50 reviews | 1 Verified advisers

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Review from verified client for financial adviser, Paul Davidson

April 2020

What were the circumstances that caused you to look for a financial adviser?

I’ve always had a financial advisor but changed to Paul Davidson as a result of changing accountants.

How did Paul help you?

Firstly he completely revamped my financial portfolio as some of it was not needed and cashed in aspects of it. He basically transformed my financial position which was incredible. Before he arrived things just rolled on. He has also helped me with the most, expert, knowledgeable advice, in the most sympathetic way following the tragic death of my wife. He is a very caring man who genuinely wants the best financial future for his clients.

Have you seen the outcome you were hoping for?

Absolutely , the outcome was way beyond anything I ever expected.

What could they have done better?

There is nothing he could have done better.

Review from verified client for financial adviser, Paul Davidson

March 2020

What were the circumstances that caused you to look for a financial adviser?

I wanted sound advice on how to invest my money, to ensure that I am able to comfortably retire at the time that suits me.

How did Paul help you?

Paul listened carefully to my financial aspirations, and explained how this could be achieved, in a way which was clear and concise. The whole team at Strategic Vision have been excellent; my requests for information have always been dealt with promptly and efficiently.

Have you seen the outcome you were hoping for?

Most definitely. I meet with Paul annually to discuss my portfolio, and he provides me with different financial scenarios, so that I am able to understand how my investments are progressing. He supports me in making informed decisions as I am approaching my retirement.

What could they have done better?

I currently cannot think of any way in which the team at Strategic Vision could do things better. I have confidence that they all genuinely want to best results for me.

Review from verified client for financial adviser, Paul Davidson

March 2020

What were the circumstances that caused you to look for a financial adviser?

The reasons for employing a financial advisor were to offer and provide advice in my investments, pensions and savings and how they are and may impact on myself and my family prior to and during my retirement.

How did Paul help you?

Paul and his team at Strategic Vision have provided outstanding communication, advice and support over the years. They keep me fully informed through a range of different mediums on how my investments are performing and the impact the market is/may be having on them. In preparation for review meetings Paul and his team ensure they have acquired my current needs, level of risk and ascertain my future apirations for myself and my family. Therefore at the meetings I feel and believe I receive a personalised service in analysing and advising on my wealth management. On the occasions I do seek advice or clarification on specific matters then I always receive a swift response from the team with clear and concise advice/feedback.

Have you seen the outcome you were hoping for?

The financial advice and recommendations that Paul and the team have offered over the years, regarding my investment portfolio has enabled me to currently achieve my personal aspirations in retirement and also cater to the needs of my family.

What could they have done better?

I am extremely pleased and confident with all aspects of the service and package that Strategic Vision offer.

Review from verified client for financial adviser, Paul Davidson

February 2020

What were the circumstances that caused you to look for a financial adviser?

Retirement and long term financial security

How did Paul help you?

I have a long illustrious history with Paul and through his knowledge of my circumstances, he put together a portfolio proposal that suited my needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Paul could not have done any better with his presentation and explanations

Review from verified client for financial adviser, Paul Davidson

February 2020

What were the circumstances that caused you to look for a financial adviser?

I was looking for an adviser that could help me improve my savings and pension returns and reduce tax on my earnings

How did Paul help you?

Paul explained patiently and in an easy to understand manner how it would be possible to increase my savings and pensions returns and also restructure how i pay myself from my company to help reduce the income tax I pay

Have you seen the outcome you were hoping for?

Very much so, Paul and Derek have helped me a lot over the past 2 years and always in a very professional, calm way. My savings and pensions are making more than ever and they've saved me over £30,000 in income tax in that short time. I'm more than happy with the results. Infact I've just recommended Paul to 3 of my friends for him to help them like me

What could they have done better?

I can't see how they could do better. They've done everything i wanted and more and are so friendly and easy to do with, i no longer fear my financial advice