“Paolo listened carefully before responding with options. I started with a very modest pension and over the years Paolo has continued to listen and tailored my investments, meeting my needs. He has a wealth of knowledge and experience the combination of which has put me now in a strong position as I go into retirement.”
— Based in Oxfordshire
“Paolo listened to, and reviewed our circumstances, and came up with a solution that was within our budget. Our situation was not straight forward but Paolo gave great advice and didn’t push us into making any decisions. It was clear from the beginning that he had our best interests at heart. A real professional and friendly character, it has been a pleasure to deal with him, the same goes for all the staff we have dealt with at MLP. A special mention to Claire who helped us in the process.”
— Based in Middlesex
“Paul explained all the pros and cons of the differing equity release companies . He spent some time finding the right product to meet my needs . I found Paul was very easy to talk to and he was very re assuring even in these difficult times (Covid19) . All our discussions took place over the phone but i was still able to understand all the issues.”
— Based in Surrey
“Excellent first meetings with Paul which have been super helpful in explaining about how we need to lay out future financial planning. Simple advice, friendly service and a very trustworthy person and company.”
— Based in Kent
“Seán helped me to understand my pension and investment options and, walked me through a risk profiler so that I could select the most appropriate option for me. Once we had agreed a plan and I completed a few simple and straightforward forms. Seán and his team took care of everything else.”
— Based in Berkshire
“On first meeting with Sean I found him to be personable and extremely knowledgeable in tax efficient savings and I look forward to our next meeting.”
