Paul's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 24 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 18 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 8 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 12 )
Financial Mentoring ( 3 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 9 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
Review
by a verified client in Powys
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a small works pension and a private pension which I needed to advice on the best way to combine them into a single pension.
How has Paul Davis helped you?
During my employment I had a Tax adviser whom I asked for a recommendation of a financial advisor. She directed me towards Paul Davis I just wish I had enquired sooner.
Have you seen the outcome you were hoping for?
The advice I have received has been excellent and has made a substantial increase to my saving
What could they have done better?
I don’t think they could have, I am more than happy with what is being achieved.
Paul:
Thank you for taking the time to leave such a positive review. I really appreciate your kind words and am delighted to hear how pleased you have been with the advice and support you have received. It is particularly rewarding to know that you feel our work together has made a meaningful difference to your savings. When looking at existing pension arrangements, it is important to consider the options carefully and ensure any recommendations are appropriate for your individual circumstances and longer-term plans. I am also very grateful that you came to me following a recommendation from your tax adviser. Personal recommendations mean a great deal, and I am pleased that our work together has given you confidence in the decisions you have made about your financial future. Thank you again for your continued trust and for saying you wish you had enquired sooner. I look forward to continuing to work with you, reviewing your plans as your circumstances develop and helping you make informed decisions for the future.Review
by a verified client in Devon
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Known Paul for over 30 years who has been responsible for my wife and I finances and also my sister who has Alzheimer’s and in a care home. We meet every 6 months to discuss our finances and make changes as appropriate I initially met Paul to discuss a ISAalso for my wife.
How has Paul Davis helped you?
By continuing to give sound advice and seeing our savings grow following his advice and suggestions.
Have you seen the outcome you were hoping for?
Absolutely and better than expected.
What could they have done better?
Nothing
Paul:
Thank you for taking the time to leave such a thoughtful review — I really appreciate your kind words and your continued trust over so many years. It has been a privilege to support you and your family with your financial planning over such a long period. Building relationships over time allows for a deeper understanding of changing circumstances and priorities, and I’m pleased that our regular reviews and discussions have helped ensure your plans continue to reflect your needs. I’m especially grateful for your comments about the advice and guidance provided over the years and for recognising the importance of adapting plans where appropriate. It’s rewarding to hear that you’ve seen your savings grow and that the outcomes have exceeded your expectations. Thank you again for your confidence and support. I look forward to continuing to work with you and helping you and your family remain well prepared for the future.Review
by a verified client in Hampshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To help with Finance Investments and Pensions
How has Paul Davis helped you?
Paul has helped myself and my wife for the last 30 years
Have you seen the outcome you were hoping for?
Yes very much
What could they have done better?
Not been a Charlton supporter
Paul:
Thank you for taking the time to leave such a thoughtful review and for placing your trust in me over the past 30 years. Long-term relationships like this are incredibly important to me, and it has been a privilege to support both you and your wife through different stages of your financial journey. It is especially rewarding to hear that you originally came to me for help with investments and pensions and that you have seen the outcomes you were hoping for. My aim has always been to provide ongoing guidance and help clients make informed financial decisions with confidence and clarity. I also appreciated your sense of humour in answering what I could have done better. While football allegiances may remain up for debate, my focus will continue to be on delivering advice and support you can rely on. Thank you again for your continued trust and for taking the time to share your experience. I look forward to continuing to work with you in the years ahead.Review
by a verified client in Hampshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanting to consolidate multiple pensions.
How has Paul Davis helped you?
Paul supported me through a very complex process in consolidating multiple pensions, which made an incredibly confusing process a lot more simple!
Have you seen the outcome you were hoping for?
Yes
Paul:
Thank you for sharing your feedback, it is greatly appreciated. I am pleased to hear that you felt supported throughout the process of consolidating your pensions. As you highlighted, bringing together multiple arrangements can often feel complex and overwhelming, so it is important to ensure everything is explained clearly and managed in a way that makes the process as straightforward as possible. It is particularly rewarding to know that the outcome met your expectations. Taking the time to understand your circumstances and guiding you through each step is central to ensuring you feel confident in the decisions being made about your financial future. Consolidating pensions can provide greater clarity, improved oversight and, in many cases, a more cohesive long-term strategy.Review
by a verified client in Hampshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgages & pension advice
How has Paul Davis helped you?
Always concerned about individual needs and goals and provided excellent guidance
Have you seen the outcome you were hoping for?
Yes - exceeded expectations
What could they have done better?
Given me the winning lottery numbers?
Paul:
Thank you for taking the time to leave such a warm and thoughtful review. I really appreciate your kind words, and your comment about the winning lottery numbers certainly made me smile. It is very encouraging to hear that you first came to me for mortgage and pension advice and that, throughout our work together, you have felt that your individual needs and goals have remained the focus. Taking the time to understand what matters most to each client is a vital part of providing meaningful financial advice, and I am pleased that this has come through in your experience. I am also delighted to hear that the outcome has not only met but exceeded your expectations. Helping clients make informed decisions around important areas such as mortgages, pensions and longer-term financial planning is always my priority, so it is especially rewarding to know that the guidance provided has made such a positive difference. Thank you again for your review and for placing your trust in me.