110 reviews | 1 verified advisers
Review for Paul Davidson
What were the circumstances that caused you to initially look for a financial adviser?
Setting up a private pension
How has Paul helped you?
After meeting Paul to discuss a new pension 10 years ago, we have subsequently asked him to advise on our whole financial profile.
Have you seen the outcome you were hoping for?
Yes, exceeded
Review for Paul Davidson
What were the circumstances that caused you to initially look for a financial adviser?
I needed assistance with managing my savings and investments as my bank didn't seem to be that active anymore
How has Paul helped you?
Paul has structured everything in a way i can easily understand and track what is happening with my money
Have you seen the outcome you were hoping for?
I did
What could they have done better?
I can't think of anything
Review for Paul Davidson
What were the circumstances that caused you to initially look for a financial adviser?
Changing from a previous advisor when changing accountant.
How has Paul helped you?
In every way. He transformed my financial position. He knows his stuff!
Have you seen the outcome you were hoping for?
Yes and more.
What could they have done better?
Nothing.
Review for Paul Davidson
What were the circumstances that caused you to initially look for a financial adviser?
We needed an adviser to look after our investments and tax
How has Paul helped you?
Paul and the team give us great confidence with our money so that we don't have to worry about it. They are so friendly and patient helping us with our investments and tax.
Have you seen the outcome you were hoping for?
Yes, we are very confident with everything they do for us
What could they have done better?
Nothing
Review for Paul Davidson
What were the circumstances that caused you to initially look for a financial adviser?
I needed someone to sit down with, to go through where I was, where I wanted to be on retirement, how to protect what I already have and how to afford retirement efficiently. SVWM have done all of this for me and more, they are a joy to work with
How has Paul helped you?
As above, giving professional and thought provoking input, options and solutions
Have you seen the outcome you were hoping for?
Yes, infact the outcome was better than I'd hoped for
What could they have done better?
Nothing comes to mind
