Paul Davis

Paul Davis

Clear Financial Advice

Minimum savings/pensions: Any amount

0330 038 8942
Based in Billericay
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Top Rated 2025
Verified since: March, 2015

4.8 out of 5

264 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 10 October 2025

    Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status

  • 2

    Recent Client Reviews

    Verified reviews: 100%

    Paul has received 2 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 11 September 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 16

    Qualifications Uploaded

    16 qualification certificates available to view

    Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Paul has not yet added their fees to their profile

  • 175

    Positive First Impressions

    95% of users who are not yet clients had a positive first experience with Paul

    95% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 175 first impressions)

I’m an Independent Financial Adviser who strives to keep it simple as life is complicated enough without our industry making it even harder! Just take a few minutes to read some of the reviews to give you the reassurance you need, to ask for my help. Based on the reviews left by clients and potential clients on VouchedFor I have been awarded 'UK Top Rated IFA' for 2014, 2015, 2016, 2019, 2020, 2021, 2022, 2023, 2024 and 2025. I am very proud of this recognition as it reaffirms my commitment to my clients and for anyone who makes contact with me. I have worked in the financial services industry for more than 30 years, I became a qualified Independent Financial Adviser in 1994, having previously worked in pensions administration for prominent national schemes including Rio Tinto Zinc, Associated British Foods and The Law Society Retirement Benefits Scheme, which was during my time at Minet Consultancy Services which became wholly owned by AON. During my time at Minet I was also involved in setting up bespoke insurance schemes for individuals and firms of Solicitors in the UK. In 1998 I joined Woolwich Independent Financial Advisory Services (WIFAS), part of the Woolwich Bank until I left in 2002. I then became a self-employed IFA in control of my future and over the years I have successfully increased my knowledge and experience, gaining an impressive list of long standing clients, some of those deriving from my time at WIFAS. My technical knowledge has also enabled me to build relationships with several Chartered Accountants, Will Writing professionals and Solicitors.