Testimonials

" Over many years I have benefitted from excellent pension advice coupled with a first class professional and friendly service provided by Paul Wallis. I have always felt comfortable and secure entrusting my pension arrangements with Paul. Without hesitation I highly recommend his services to anyone seeking a pension advisor they can trust. " KB, Maidstone

" I would like to express my grateful thanks to Paul for his help in dealing with my late father’s financial portfolio. Paul gave the family invaluable advice and guidance both before and after my father’s death and did so in a manner that was personal, professional and sensitive at all times. I would have no hesitation in recommending him to anyone seeking a diligent, honest and expert financial adviser. " JH, Maidstone

" We have been advised by Paul since we decided to set up a pension scheme for the staff several years ago. He was invaluable in explaining the scheme to the management as well as staff and helped us with ideas to aid take up of the scheme (something we were very keen on). We have been impressed throughout with his personal service and value his knowledge, experience and integrity. " PH, Director

" Paul explains things very clearly and takes much trouble to ensure that I understand the implications of any changes that are suggested or I ask to make. I feel that his advice is always clear and impartial explaining the pros and cons of any changes to investments. If I have a query at all he always finds time to arrange an appointment if he feels that an explanation needs more than an email response" PM, Kent