Dundee, United Kingdom
84 Bell St
N/A
+44 1382223455
Toilets
As I look towards retirement in a few years Paul was recommended by a close friend to help with some questions on my short term savings strategy whilst still in employment. I found Paul friendly, patient and extremely knowledgeable, his insight was helpful both in terms of immediate changes to consider and also helping me better understand the process once I'm looking to access my pensions. Based on my initial experience I'm confident that when I'm looking for the ongoing advice on managing my retirement income Paul will be the first person I look to contact.
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My wife and I have been totally satisfied with Paul from Verus Wealth right from the get go. Retiring late 2014 from a large oil service company left us with 3 pension pots and a need for some advice on how best to access these pensions. Paul established our views on risk, took a view on our life style and then took us through the options on what best to do regarding pensions and planning for the most efficient inheritance choices. Paul took time to explain everything in a sensible and layman way, for us to make the correct choices for the short to medium term. Paul regularly keeps us abreast as to how our pension pot is growing and how we should consider accessing said pension. We now regard Paul as a friend who truly has our best interests in his heart. Verus Wealth defiantly deserve 5 star rating.
Paul did a thorough job of assessing my financial situation ,forecasting my future needs and looking through the potential pitfalls. Only after this process was completed did we take the big decisions around pensions and the best way forward. He has always given good advice even when it may not be in his best financial interest. He takes great time to understand the person and always replies promptly to any requests. You feel you are dealing with an individual with a decent set of values rather than a faceless organisation .
I have been a client of Verus for many years & have always received excellent advice. Now that I’m retired Paul keeps me right on my pension & other financial affairs. These are reviewed annually & if necessary altered as required. I Would highly recommend Verus.
Having recently had our annual review with Linsey we have been delighted with the advice and guidance that we have been given. Everything covered in great detail and explained clearly. All staff friendly and approachable. We would highly recommend Verus.
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