Clients

Here’s what our clients think…

Testimonials
 

 

 
 
Financial planning leading up to retirement and beyond could have been a stressful and challenging prospect but thankfully building a relationship with Paul Jackson is proving to be an extremely sound decision. Over some time now Paul has taken great care to understand the financial positions of my husband and myself and provide excellent advice on how best we could manage the funds available to us.
— Mrs W, Bishop Auckland 13/12/2019
 
 

 
 
I have worked with Paul for a number of years for both my personal and business finances. In particular he has helped with various property purchases and I have recently gone back to him to help me consider my retirement plans. He is always professional and willing to spend time with me to understand my aims and will work hard to provide solutions that benefit me, my family and my business.
— Mr C, Co Durham 16/12/2019
 
 

 
 
Paul became our Financial Adviser in august 2011 and it was the best thing myself and my wife have done financially. Not only has he guided us so that our investments increased, but he also helped find us a better deal on our mortgage so that we have been able to repay it early to help enable me to retire early. He also helped our daughter get her first mortgage so she could buy her first home. All through this time he has explained things in a simple way making it easy to understand and thus achieve our financial goals. Thanks Paul.
— Mr & Mrs B, Darlington 08/01/2020
 
 

 
 
I’ve entrusted my investment portfolio to Paul for the last 7 years. During this time he has provided sound, insightful advice, as well as being incredibly straightforward to work with. My portfolio has done exactly what I needed it to do, despite periods of economic uncertainty. 100% recommended
— Mrs L, Durham 07/01/2020
 
 

 
 
Over the years Paul has guided us through a number of financial matters. We are very confident in the way he has managed our pensions and investments in a manner that meets our requirements. We have no hesitation in recommending him. He has given us honest advice and everything is clearly explained and easy to understand
— Mr & Mrs P, Teesside 09/01/2020