Paul's reviews
Reviewed for
Pensions ( 20 )
Retirement income (annuities, drawdown) ( 10 )
Investments and Savings ( 14 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 6 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 11 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 8 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have been with Paul since he helped us with our first mortgage 30 years ago
How has Paul Davis helped you?
Paul has been able to find different services and investments to suit us as our needs changed
Have you seen the outcome you were hoping for?
We have been able to retire early and travel which was our goal.
What could they have done better?
Nothing springs to mind.
Paul:
Thank you very much for taking the time to share such thoughtful feedback. It has been a real privilege to support you over such a long period, starting with your first mortgage and continuing as your circumstances and priorities evolved over the years. I am especially pleased to hear that the advice and solutions provided have been able to adapt as your needs changed, from property planning through to investments and longer-term financial strategy. Helping clients adjust their plans as life progresses is a central part of good financial advice, and it is rewarding to know that this approach has worked well for you. Achieving the ability to retire early and enjoy travelling, which was your original goal, is a wonderful outcome and exactly what careful, long-term planning aims to deliver. Thank you also for noting that there was nothing you felt could have been done better. That reassurance is greatly appreciated and never taken for granted. I am grateful for your continued trust over the years and wish you many more enjoyable travels and a fulfilling retirement ahead.Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial advice.
How has Paul Davis helped you?
Paul has helped us with our finances for over 30 years.
Have you seen the outcome you were hoping for?
Yes, now retired and financially secure
What could they have done better?
In the past 30 years we have been through several ups and downs in the financial markets, which means it's difficult to say what could be done better.
Paul:
Thank you for taking the time to leave such a thoughtful review. It means a great deal to know that over the past 30 years, the advice and support I’ve provided have helped you reach a financially secure retirement. You’ve been through a number of market cycles during that time, and your comments highlight just how important a long-term relationship built on trust can be. I’m really pleased that the guidance we put in place has supported you through those changes and helped you feel confident in your financial position. It’s been a privilege to work with you over the years and to see the plans we made come to fruition. Thank you again for your kind words – I truly value the trust you’ve placed in me.Review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Coming up for retirement from the City 25 years ago and needing someone fairly local who could look after my needs. At that stage Paul had already been looking after my wife's needs for some years.
How has Paul Davis helped you?
as above boxes
Have you seen the outcome you were hoping for?
yes
What could they have done better?
I have no immediate comments on this question
Paul:
Thank you for your kind review and for the trust you've placed in me over the past 25 years. It's been a privilege to support both you and your wife through your financial journeys, especially around your retirement planning. I'm glad to hear that the outcomes have aligned with your expectations. Building long-term relationships and providing continuity and care is at the heart of how I work, and it's been a pleasure to be a steady point of contact over the years. Thank you again for your continued confidence — I look forward to supporting you in whatever comes next.Review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I initially needed professional advice over a pension with a previous employer.
How has Paul Davis helped you?
Paul provided an independent review and followup advice.
Have you seen the outcome you were hoping for?
Yes!... absolutely. Paul was able to provide good consise advise, was able to explain the "jargon" in a way that was understandable to a non-financialy skilled person and set me in the right direction.
What could they have done better?
Can't think of anything off the top of my head!
Paul:
Thank you for taking the time to leave such a thoughtful review. I’m really pleased to hear that the advice and guidance I provided around your previous employer’s pension helped clarify things and set you on the right path. Making financial decisions can often feel overwhelming, especially when it comes to pensions and the language that surrounds them, so I’m glad I was able to break things down in a way that felt clear and manageable for you. It’s always my aim to offer practical, jargon-free advice that gives clients the confidence to move forward. I’m delighted you’ve seen the outcome you were hoping for, and I’m here whenever you need further support.Review
by a verified client in Gloucestershire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Settlement that I needed advice on.ad
How has Paul Davis helped you?
Advised and guided me for forty years on all matters of finance.
Have you seen the outcome you were hoping for?
Most definitely.
What could they have done better?
Nothing
Paul:
Thank you for your kind review and for the trust you’ve placed in me over the past forty years. It’s been a real privilege to support you through so many chapters, and I’m grateful for the long-standing relationship we’ve built. I’m pleased to know that the guidance I provided, particularly around your settlement, proved helpful and that you’ve felt supported across all aspects of your financial planning. Helping clients make confident, informed decisions has always been central to how I work. It means a great deal to hear that you’ve seen the outcomes you were hoping for, and I look forward to continuing to support you in the years ahead.