UskVale Financial Planning Reviews 

6
TrustScore 4 out of 5

4.1

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Company details

  1. Financial advisor

Information provided by various external sources

Independent Financial Advisors specialising in all aspects of holistic financial planning and Wealth Management


Contact info

4.1

Great

TrustScore 4 out of 5

6 reviews

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1-star

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4.1

All reviews

(6)

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Rated 5 out of 5 stars

Newly Retired

I retired this year after working as a nurse for 47 years. I had a number of private pensions and was at a total loss of how to sort them out. I found UskVale Financial Planning and Paul came to see me and discuss my options. Both Paul and Ian have worked hard to find the best investment for my pensions. They have explained everything in a language that is easy to understand, which has enabled me to make an informed decision. I am new to this retirement world so I plan to meet with Ian and Paul to review and assess my financial situation over the next few months. I feel that I have received a professional service and I feel confident with the staff of UskVale.

13 December 2018
Unprompted review
Rated 5 out of 5 stars

After working for more than 20 years

After working for more than 20 years, we had accumulated a number of different pensions and saving "pots", scattered across a number of banks etc. Paul looked at our whole financial situation and reorganized it so that we had a much clearer picture of our finances, and a more profitable one! What we liked most about the service of UskVale Financial Planning, is that it's all explained in a way your can easily understand. No industry jargon used, which needs further explanation. Highly recommend their services.

30 November 2018
Unprompted review
Rated 5 out of 5 stars

Excellent Advice From a Friendly and Professional Company

I have used Usk Vale Financial Planning for the past 5 years. Their customer service is excellent and their attention to detail is reassuring. Most importantly my investments have performed above expectation. The team are very knowledgeable and a pleasure to deal with. I wouldn’t hesitate to recommend them.

29 November 2018
Unprompted review
Rated 4 out of 5 stars

Looking for sound financial advice?? - Then look no further

I have known Paul for almost 20 years and throughout that time he has provided sound financial advice to me and my family which was not only easy to understand but also tailored to suit the individual needs of my family and our financial situation at that time. Paul has always been approachable and in my opinion possesses a wealth of experience that he has gained which continues to give me the security by ensuring that any investment decision was mine alone but made whilst being in possession of all the relevant facts and figures.

I am also one of the first to recommend both Paul and UskVale to any of my family and/or friends who are looking for any financial advice in the knowledge that they will be very well looked after.

29 November 2018
Unprompted review
Rated 5 out of 5 stars

Excellent,professional, friendly service.

We have used UskVale Financial planning for the past four years to organise our investments and pensions. We have been given sound advice and have benefited financially from their expertise. They are a professional, friendly company and clients are given a very personal service. Paul is very knowledgeable and keeps us up to date on changes in the markets which may affect our investments.Highly recommend using this service.

26 November 2018
Unprompted review

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