Paul Davidson

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

I needed professional advice regarding my investments

How has Paul Davidson helped you?

Over the years poor has provided me with an excellent portfolio which has proven to be profitable. Additionally he has been an excellent advocate on how to manage my preparation for long term investment including provision for long-term healthcare.

Have you seen the outcome you were hoping for?

Yes my portfolio is profitable and I am confident that with Paul’s guidance I am able to face the future positively and indeed and enthusiastically

What could they have done better?

Turn it all for no charge!;

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

We inherited from our families and we did not know how to grow the money.

How has Paul Davidson helped you?

With Pauls advice, and knowledge from his team, we have been placed in a much stronger/better position than we could ever have imagined. Offering us security into the future.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing, we are very happy with the advice given to us.

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

To replace a bad adviser I had many years ago

How has Paul Davidson helped you?

Provided me with pain simple and pragmatic advice and answers

Have you seen the outcome you were hoping for?

So far completely. Long may it continue and I’ve no reason to believe it won’t

What could they have done better?

Nothing

Please provide a brief comment about your experience with Paul

It's early days but initial inter-personal contacts have been sufficiently positive to move us on to a more detailed meeting and I'm hopeful that Paul and his company are the people for us.

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

Following my divorce, I needed an adviser to assist me with my future finances, reduce Inheritance tax and help me understand how much I can spend each year

How has Paul Davidson helped you?

Paul has done everything I wanted and more and has helped save my children inheritance from being taxed

Have you seen the outcome you were hoping for?

Yes, I couldn’t be happier knowing Paul and his colleagues have it all sorted for me and continue to ensure I’m where I want to be financially

What could they have done better?

Nothing