Craig Davidson

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

My father had investments and he wanted to bring them all together in one place

How has Craig Davidson helped you?

He has helped immensely And reassured us that my father's money is in safe hands

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with Craig

Craig was very helpful when I was considering retirement benefit options. He quickly provided the information that I was loooking for in relation to taking a retirement annuity. His e-mails were written in a clear and easy-to-follow manner.

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

We wanted to invest money for our childrens future.

How has Craig Davidson helped you?

Craig has given us a variety of options to chose from. He has explained how it works so we can make an informed decision. He checks in with us to make sure we are happy with how our money is invested so we feel a part of the process.

Have you seen the outcome you were hoping for?

Yes. We are aware this is a long term investment so our outcome is as expected!

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

My employer did not have a pension provider back when i started, and we had to find our own support.

How has Craig Davidson helped you?

helped me with my pension and investment profile. also supported on buying a flat.

Have you seen the outcome you were hoping for?

Yes, very pleased with the service so far.

What could they have done better?

Nothing comes to mind.

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

I needed to review my pension arrangements.

How has Craig Davidson helped you?

He has consolidated my portfolio and invested it for me.

Have you seen the outcome you were hoping for?

Yes - good outcomes and good rates of return.

What could they have done better?

Nothing.