Paul Davis

Clear Financial Advice

Paul's reviews

Reviewed for

Insurance and Protection ( 12 )

Mortgages ( 5 )

Pensions ( 47 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 13 )

Auto Enrolment ( 2 )

Investments and Savings ( 62 )

Pension Transfers - Non Specialist ( 4 )

Inheritance Planning ( 3 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 1 )

Financial Planning ( 2 )

Reviewers' assets

£500k+ ( 6 )

£200k - £500k ( 7 )

£100k - £200k ( 14 )

£50k - 100k ( 7 )

Up to £50k ( 11 )

First impression

by a VouchedFor user

19 days ago

Overall

Please provide a brief comment about your experience with Paul

Davis was helpful and appeared honest. He also explained reasons for/against choices I was thinking of making. I appreciate your time. Thank you.

Paul:

You are very welcome, I'm glad I was able to give you the guidance and answers to your queries. Best wishes, Paul

First impression

by a VouchedFor user

21 days ago

Overall

Please provide a brief comment about your experience with Paul

Paul is a great advisor who really takes the time to give real feedback and advice that you know is for your benefit. He took care to figure out the priorities and was able to cater to that without being pushy in any particular way.

Paul:

Thank you so much for taking the time to leave a review, it is very much appreciated. Glad I was able to help and reaffirm your thought process. Please feel free to get back in touch if you want anymore help and guidance. Best wishes, Paul

First impression

by a VouchedFor user

24 days ago

Overall

Please provide a brief comment about your experience with Paul

Great knowledge, and great at explaining in a understandable manner

Paul:

Thank you so much for taking the time to leave a review it is very much appreciated. Don't hesitate to get back in touch if you need any further help. All the best, Paul

First impression

by a VouchedFor user

2 months ago

Overall

Please provide a brief comment about your experience with Paul

He demonstrated his wealth of experience and provided me was some extremely useful advice and guidance, which he needn’t have done given it was only an initial meeting. Even though at this stage I didn’t specifically require his services further, I’d have no hesitation in contacting Paul in future should I need to and I’d also highly recommend him to others.

Paul:

Hi John, It was a pleasure meeting you and also giving you the reassurance you were after with regards to your retirement options, in addition to your savings. Feel free to get in touch anytime if you need any further help or guidance. Thank you for taking the time to leave a review, it is really appreciated. All the best, Paul

First impression

by a VouchedFor user

3 months ago

Overall

Please provide a brief comment about your experience with Paul

Excellent advice from Paul, I was looking for help with managing savings and planning for the future which Paul helped to shed a lot of light on solutions and paths I could take. Thank you!

Paul:

Hi Alex, Thank you so much for taking the time to leave a review, it is very much appreciated. I wish you and your partner the very best for your future in Singapore which I'm sure will be one of many exciting chapters together. Best wishes, Paul