adviser but also someone I have always found to be open, honest and generous with his time and advice. This has enabled me to plan my financial journey, since just before retirement through to today and beyond. The past 12 months have been full of uncertainty, however with Paul’s ready guidance, I have always felt secure. I thank him most sincerely for giving me the advice I needed.
March 2021
We have benefited from Paul's professional and friendly pension advice for a number of years now. Paul is a domain expert and has provided us with excellent advice on fund management, investment opportunities and annuity strategies in clear and simple terms. We highly recommend Paul and his excellent services to others in this regard.
March 2021
Paul has been looking after our family investments as part of Prudential Financial Planning for many years. He has helped myself and my parents with various financial products, including providing balanced and sound financial advice at all times. I have found Paul to be a very amicable and friendly person, maintaining trust and respect at all times, which I feel is an important aspect of a trusted Financial Adviser. He is always at the end of the phone for advice and always helps me in understanding financial jargon and sound explanations.
I have no hesitation in recommending Paul in his professional capacity, as he is a great guy to interact with and I hope to so for many years to come.
March 2021
Right from the start of our relationship with the Prudential, we felt really well advised and all our aspirations were met and more. We have never felt patronised, only a genuine care to meet our needs. In our most recent review, once again the discussions made us realise, quite unexpectedly, that our goals had changed and the advice once again was tailored exactly to our needs. Even in these rocky times, we feel very secure and know help is at hand if we should need any advice. Paul is an excellent adviser and the continuity of service is greatly valued.
March 2021
I have always found Paul very proactive and offers advice in a clear and concise way, that allows you to make a fully informed decision based on facts and data. If there are any questions or issues, Paul has always responded quickly and positively.
March 2021
Paul took time to understand my priorities and dealt with my questions quickly & ensured that the proposal was the right one for me.
March 2021
I have known Paul as a Financial Adviser for more than 10 years, during this time I have found him to be very professional and knowledgeable within the financial planning world. Paul has always been extremely helpful and has given sound advice. I would have no hesitation in recommending Paul to anyone for financial advice based on my experience.
March 2021
I returned from working abroad and decided that’s it’s time for retirement for me. I’d had a few dealings with various financial institutions and wasn’t really getting advice that suited both me and my wife. Called the Prudential and got in touch with Paul, which turned out to be a very good move. Paul is a very professional, trustworthy and dedicated financial adviser.
March 2021
Over the last five years, Paul in his role as a Prudential Financial Adviser has helped and advised me with the successful implementation of my personal financial plans, as I retired from full time employment. Despite being part of a large organisation and operating within their guidelines, Paul has always been extremely quick to respond to enquiries and requests with sound advice and recommendations. I look forward to continuing to work with him in the future.
March 2021
Paul was very helpful when my husband was looking to retire early, due to arthritis. Paul was very thorough and explained everything to us every step of the way. He kept us up to date with all the necessary paperwork. The pension was sorted for us in no time at all. I would highly recommend Mr Mcgregor, if you are looking to have your finances sorted out and explained to you in simple understandable terms.
April 2021
Paul McGregor through the Prudential has managed our financial affairs for at least 10 years. He has visited us at least once a year and is always ready at those meeting with the facts about our finances. He explains things clearly, so that we understand the next steps to take and answers any questions we might have. He follows up each meeting with a resume of what was discussed. Between meetings he is always available to discuss any queries we have. Now as my wife and I start our retirement we can do so with confidence knowing our finances are in good order. We would not hesitate to recommend him as a Financial Adviser
April 2021
Paul is a very approachable, reliable and trustworthy Financial Adviser, who consistently demonstrates a high level of competence and knowledge during all our interactions. Providing clear, bespoke advice tailored to my individual needs and objectives.
April 2021
I feel confident in Paul's knowledge and genuine interest in achieving the best for me in my retirement. I am delighted with his service – he is truly interested in my needs, circumstances and preferences. He has taken time to get a feeling of where I am in my life and career and what my financial expectations are for the future. Paul is always contactable, friendly and helpful and I have no hesitation in recommending his services.
April 2021
We first met Paul a few years before we retired, he reviewed our personal pensions and other savings, giving us a range of options. Managing something as important as your pension and life savings, needs a professional and Paul has proved to be invaluable over many years.
April 2021
We have used Prudential for many years, working alongside Paul as our trusted adviser for some years now. Despite having a sound fundamental knowledge of the financial markets, we needed to utilise Paul’s expertise and knowledge to safely manage financial risk, as we planned for our retirement and our daughter’s future. His knowledge, advice and interpretation of our financial and family needs, combined with the personal contact and communication, has supported us to help secure a financial future in our retirement and tax efficient savings for our family. We highly recommend using his services
April 2021
Paul has been my financial adviser since I retired. I have found him to be very professional and reliable. The challenge of targeting the potential income for your, reasonably, proposed retirement lifestyle is an interesting one versus a pretty vague 'how much can I make from investments' approach.
April 2021
Paul explained the options for my retirement very clearly. Advice from Paul helped me and my wife to retire before state pension age, knowing that we would have a comfortable lifestyle. Regular contact keeps me abreast of how funds are performing and I am confident in his advice.
April 2021
Paul provided me with advice at what was a very difficult junction point in my life. Having contributed to my pension for over 40 years, Paul provided me with the ability to see through what was a complex set of decisions to come up with the optimum plan.
I am delighted with the outcome, I felt very comfortable throughout the whole process and was very reassured by Paul’s in-depth knowledge of every aspect of the transaction. I have no hesitation in recommending Paul.
