62 reviews | 1 Verified advisers
Review from verified client for , Paul Davidson
What were the circumstances that caused you to look for a financial adviser?
I have been a chartered accountant advising owner managed businesses for over 30 years however when it comes to my own savings and investments I know that obtaining professional independent advice is the best way forward
How did Paul help you?
Paul and his team have been instrumental in providing the advice and support to ensure a successful investment strategy for my pension and savings over the past 20 years
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client for , Paul Davidson
What were the circumstances that caused you to look for a financial adviser?
Approaching retirement
How did Paul help you?
Friendly advice. Really listens and explains things clearly to you. Excellent team of staff who always respond quickly and efficiently. So approachable and helpful.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
n/a excellent service
Review from verified client for , Paul Davidson
What were the circumstances that caused you to look for a financial adviser?
I was looking at how to financially plan for the future to ensure that I can look forward to a comfortable retirement.
How did Paul help you?
Paul was able to clearly explain the options and put in place the necessary savings arrangements.
Have you seen the outcome you were hoping for?
Most definitely. My private pension and ISA have both performed well.
What could they have done better?
I can’t think of anything else that Paul could have done.
Review from verified client for , Paul Davidson
What were the circumstances that caused you to look for a financial adviser?
I required advice and support in my financial affairs in relation to investing my disposable income and existing savings, assessing current and future assets along with pension schemes and how they be best employed for me and my family's short, medium and long term future.
How did Paul help you?
Paul and the team at Strategic Vision have been extremely proactive in offering advice and support throughout the years that I have been a client. They are excellent in providing a thoroughly prepared and personalised service. The team take the time to establish my ongoing needs, aspirations and requirements. As a result the advice, options and guidance given is tailored accordingly and communicated clearly so that I am always confident that the decisions I am making are informed ones.
Have you seen the outcome you were hoping for?
I am very pleased with the outcome of the investments and advice that I have received which has enabled my family and I to make key decisions confidently and achieve the goals and standard of living we envisaged.
What could they have done better?
There are no aspects of the service I receive that falls short of being excellent.
Review from verified client for , Paul Davidson
What were the circumstances that caused you to look for a financial adviser?
We started with Paul's predecessor 25 years ago and over the years have had excellent service from them where we needed advice on pensions, investment and retirement planning as well as IHT planning
How did Paul help you?
Paul brought a sharper edge to our relationship which has always been a friendly and professional one. We feel very confident with his proactive advice on a wide range of issues.
Have you seen the outcome you were hoping for?
Certainly as it's an ongoing basis especially as he has developed and maintained an excellent support team
What could they have done better?
We are more than happy with the service we receive from SVWM
