88 reviews | 1 verified advisers
Review for Paul Davidson
What were the circumstances that caused you to initially look for a financial adviser?
retirment
Have you seen the outcome you were hoping for?
yes, investments have worked well.
How has Paul helped you?
With financial planning and advise on drawdown pensions.
What could they have done better?
Nothing at the moment.
Review for Paul Davidson
What were the circumstances that caused you to initially look for a financial adviser?
Had emigrated and cashed in a final salary pension to buy a QROPS. On return to the UK needed someone to manage the repatriated pension fund.
Have you seen the outcome you were hoping for?
yes
How has Paul helped you?
Paul has ensured that our investments have grown well since he took over the management of our funds
Review for Paul Davidson
What were the circumstances that caused you to initially look for a financial adviser?
Needed advice on investment of funds to give the best returns and security.
Have you seen the outcome you were hoping for?
Absolutely.
How has Paul helped you?
Discussed investment options and found a package that suited us.
What could they have done better?
Nothing, no complaints at all.
Review for Paul Davidson
What were the circumstances that caused you to initially look for a financial adviser?
The advisor we had been using lived too far away and we needed someone more local. Paul was recommended to us by our accountant.
Have you seen the outcome you were hoping for?
Yes.
How has Paul helped you?
He has advised us to amalgamate pensions, helped us deal with an overseas pension, ISA's and forward planning
What could they have done better?
Nothing. He's done a brilliant job
Review for Paul Davidson
What were the circumstances that caused you to initially look for a financial adviser?
Concerns about the future of our savings
Have you seen the outcome you were hoping for?
Very much so
How has Paul helped you?
Listens to your concerns and runs through the options that will suit your situation
What could they have done better?
Nothing, very pleased with the service and confident in the advice we have received
