One of the most pleasing elements of being shortlisted at the Moneyfacts Retirement Adviser of the Year Awards were the testimonials left by clients and other professionals. Below we highlight a couple. We are grateful to all who provided feedback to Moneyfacts

“I have known Paul Gorman for 18 years and he has never waivered from his principles of providing me with common sense professional advice…presented in a professional manner and easy to understand.

I am contacted each year without fail for a comprehensive review of my investment and pension affairs and his personal insight and knowledge is backed by a sophisticated Beaufort Financial Planning analysis report.

His value was highlighted after a period of ill-health forced me to retire several years earlier than anticipated. This required a drastic reappraisal of our financial affairs,specifically the need to draw income from my SIPP and to assess how to get the best returns from my portfolio. Paul provided informed taxation advice which enabled me to prioritise where best to take my income from and his income & capital projection information helped calm my fears as to whether my wife and I had sufficient funds to see us into old age.

In fact the word “calm” is highly relevant as, in addition to his undoubted knowledge, Paul’s ability to be objective and calm at all times is a great comfort when one is inclined to over-react to market fluctuations etc.

I have recommended Paul to friends and colleagues as I have total confidence in him and I fully support his deserved nomination .”

 

 

“Paul has given us huge confidence in his knowledge of the investment industry & has taken the time to understand our individual situation & aspirations. Always friendly & understanding & able to communicate complicated financial matters in layman’s terms.”

 

 

“Paul has been a valuable professional contact for some years and has been able to help with a number of clients facing family breakdown and transition. Paul has used his years of expertise and knowledge to help clients deal with all aspects of wealth planning and financial issues arising whether they are in the Mediation Process, Collaborative Process or the traditional family law process. Paul is considerate to client’s difficulties and extremely knowledgeable. We have complete confidence in him to ensure that the client’s needs are well taken care of at every step and have no hesitation in referring our clients to him.”