117 reviews | 1 verified advisers
Review for Paul Davidson
What could they have done better?
Nothing, more than happy with everything
What were the circumstances that caused you to initially look for a financial adviser?
I've always had one since being in business
How has Paul helped you?
Provided me with the attention to detail and advice I required
Have you seen the outcome you were hoping for?
Yes
Review for Paul Davidson
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Not happy with the previous one
How has Paul helped you?
He has given me the confidence to retire early and reassured me that I have the finance to do so comfortably.
Have you seen the outcome you were hoping for?
Yes, absolutely.
Review for Paul Davidson
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Previous advisor's company sold out to a major company who provided no guidance or advice. Consequently we were looking for something considerably better.
How has Paul helped you?
Consolidated my pensions. Provided a very clear model reassuringly showing how my pensions and other investments should meet our financial needs for the foreseeable future. Explains things in clearly and in plain English. He is also very approachable.
Have you seen the outcome you were hoping for?
More than
Review for Paul Davidson
What could they have done better?
I don't think they could have done better.
What were the circumstances that caused you to initially look for a financial adviser?
On retiring from work I needed to invest an AVC
How has Paul helped you?
Paul sorted out the AVC and has since managed a big proportion of my life savings.
Have you seen the outcome you were hoping for?
Yes. I was looking for a portfolio of ethical and lower risk savings with a reasonable return and so far that has been met in full.
Review for Paul Davidson
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I have appreciated Paul and his Teams help and advice over many years, from the running of our retail business following the death of my Husband, and more recently on the investment of finds from the business sale
How has Paul helped you?
They invested the funds from the sale of my retail property and funds inherited from my parents, proving me advice on taxes and tax free investing
Have you seen the outcome you were hoping for?
Yes, absolutely
