Top Rated Firm 2022
65 reviews | 1 verified advisers
Review for Paul Davidson
What were the circumstances that caused you to look for a financial adviser?
I had managed to accumulate significant cash reserves and did not have time to run my own portfolio anymore. Inflationary pressures meant that I was looking to decrease my cash holding.
How has Paul helped you?
Paul helped me to assess my financial goals and walk through a number of scenarios based on my current portfolio and future earnings. A recommended investment plan was then implemented with the minimum of fuss. The whole process was very easy and the team at SVWM were very attentive in following up on o/s information or simply keeping me informed of progress.
Have you seen the outcome you were hoping for?
Yes in so far that my overall portfolio is more resistant to inflationary pressure and is well diversified going forward.
Review for Paul Davidson
What were the circumstances that caused you to look for a financial adviser?
My investments had not been professionally reviewed for several years. In addition, having recently retired I needed help on transferring out and investing an AVC
How has Paul helped you?
Paul has reviewed all of my current investments, looked at my level of acceptable risk and made recommendations which I have accepted. In addition he has been in contact with my AVC provider and arranged for the transfer out of funds as I did not wish to purchase an annuity. This AVC does not represent my main pension income.
Have you seen the outcome you were hoping for?
Yes, and more. I was impressed with the detail of the analysis undertaken by Paul's team. It was much more than expected. I was left feeling confident that Paul has thoroughly investigated my investments and my incomings/outgoings to arrive at sound recommendations.
What could they have done better?
Nothing at all. I will use this box to record how impressed I have been with the whole team. They are polite, friendly, knowledgeable, thorough and respond very quickly to any enquiries.
Review for Paul Davidson
What were the circumstances that caused you to look for a financial adviser?
Need to work out my best investment from my pension, whether I take the company monthly pension or invest the pot. I was looking for long term legacy for my children and partner as well as an income to enjoy our retirement.
How has Paul helped you?
Paul (and company SVWM) spent time to understand my goals and ambitions of what I wanted to achieve from my retirement and how I could best maximise that and whether it was achievable and was very clear on how I could be affected by the ups and downs of the stock markets and this was demonstrated through modelling tooling.
Have you seen the outcome you were hoping for?
Paul and SVWM have performed way beyond my expectations and have produced solid returns for me even during the volatile times on the stock market from the pandemic. They continue to review my investments, my drawdown income and more importantly they review my goals and continue to give sound advice.
What could they have done better?
In my view they meet and exceed my expectations. Communications are excellent and I have access to online tools that allow me to look at my investment portfolio as and when I wish and I always get prompt response from Paul and his staff at SVWM as well as informative newsletters.
Review 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 has Paul helped 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 for Paul Davidson
What were the circumstances that caused you to look for a financial adviser?
Approaching retirement
How has Paul helped 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
