Paul's reviews
Reviewed for
Pensions ( 14 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 8 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 6 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 6 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
Review
by a verified client in Devon
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I've known Paul for over 30 years. His advice over the years has been second to none and we have done very well in the investments he has recommended and the rewards we have received therefrom. When we meet he is always smart in appearance which is important to me as it demonstrates that he knows what he is talking about and is an excellent representative of your company
How has Paul Davis helped you?
Countless times on all sorts of investments, ISAs, the list is limitless.
Have you seen the outcome you were hoping for?
Aalways
What could they have done better?
Nothing. He's always surpassed himself.
Paul:
Thank you so much for your kind words and for the trust you’ve placed in me over the years. It really does mean a lot to know that the advice and support I’ve provided has made such a positive difference to you. I’m especially grateful for your comments about my appearance and professionalism — I take pride in representing both myself and the firm well, and it’s great to know that’s something you value too. It’s been a pleasure helping you with a wide range of investments over the years, from ISAs to broader planning, and I’m delighted that the outcomes have consistently met your expectations. Building lasting relationships and seeing the rewards of sound advice is what makes this work so fulfilling. Thanks again for your thoughtful review. I look forward to continuing to support you in the years ahead.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?
I needed pensions advice and advice regarding ISA's.
How has Paul Davis helped you?
He has consistently provided excellent advice and is always available if needed.
Have you seen the outcome you were hoping for?
Yes. My pension investments have done very well, as have my Isa investments.
What could they have done better?
They have performed excellently. I do not believe they could have done any better.
Paul:
Thank you for taking the time to leave such a positive review. It’s great to hear that you’ve been pleased with the advice and support you’ve received. Your kind words about consistently excellent service and availability are very much appreciated, and I’m pleased that the guidance around your pensions and ISAs has proved beneficial. It’s especially encouraging to know that your investments have performed well and that you’ve seen the outcomes you were hoping for. Helping clients feel confident about their financial future is always the goal, and feedback like this reinforces the value of clear, consistent advice. Thanks again for your thoughtful comments and for placing your trust in the process – it’s been a pleasure to support you.Review
by a verified client in Berkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommendation from a friend
How has Paul Davis helped you?
Consolidate old pensions. Planning for retirement
Have you seen the outcome you were hoping for?
So far so good !
Paul:
Thank you for taking the time to leave a review. I really appreciate your feedback and I’m glad that a personal recommendation brought you to me. It’s great to hear that the work we’ve done to consolidate your old pensions and plan for your retirement is going in the right direction. Having a clear plan in place can make a big difference to your confidence about the future, so I’m pleased things are progressing as hoped. If you ever have any questions or there’s anything you’d like to revisit, please don’t hesitate to get in touch — I’m always here to help.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?
I found Paul through my wife who had used him for years before we met.
How has Paul Davis helped you?
In so many ways. Terrific mortgages, amazing pension advice which consolidated lots of little pots and it grew by 60% once Paul had done his magic.
Have you seen the outcome you were hoping for?
More than!
What could they have done better?
Nothing at all. He also now looks after our three grown up children.
Paul:
Thank you so much for your kind words. It means a great deal to know that the advice and support I’ve provided has made such a positive difference. I’m really pleased that the pension consolidation worked out so well and that you’ve seen such strong growth since we put everything in place. It’s also a real privilege to now be working with your children – building long-term relationships and supporting families across generations is one of the most rewarding parts of my role. I’m glad the mortgage advice has been helpful too. My aim is always to give clients clarity and confidence when making important financial decisions. Thanks again for taking the time to leave this review. I really appreciate it.Review
by a verified client in Hampshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had multiple pots of small pensions which I wanted to be consolidated
How has Paul Davis helped you?
He consolitdated above mentioned pensions and advised as to where it would now be best invested.
Have you seen the outcome you were hoping for?
Yes. Selected company and fund selection is impressing!
What could they have done better?
Little or nothing, to my mind, could be improved
Paul:
Thank you very much for your kind review. I’m so pleased to hear that you’re happy with the support I provided in consolidating your pensions and helping you select the right investment approach. It’s great to know that the fund and company choices are meeting your expectations and delivering the outcomes you hoped for. My aim is always to simplify complex financial matters and create solutions tailored to your personal goals, so it’s rewarding to know that this has been effective for you. I look forward to continuing to support your financial journey and ensuring your investments remain aligned with your long-term plans. Please feel free to reach out if you have any questions or if there’s ever anything more I can do to help.