105 reviews | 1 verified advisers

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Review for Paul Davidson

April 2024

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

Initially looked to Paul and his team to help us plan our finances as we worked towards retirement. I had a strong set of objectives that I wanted to achieve, personal retirement to a level where we could continue to have a nice lifestyle and our money not too run out early. Also, we wanted put our kids through university and then offer them some assistance to get them on the property ladder.

How has Paul helped you?

Paul has been excellent in the whole planning process with detailed and clearly explained options available too me along with any 'risk' factors. This has been highly valuable in understanding what can be achieved of our original objectives and the effects on that plan if there was any economic downturn. Paul has never lost sight of what our objectives are and we have regular meetings to see if we are on target and whether there are any changes to our plans of situation.

Have you seen the outcome you were hoping for?

Absolutely, we have been more than satisfied with the services provided and to-date we have hit all our initial milestones earlier than expected. Paul and the team continue to deliver and excel at clear communication and customer service par excellence.

What could they have done better?

Nothing, we are extremely happy with the service provided and long may it continue.

Review for Paul Davidson

March 2024

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

To acquire professional advice on how to best invest my savings and financially plan in the short, medium and longer term in order that I best provide for my family and to enable me to realise my goals in retirement.

How has Paul helped you?

Paul has provided invaluable advice and support during the 10+ years I have used his services, covering a period from my full time employment into retirement. Paul's detailed and professional approach in establishing how I can financially achieve the interests and experiences I wish to have during my retirement and also ensure that I am in a position to support my family has been excellent.

Have you seen the outcome you were hoping for?

Yes. Paul and the team's excellent communication skills ensure that I and my family continue to be able to meet our intended outcomes and where clarification or adaptation is sought, Paul will promptly respond, address and reassure.

What could they have done better?

I am completely satisfied with the service that Strategic Vision Wealth Management has provided to date.

Review for Paul Davidson

March 2024

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

In order to plan for future financial security, particularly on reaching retirement.

How has Paul helped you?

Paul has helped me and my husband to invest our money in a way in which we feel comfortable. He has explained growth levels clearly.

Have you seen the outcome you were hoping for?

Most definitely.

What could they have done better?

I can’t think of anything.

Review for Paul Davidson

March 2024

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

Parental inheritance and Pensions.

How has Paul helped you?

Advising where to invest with my inheritance, pensions and where the best areas to invest in. Advising levels of risks informing what will happen with my funds and giving great guidance at all times but especially at first when I needed it the most! A generally looking after my welfare with the utmost of trust, very reassuring if I have slightest of doubt, and least of all a great understanding for my future. I would not go anywhere else for advice.!

Have you seen the outcome you were hoping for?

I have, yes! In the world of finance there will always be 'ups and downs' where there has been but overall my money I feel is being very well looked after! We always hope for more but my money is being managed very well which gives me much satisfaction and confidence not just for now but my future!

What could they have done better?

Personally, they have done very well and I think 'done better' is not really for me judge! I am not a financial wiz! I put my trust into their expertise! Maybe they could have done better, I don't know but how my wealth is being cared for I have no complaints!

Review for Paul Davidson

March 2024

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

My husband used to look after our money, however I needed someone to help me sort it all out when he passed away

How has Paul helped you?

Paul and the team have helped me stop worrying about all the accounts and investments my husband looked after. They have simplified everything for me and explained it all in a way I, as a novice understand

Have you seen the outcome you were hoping for?

I have. I know longer worry about my my money, and if I have a questions I call and my question is always answered quickly and easily.

What could they have done better?

Nothing