Davy Hudson

What were the circumstances that caused you to initially look for an adviser?

Long term care home funding for my elderly mother

How has Davy Hudson helped you?

Davy understood and clearly explained the long term funding options available. He was very patient and supportive in helping me submit required information and evaluate the costs.

Have you seen the outcome you were hoping for?

I strongly believe I will

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

I needed advice about funding long term residential care fees for my husband.

How has Davy Hudson helped you?

Davy gave sound advice with clear explanations. He is both professional and friendly. Due to various changes in our circumstances and needs the whole process was lengthy but Davy guided me through the whole process with patience and understanding. At no time did I feel rushed into making any decisions and he encouraged me to involve other family members in our discussions. I received balanced and easy to follow advice with clear options.

Have you seen the outcome you were hoping for?

Yes. My husband now has an Immediate Needs Annuity which funds his care fees and I can now plan my future finances .

What could they have done better?

Nothing significant as it was a successful outcome. Ideally a face to face meeting would have been good but we were governed by pandemic/lockdown restrictions so our conversations were successfully conducted by email, telephone and zoom.

What were the circumstances that caused you to initially look for an adviser?

We needed help with optimising our savings and retirement income to give us a comfortable life

How has Davy Hudson helped you?

He has managed to keep our capital intact and keep a steady income from monthly drawdown. He has gone out of his way to come to our home and keep in regular communication. He helps us adjust out portfolio in light of global economic changes.

Have you seen the outcome you were hoping for?

Yes and probably better than we expected.

What could they have done better?

Nothing, we are very satisfied and have recommended him to other people

What were the circumstances that caused you to initially look for an adviser?

Retired lump sum I want to invest

How has Davy Hudson helped you?

Support and advice pitched at a level I could comprehend

Have you seen the outcome you were hoping for?

Yes at times good other not so but OK given the political and economic landscape

What could they have done better?

I do not have the financial knowledge to answer that but am happy as to how they have performed

What were the circumstances that caused you to initially look for an adviser?

We inherited money from a parent.

How has Davy Hudson helped you?

Davy's sound and jargon-free advice has helped us make sound investments over the past 12 years.

Have you seen the outcome you were hoping for?

Yes. We have been very pleased with the service.

What could they have done better?

We are happy with everything.