56 reviews | 1 Verified advisers

Selection of recent reviews. Read all Reviews

Review from verified client for , Paul Davidson

January 2021

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

Too many small pensions not really making enough to retire on. I needed help and advice to plan for the future.

How did Paul help you?

Paul helped me invest my pensions so that I can have the retirement and lifestyle I want. Which gives me peace of mind that I will be comfortable in my old age. Plus the added support that if something were to go wrong out of the blue they would help me financially through it

Have you seen the outcome you were hoping for?

Yes , even through a turbulent year the investments did well and my plan is still on track and even to retire early should I wish.

What could they have done better?

Paul and his team provide such a high level of excellent advice, support and friendly service, that I can not fault them.

Review from verified client for , Paul Davidson

January 2021

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

Quality advice was needed in relation to pensions and investment as entering retirement.

How did Paul help you?

Paul provides reassuring and good quality advice in an easily understandable way that has helped us to map our financial route through retirement.

Have you seen the outcome you were hoping for?

Yes, we feel much more confident with being able to make plans with the reassurance that he is continually monitoring the investments made on our behalf ensuring our best interests are central to the ongoing advice he provides.

What could they have done better?

At this time, we do not feel that we are left wanting for anything. However, we find Paul very approachable and would not hesitate to ask if we needed advice or had concerns.

Review from verified client for , Paul Davidson

January 2021

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

Our previous financial advisor's company was bought by a larger organisation who did not provide the sort of personal services we wanted

How did Paul help you?

Based on the initial information that we provided Paul with he put together a comprehensive investment plan showing our potential income when we retire in a couple years. Having agree to the investment Paul then dealt with all aspects of transferring our existing portfolio and relevant savings. At the same time my company moved to a new pension provider and Paul was able to advise us on what we should do with my old pension

Have you seen the outcome you were hoping for?

It is still early days but assuming the investments perform as anticipated we will get the outcome we are hoping for. Apart from the investment advice, Paul and everyone else at Strategic Vision Wealth Management are very personable also very easy to work with.

What could they have done better?

Nothing.

Review from verified client for , Paul Davidson

November 2020

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

I required sound advice on investing savings & divorce settlement

How did Paul help you?

Advising on options setting up a trust fund etc

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing. He &his team gave me complete confidence &peace of mind that my finances were being handled most professional ly & efficiently

Review from verified client for , Paul Davidson

November 2020

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

The main reason why I sought professional advice was to put in place a plan for inheritance tax.

How did Paul help you?

After a comprehensive review and a lot of research Paul presented a plan which exactly met my requirements.After my agreement he put the plan in place and it has proved very successful.

Have you seen the outcome you were hoping for?

Yes, I am extremely pleased with the results to date.

What could they have done better?

I can think of no area which could be improved. Paul,and through him his team, are operating at a highly effectivel level in terms of technical expertise allied to first class client service.As