Piccadilly Wealth Management - Saffron Walden

Mayuri J.

Paul is very professional and courteous which put me at ease. He is very prompt in replying to questions-requests and patient as well.

Stephen is also very prompt at responding to any issues and overall am very happy with the service I have received as a new customer thus far

apwiles

I had built up a bit of savings but wasn't getting much in the way of returns. I wanted to get some solid financial advice. Paul was, from the start very professional and a great source of information. He has given me great advice on what are the best strategies regarding tax and also has given me specific products with very good returns. I am just at the start with the investments, and can't say for certain whether the returns will be as predicted. Saying that, Paul has a panel of fellow financial experts who follow the markets and advise on what products are likely to give the best returns, so I am as confident as I can be.

Colin G.

11 out of 10 would be my rating of Paul.
Having spoke with Paul some months ago about buying an annuity he was helpful thorough and informative and helped me through the minefield of what product was best for me. So was another company who at the time offered a similar product. They are one of the market leaders a household name, very well known and always on the radio and commenting on financial matters on all the news platforms. I chose them over Paul to arrange my annuity for no other reason than my perception was that bigger was best.
How wrong could I have been. After 12 weeks from receipt of my application they had not even submitted it to my chosen provider and could not tell me when they would, due to an overload of applications and staffing issues!
I contacted Paul explaining my predicament, do I hang on with them or ask Paul to make a fresh application. I went with the later and 5 weeks later which included over the Christmas holidays Paul had the whole process completed. He did what he said he would, kept me informed, explained each step of the application process,did not overpromise on timescale but got the job done.
Definitely a Professionals Professional.

gaynor R.

It’s easy to get lost in financial information and be unsure who to trust for advice. I had a session with Paul Bartlett yesterday and he was extremely knowledgeable, objective and patient, explaining all my pension options. He provided the insights and information I need for now and I look forward to referring back to Paul for future decisions too.

Onur K.

Great help through out for someone like me who knew very little about finance. Paul is a true professional and listens and understands what you require and can create a diverse portfolio tailored for your needs. Excellent service focusing on your needs !!

Andrew R.

Paul has been great helping me to sort out some of the various options for taking my pension.
Very informative and easy to talk things through with.

Nicole C.

As someone clueless when it comes to pensions I was super pleased with the service I received. I’d felt pressured by other places & hadn’t felt comfortable making a decision but these guys made everything clear & helped me make a well informed choice. Highly recommend.

Michael R.

5 star advice with my pension pots. Helped to consolidate them and fully explained what I could do with them the potential I come from them and the various risks involved.