Paul Davidson

Review from verified client

November, 2023

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

Needed advice on investment of funds to give the best returns and security.

Have you seen the outcome you were hoping for?

Absolutely.

How has Paul Davidson helped you?

Discussed investment options and found a package that suited us.

What could they have done better?

Nothing, no complaints at all.

Paul's reply

Mr Z, many thanks for your feedback and kinds words, it is always appreciated. With kind regards Paul and the SVWM Team

Review from verified client

November, 2023

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

The advisor we had been using lived too far away and we needed someone more local. Paul was recommended to us by our accountant.

Have you seen the outcome you were hoping for?

Yes.

How has Paul Davidson helped you?

He has advised us to amalgamate pensions, helped us deal with an overseas pension, ISA's and forward planning

What could they have done better?

Nothing. He's done a brilliant job

Paul's reply

Mr G. Many thanks for your kind words and taking the time out of your day to review our services. With kind regards Paul and the SVWM Team

Review from verified client

November, 2023

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

Concerns about the future of our savings

Have you seen the outcome you were hoping for?

Very much so

How has Paul Davidson helped you?

Listens to your concerns and runs through the options that will suit your situation

What could they have done better?

Nothing, very pleased with the service and confident in the advice we have received

Paul's reply

Mrs P, many thanks for your feedback and kinds words, it is always appreciated. With kind regards Paul and the SVWM Team

Review from verified client

November, 2023

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

Assist me organising and understanding my finances after my husband passed away, as he used to look after all our finances

Have you seen the outcome you were hoping for?

Absolutely and a lot more.

How has Paul Davidson helped you?

When my husband passed my money worried me a lot and Paul and his team have done everything I hoped for and a lot more than I expected. I can now sleep at night without any worry about my money.

What could they have done better?

Nothing at all. They always reply to any calls or emails i send promptly and get everything sorted for me, so I don't worry about my money anymore

Paul's reply

Mrs W, Many thanks for taking the time providing us with feedback. It is much appreciated. With kind regards Paul and the SVWM Team

Review from verified client

October, 2023

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

Expert advice on investment and savings portfolios Expert advice on Inheritance Tax planning.

Have you seen the outcome you were hoping for?

Yes

How has Paul Davidson helped you?

Constantly monitoring of my financial plans. Always available for consultation.

What could they have done better?

Nothing

Paul's reply

Mr C Many thanks for taking the time to provide us feedback, it is always appreciated. With kind regards Paul and the SVWM Team

Review from verified client

October, 2023

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

Investment Advice

How has Paul Davidson helped you?

Sound knowledge of financial conditions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul's reply

Mr H, Many thanks for taking the time providing us with feedback. It is much appreciated. With kind regards Paul and the SVWM Team

First impression from a user who is not yet a client

October, 2023

Please provide a brief comment about your experience with Paul

Excellent presentation of my finances. Any questions I asked was answered , and fully explained to me

Paul's reply

Many thanks Mr M for your kind words and taking the time providing us with the feedback Paul and the SVWM Team

First impression from a user who is not yet a client

October, 2023

Please provide a brief comment about your experience with Paul

Interested and interesting.Reliable and efficient,as is his staff.

Paul's reply

Many thanks Mr P for your kind words and taking the time providing us with the feedback Paul and the SVWM Team

Review from verified client

May, 2023

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

pension planning

How has Paul Davidson helped you?

Paul has given me honest and clear advise on how to grow my portfolio, never pushy just sensible advice

Have you seen the outcome you were hoping for?

yes, all things considered.

What could they have done better?

nothing

Paul's reply

Mr T Many thanks for taking the time to review our services, it is most appreciated. With kind regards Paul & The SVWM Team

Review from verified client

April, 2023

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

Poor service from previous SJP partner and wanted on going advice

How has Paul Davidson helped you?

looked at financial status and helped us look at our priorities over the next 12 months then will look at beyond

Have you seen the outcome you were hoping for?

Will have to wait a dew years lol

What could they have done better?

Nothing at this point

Paul's reply

Mr C, many thanks for taking the time to review our services, I know your time is at a premium. With kind regards Paul and all the SVWM Team

Review from verified client

February, 2023

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

We had money invested in a scheme that wasnt providing interest. We were recommended to Paul from a financial advisor who could not help us with specifically planning for our retirement and the future.

How has Paul Davidson helped you?

Professionally Paul and his team have guided us through a landmine of complicated systems with expertise and patience. They have explained the various alternatives to suit our needs through varying changing circumstances. They have helped our money to grow and work for us and this has given us the peace of mind and security for the future we did not think possible.

Have you seen the outcome you were hoping for?

Yes, absolutely and we are delighted with how the various schemes have performed for us. It is comforting to know that we can also help our children financially too.

What could they have done better?

Absolutely nothing. We have been more than happy with the professional timely advice. Always kept up to date with the ever changing legislation in the financial world.

Paul's reply

Mrs B, Many thanks for taking the time to provide such a wonderful review, we are most grateful to get such lovely feedback. With kind regards Paul and the SVWM Team

Review from verified client

December, 2022

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

I was unsure what to do for the best with my pensions and investments

How has Paul Davidson helped you?

Paul has helped me improve my returns and simplify everything i had

Have you seen the outcome you were hoping for?

Yes, so far everything has been as he said or better

What could they have done better?

It would of been nice if my old pension companies had done as Paul instructed them to do

Paul's reply

Mrs A, Many thanks for taking the time to review our services. With kind regards Paul and the SVWM Team

Review from verified client

December, 2022

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

Having been in business most of my working life i was looking for an adviser to take my own planning to the "next level" using a professional planner

How has Paul Davidson helped you?

Paul's plan showed me where I'd got to financially and then with his help and advice how much additional tax and investment planning I could use to improve my financial situation for myself and my children

Have you seen the outcome you were hoping for?

Yes, I was sceptical as to how much Paul and his Team could help having been an Accountant most of my working life. However, the outcome has far exceeded what i could of hoped for.

What could they have done better?

Nothing, Paul and his Team have done much better than i could of wished for

Paul's reply

Many thanks Mr F for your kind words and taking time to review our services. It is much appreciated knowing your busy travel schedule. With kind regards Paul and the SVWM Team

Review from verified client

December, 2022

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

We were around 5 years out from retirement and concerned we did not have much of an idea as to how or if we could afford to retire properly

How has Paul Davidson helped you?

Paul and his team showed us how our retirement would look financially and gave us the confidence we could live our lives financially how we wanted to In addition they completely redesigned our pension and investments which help us earn more than our currently investments and pensions, reduce charges hugely and enabled us to reduce our income and inheritance tax bills

Have you seen the outcome you were hoping for?

Completely, the outcome has been better than we could of hoped and being able to always speak to Paul and his Team when we have queries or concerns helps us sleep at night knowing someone is doing the worrying for us.

What could they have done better?

I can't think of anything

Paul's reply

Mr C Many thanks for taking time out of your schedule to provide such a lovely review. With kind regards Paul and the SVWM Team

Review from verified client

December, 2022

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

Looking for an Independent adviser to assist with our retirement planning

How has Paul Davidson helped you?

Paul and his team created a plan based on what we wanted to achieve and dealt with everything to ensure it is put into action and maintained

Have you seen the outcome you were hoping for?

So far, absolutely. In fact the advice and projected outcome is far better than we expected, the tax savings on their own are staggering

What could they have done better?

Nothing we can think of. Paul and his Team did everything they promised and communicated with us throughout

Paul's reply

Many thanks Mr & Mrs C for taking the time to review our services and your kind words. With kind regards Paul and the SVWM Team

Review from verified client

October, 2022

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

We needed Paul`s help to ensure management of our pensions - it is a great comfort to know that our monies are looked after and they will provide us for the rest of our lives

How has Paul Davidson helped you?

Yes he has we trust him and his staff with our pension plans

Have you seen the outcome you were hoping for?

very much so

What could they have done better?

We feel that he has done the very best for us

Paul's reply

Mr P, Many thanks for your kind words in our review. It's always lovely to hear how much confidence our clients have for our diligent work on your behalf. With kind regards Paul and the SVWM team

Review from verified client

October, 2022

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

I was looking to maximise my pension pot and savings to proved a secure future for my family as well as a comfortable retirement without the worry of whether we could afford it.

How has Paul Davidson helped you?

Continues to meet regularly to ensure our objectives from the investment are on target and that they have not changed. Provides a clear outline on how they intend to go about achieving those needs and their ongoing performance. His guidance has been excellent and always shows a clarity on what our targets are and tailors the plans accordingly.

Have you seen the outcome you were hoping for?

Absolutely, we set out from the onset key financial milestones that was important to me and my partner on what we wanted from the investment. Early retirement University fund for children House Improvements Support for children on property ladder Quality of life in retirement. Several of these have been achieved and ticked off and we are on plan for the others.

What could they have done better?

None, fully satisfied. Everyone at SVWM are both professional and a delight to work with as well as being very efficient A very highly polished company that provides a first class service.

Paul's reply

Mr B, many thanks for your kind words and taking the time to leave us a review of our services, it is much appreciated. With kind regards Paul and the SVWM Team

Review from verified client

October, 2022

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

Paul has helped look after our pension fund now for a number of years consolidating a number of pension pots into one portfolio.

How has Paul Davidson helped you?

Paul has streamlined everything and invested our previous pension pots into a higher performing fund.

Have you seen the outcome you were hoping for?

Subject to all the craziness in the world that is out of our control - yes.

What could they have done better?

I am very happy with the service that Paul and his team provide us - who are always so helpful and prompt with replies to any questions.

Paul's reply

Mrs L, many thanks for taking time out of your busy schedule to review our services. With kind regard Paul and the SVWM Team

Review from verified client

October, 2022

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

Feel that having an Independent Financial Adviser is the only way of getting the best advice for managing pensions and investments.

How has Paul Davidson helped you?

Paul or a member of his team is always available to advise . He is very practical and reassuring at our meetings.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Paul's reply

Di, many thanks for taking the time to review our services, I know you have plenty of other things to do, so really appreciate it. With kind regards Paul and the SVWM Team

Review from verified client

September, 2022

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

I was looking for Pension advice about 16 years ago, a friend recommended Paul and I’ve never looked back.

How has Paul Davidson helped you?

Paul is a friendly and professional person, his advice has given us the confidence and security we need for our future retirement.

Have you seen the outcome you were hoping for?

Absolutely! I don’t think Paul and the team could do a better job. They are all happy to help with any questions and continue to give sound advice.

What could they have done better?

Nothing, they are always there when you need them.

Paul's reply

Jo, thank you for your kind words and taking the time to provide us with feedback, it's much appreciated. With kind regards Paul and the SVWM Team

Review from verified client

August, 2022

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

Property sale

How has Paul Davidson helped you?

Paul has advised on how to manage for the long term, taking into consideration my needs as a client.

Have you seen the outcome you were hoping for?

Paul and the SVWM team have been uber responsive in getting all investments setup.

What could they have done better?

Nothing

Paul's reply

Flora Many thanks for taking the time to provide us with such a great review Have a wonderful summer With kind regards Paul and all the SVWM Team

Review from verified client

December, 2021

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

I had managed to accumulate significant cash reserves and did not have time to run my own portfolio anymore. Inflationary pressures meant that I was looking to decrease my cash holding.

How has Paul Davidson helped you?

Paul helped me to assess my financial goals and walk through a number of scenarios based on my current portfolio and future earnings. A recommended investment plan was then implemented with the minimum of fuss. The whole process was very easy and the team at SVWM were very attentive in following up on o/s information or simply keeping me informed of progress.

Have you seen the outcome you were hoping for?

Yes in so far that my overall portfolio is more resistant to inflationary pressure and is well diversified going forward.

Paul's reply

Many thanks Mike for taking the time to provide us with such a wonderful review. Hopefully see you face to face soon With kind regards Paul and all the SVWM Team

Review from verified client

October, 2021

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

My investments had not been professionally reviewed for several years. In addition, having recently retired I needed help on transferring out and investing an AVC

How has Paul Davidson helped you?

Paul has reviewed all of my current investments, looked at my level of acceptable risk and made recommendations which I have accepted. In addition he has been in contact with my AVC provider and arranged for the transfer out of funds as I did not wish to purchase an annuity. This AVC does not represent my main pension income.

Have you seen the outcome you were hoping for?

Yes, and more. I was impressed with the detail of the analysis undertaken by Paul's team. It was much more than expected. I was left feeling confident that Paul has thoroughly investigated my investments and my incomings/outgoings to arrive at sound recommendations.

What could they have done better?

Nothing at all. I will use this box to record how impressed I have been with the whole team. They are polite, friendly, knowledgeable, thorough and respond very quickly to any enquiries.

Paul's reply

Robert, Many thanks for your kind words taking the time to review our services and advice. Good luck with the house With kind regards Paul and all the SVWM Team

Review from verified client

April, 2021

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

Need to work out my best investment from my pension, whether I take the company monthly pension or invest the pot. I was looking for long term legacy for my children and partner as well as an income to enjoy our retirement.

How has Paul Davidson helped you?

Paul (and company SVWM) spent time to understand my goals and ambitions of what I wanted to achieve from my retirement and how I could best maximise that and whether it was achievable and was very clear on how I could be affected by the ups and downs of the stock markets and this was demonstrated through modelling tooling.

Have you seen the outcome you were hoping for?

Paul and SVWM have performed way beyond my expectations and have produced solid returns for me even during the volatile times on the stock market from the pandemic. They continue to review my investments, my drawdown income and more importantly they review my goals and continue to give sound advice.

What could they have done better?

In my view they meet and exceed my expectations. Communications are excellent and I have access to online tools that allow me to look at my investment portfolio as and when I wish and I always get prompt response from Paul and his staff at SVWM as well as informative newsletters.

Paul's reply

Nick, many thanks for your "glowing" review, we really do appreciate the feedback we receive from our clients. I look forward to speaking with you both soon. With kind regards Paul and the SVWM Team.

Review from verified client

March, 2021

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

I have been a chartered accountant advising owner managed businesses for over 30 years however when it comes to my own savings and investments I know that obtaining professional independent advice is the best way forward

How has Paul Davidson helped you?

Paul and his team have been instrumental in providing the advice and support to ensure a successful investment strategy for my pension and savings over the past 20 years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Paul's reply

Many thanks for taking the time to review our services and your kind words, they mean a lot to us. Good luck with the the new house, I hope it gives you everything you hope for. With kind regards Paul and the SVWM team

Review from verified client

March, 2021

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

Approaching retirement

How has Paul Davidson helped you?

Friendly advice. Really listens and explains things clearly to you. Excellent team of staff who always respond quickly and efficiently. So approachable and helpful.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

n/a excellent service

Paul's reply

Nicki, many thanks for your kind words and taking the time to review our services. With kind regards Paul and the SVWM Team

Review from verified client

February, 2021

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

I was looking at how to financially plan for the future to ensure that I can look forward to a comfortable retirement.

How has Paul Davidson helped you?

Paul was able to clearly explain the options and put in place the necessary savings arrangements.

Have you seen the outcome you were hoping for?

Most definitely. My private pension and ISA have both performed well.

What could they have done better?

I can’t think of anything else that Paul could have done.

Paul's reply

Many thanks for taking time out of your day to review our services. Kind words and praise are always well received by us. Stay safe and well. With kind regards Paul and all the SVWM Team

Review from verified client

February, 2021

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

I required advice and support in my financial affairs in relation to investing my disposable income and existing savings, assessing current and future assets along with pension schemes and how they be best employed for me and my family's short, medium and long term future.

How has Paul Davidson helped you?

Paul and the team at Strategic Vision have been extremely proactive in offering advice and support throughout the years that I have been a client. They are excellent in providing a thoroughly prepared and personalised service. The team take the time to establish my ongoing needs, aspirations and requirements. As a result the advice, options and guidance given is tailored accordingly and communicated clearly so that I am always confident that the decisions I am making are informed ones.

Have you seen the outcome you were hoping for?

I am very pleased with the outcome of the investments and advice that I have received which has enabled my family and I to make key decisions confidently and achieve the goals and standard of living we envisaged.

What could they have done better?

There are no aspects of the service I receive that falls short of being excellent.

Paul's reply

Thank you for taking your taking you time to review our services and your kind words are very much appreciated. With kind regards Paul and the SVWM Team

Review from verified client

February, 2021

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

We started with Paul's predecessor 25 years ago and over the years have had excellent service from them where we needed advice on pensions, investment and retirement planning as well as IHT planning

How has Paul Davidson helped you?

Paul brought a sharper edge to our relationship which has always been a friendly and professional one. We feel very confident with his proactive advice on a wide range of issues.

Have you seen the outcome you were hoping for?

Certainly as it's an ongoing basis especially as he has developed and maintained an excellent support team

What could they have done better?

We are more than happy with the service we receive from SVWM

Paul's reply

Robert, Many thanks for taking the time to review our services and your kind words, stay safe and well. Kind regards Paul and all the SVWM team

Review from verified client

February, 2021

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

Money left to me due to a the family’s farm being sold and split between myself and two brothers

How has Paul Davidson helped you?

Paul and his team have worked extremely hard over the last few years to ensure that we get the very best out of our investments

Have you seen the outcome you were hoping for?

Taking into consideration the very difficult times at home and the across the globe I would say better than expected

What could they have done better?

With their experience and knowledge I personally feel there is nothing they could have done better

Paul's reply

Bob, Many thanks for taking the time to review our services and your kind words, stay safe and well. Kind regards Paul and all the SVWM team

Review from verified client

January, 2021

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

Too many small pensions not really making enough to retire on. I needed help and advice to plan for the future.

How has Paul Davidson helped you?

Paul helped me invest my pensions so that I can have the retirement and lifestyle I want. Which gives me peace of mind that I will be comfortable in my old age. Plus the added support that if something were to go wrong out of the blue they would help me financially through it

Have you seen the outcome you were hoping for?

Yes , even through a turbulent year the investments did well and my plan is still on track and even to retire early should I wish.

What could they have done better?

Paul and his team provide such a high level of excellent advice, support and friendly service, that I can not fault them.

Paul's reply

Jo, Many thanks for reviewing our services and your kind words. As always, we're here to help whenever you need us. Kind regards Paul and the SVWM Team

Review from verified client

January, 2021

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

Quality advice was needed in relation to pensions and investment as entering retirement.

How has Paul Davidson helped you?

Paul provides reassuring and good quality advice in an easily understandable way that has helped us to map our financial route through retirement.

Have you seen the outcome you were hoping for?

Yes, we feel much more confident with being able to make plans with the reassurance that he is continually monitoring the investments made on our behalf ensuring our best interests are central to the ongoing advice he provides.

What could they have done better?

At this time, we do not feel that we are left wanting for anything. However, we find Paul very approachable and would not hesitate to ask if we needed advice or had concerns.

Paul's reply

Chris, Thanks you very much for your kind words and taking the time to review our services. Stay safe and well. Kind regards Paul and the SVWM Team

Review from verified client

January, 2021

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

Our previous financial advisor's company was bought by a larger organisation who did not provide the sort of personal services we wanted

How has Paul Davidson helped you?

Based on the initial information that we provided Paul with he put together a comprehensive investment plan showing our potential income when we retire in a couple years. Having agree to the investment Paul then dealt with all aspects of transferring our existing portfolio and relevant savings. At the same time my company moved to a new pension provider and Paul was able to advise us on what we should do with my old pension

Have you seen the outcome you were hoping for?

It is still early days but assuming the investments perform as anticipated we will get the outcome we are hoping for. Apart from the investment advice, Paul and everyone else at Strategic Vision Wealth Management are very personable also very easy to work with.

What could they have done better?

Nothing.

Paul's reply

Mike, many thanks for taking the time to review our services and your kind words. We are always here for you. With kind regards Paul and the SVWM team

Review from verified client

November, 2020

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

I required sound advice on investing savings & divorce settlement

How has Paul Davidson helped you?

Advising on options setting up a trust fund etc

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing. He &his team gave me complete confidence &peace of mind that my finances were being handled most professional ly & efficiently

Paul's reply

Verley, bless you for your kind words and as always, pleased we could be of assistance. With kind regards Paul and the SVWM team

Review from verified client

November, 2020

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

The main reason why I sought professional advice was to put in place a plan for inheritance tax.

How has Paul Davidson helped you?

After a comprehensive review and a lot of research Paul presented a plan which exactly met my requirements.After my agreement he put the plan in place and it has proved very successful.

Have you seen the outcome you were hoping for?

Yes, I am extremely pleased with the results to date.

What could they have done better?

I can think of no area which could be improved. Paul,and through him his team, are operating at a highly effectivel level in terms of technical expertise allied to first class client service.As

Paul's reply

Paul, many thanks for your kind words and taking the time to review our services. Paul and all the SVWM team

Review from verified client

September, 2020

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

Needed advice on what best to do with my pensions

How has Paul Davidson helped you?

He helped consolidate them and monitor their progress

Have you seen the outcome you were hoping for?

Despite the current situation our pensions are holding their value which is a real positive

Paul's reply

Many thanks for taking the time to provide us with the review Anita. Paul and all the SVWM Team

Review from verified client

April, 2020

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

I’ve always had a financial advisor but changed to Paul Davidson as a result of changing accountants.

How has Paul Davidson helped you?

Firstly he completely revamped my financial portfolio as some of it was not needed and cashed in aspects of it. He basically transformed my financial position which was incredible. Before he arrived things just rolled on. He has also helped me with the most, expert, knowledgeable advice, in the most sympathetic way following the tragic death of my wife. He is a very caring man who genuinely wants the best financial future for his clients.

Have you seen the outcome you were hoping for?

Absolutely , the outcome was way beyond anything I ever expected.

What could they have done better?

There is nothing he could have done better.

Review from verified client

March, 2020

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

I wanted sound advice on how to invest my money, to ensure that I am able to comfortably retire at the time that suits me.

How has Paul Davidson helped you?

Paul listened carefully to my financial aspirations, and explained how this could be achieved, in a way which was clear and concise. The whole team at Strategic Vision have been excellent; my requests for information have always been dealt with promptly and efficiently.

Have you seen the outcome you were hoping for?

Most definitely. I meet with Paul annually to discuss my portfolio, and he provides me with different financial scenarios, so that I am able to understand how my investments are progressing. He supports me in making informed decisions as I am approaching my retirement.

What could they have done better?

I currently cannot think of any way in which the team at Strategic Vision could do things better. I have confidence that they all genuinely want to best results for me.

Review from verified client

March, 2020

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

The reasons for employing a financial advisor were to offer and provide advice in my investments, pensions and savings and how they are and may impact on myself and my family prior to and during my retirement.

How has Paul Davidson helped you?

Paul and his team at Strategic Vision have provided outstanding communication, advice and support over the years. They keep me fully informed through a range of different mediums on how my investments are performing and the impact the market is/may be having on them. In preparation for review meetings Paul and his team ensure they have acquired my current needs, level of risk and ascertain my future apirations for myself and my family. Therefore at the meetings I feel and believe I receive a personalised service in analysing and advising on my wealth management. On the occasions I do seek advice or clarification on specific matters then I always receive a swift response from the team with clear and concise advice/feedback.

Have you seen the outcome you were hoping for?

The financial advice and recommendations that Paul and the team have offered over the years, regarding my investment portfolio has enabled me to currently achieve my personal aspirations in retirement and also cater to the needs of my family.

What could they have done better?

I am extremely pleased and confident with all aspects of the service and package that Strategic Vision offer.

Review from verified client

February, 2020

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

Retirement and long term financial security

How has Paul Davidson helped you?

I have a long illustrious history with Paul and through his knowledge of my circumstances, he put together a portfolio proposal that suited my needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Paul could not have done any better with his presentation and explanations

Paul's reply

Pete, Many thanks for your kind words. Enjoy your new kitchen, I hope it's finished very soon. With kind regards Paul and all at SVWM

Review from verified client

February, 2020

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

I was looking for an adviser that could help me improve my savings and pension returns and reduce tax on my earnings

How has Paul Davidson helped you?

Paul explained patiently and in an easy to understand manner how it would be possible to increase my savings and pensions returns and also restructure how i pay myself from my company to help reduce the income tax I pay

Have you seen the outcome you were hoping for?

Very much so, Paul and Derek have helped me a lot over the past 2 years and always in a very professional, calm way. My savings and pensions are making more than ever and they've saved me over £30,000 in income tax in that short time. I'm more than happy with the results. Infact I've just recommended Paul to 3 of my friends for him to help them like me

What could they have done better?

I can't see how they could do better. They've done everything i wanted and more and are so friendly and easy to do with, i no longer fear my financial advice

Paul's reply

Lou, Thank you so much for taking the time to provide your feedback and kind words. Have a great next few months, you'll "smash it"!!!!! With kind regards Paul and all at SVWM

Review from verified client

February, 2020

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

We are approaching retirement and needed assistance with our company sale and an inheritance we'd received

How has Paul Davidson helped you?

Paul and his team helped us understand how are money will work for us if we do nothing, then how it will look after he'd provided us with the advice we needed

Have you seen the outcome you were hoping for?

Not yet as only just been all sorted for us, but Paul was recommended to us by 2 friends and they are both very happy with the outcomes, so we hope the same will happen for us

What could they have done better?

Nothing we can think of

Paul's reply

Sally, Many thanks for taking the time to review our services and your kind words. With kind regards Paul and all at SVWM

Review from verified client

January, 2020

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

Investment of money

How has Paul Davidson helped you?

Arranged investments

Have you seen the outcome you were hoping for?

Yes

Paul's reply

Paula, Many thanks for taking the time to review our services. With kind regards, Paul and all at SVWM

Review from verified client

January, 2020

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

Pension advice

How has Paul Davidson helped you?

Referral

Have you seen the outcome you were hoping for?

And more

What could they have done better?

N/a

Paul's reply

Justin, Many thanks for your review. I hope you had a great trip to Scotland. With kind regards Paul and all at SVWM

Review from verified client

January, 2020

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

I had savings and I wanted to plan for my retirement. I had previous Financial Advisors, one of whom had left and the other appeared unreliable.

How has Paul Davidson helped you?

He gave me an analysis relating to savings & expenditure and projections for the future. My financial position continues to be sound.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I have no suggestions.

Paul's reply

Many thanks for taking the time to give us a review Ted. Have a wonderful trip to the Far East and see you soon.With kind regards from Paul and all the SVWM Team

Review from verified client

January, 2020

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

I was working abroad and needed advice where and how best to invest my earnings.

How has Paul Davidson helped you?

Paul Davidson carried out risk assessments and fact finding investigations to establish exactly what I wanted to achieve. Once this was clear he worked to formulate an overall planning strategy to achieve my goals.

Have you seen the outcome you were hoping for?

Yes, the outcome has greatly exceeded my best expectations.

What could they have done better?

Personally think it would not be possible for my financial advisor to have provided a better mor comprehensive service.

Paul's reply

Keith Many thanks for taking the time to provide us with great feedback, most appreciated With kind regards Paul and all at SVWM

Review from verified client

January, 2020

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

Paul Davidson has given sound financial advice to my ex-husband & I for the past 18-20 years. Now as a 'new divorcee' i need his expertise on financial & pension matters to steer me through the next decade.

How has Paul Davidson helped you?

Paul has adopted a pragmatic and individual approach towards my financial income and needs and given sound advice in all areas. The approach of him and his team to sound financial advice & professionalism is exceptional in every way.

Have you seen the outcome you were hoping for?

Have certainly seen capital grow over the years and hopefully will continue to do so.

What could they have done better?

Nothing.... he has given sound constructive advice in all areas. I would have no hesitation in wholeheartedly recommending him and his team to anyone!

Paul's reply

Many thanks for the kind words and taking the time to leave us a review. From Paul and all of the SVWM team.

Review from verified client

December, 2019

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

We were concerned we didn’t have sufficient money in savings and pensions to retire when we want to

How has Paul Davidson helped you?

Paul and his team provided us with a simple to understand but detailed financial plan that show us we could afford to retire when planned. They also assisted us with improving our investments and pensions by reducing risks and increasing the returns and the tax savings they made us have by phenomenal

Have you seen the outcome you were hoping for?

Absolutely and a lot more than we’d ever hoped for. Thank Paul and all the team

What could they have done better?

Nothing. We’ve been overjoyed by meeting you all and what’s you’ve done for us

Paul's reply

Poppy and James Many thanks for completing review so quickly and your kind words. Myself and the team are over the moon you are so happy and look forward to meeting with you early next year. If we don't speak before, have a wonderful Christmas and New Year With kind regards, Paul and all at SVWM

Review from verified client

December, 2019

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

We needed advice on the best way to invest our savings and manage our income in an uncertain financial world.

How has Paul Davidson helped you?

Through a long and thorough discussion of our various options, supported by specialist software that allowed us to see the impact of particular choices and scenarios. We have regular review meetings to ensure our plans are on target.

Have you seen the outcome you were hoping for?

Absolutely. The whole team is friendly and welcoming when we have our review meetings, and we have been satisfied customers for over a decade. Their personalised approach includes nice touches, such as birthday and Christmas cards from the team.

What could they have done better?

Nothing that I can think of.

Paul's reply

Peter Many thanks for your kind words and taking the trouble to provide us with feedback. I hope you both have a wonderful Christmas and enjoy your trip With kind regards Paul and all at SVWM

Review from verified client

October, 2019

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

Needed advice on a savings pot which I had built up over a number of years and which I knew would be liable for a considerable amount of inheritance tax.

How has Paul Davidson helped you?

Recommended appropriate investments to minimise my Inheritance Tax liability o

Have you seen the outcome you were hoping for?

Yes,due to the expert advice received from Paul and the first rate level of service I receive from him and his team I am in the happy position of knowing that my investments are optimised and my Inheritance Tax liabilities are minimised.

What could they have done better?

I cannot at this point in time think of any way in which Paul could have done better,he and his team are first rate

Paul's reply

Paul, thank you for taking the time to review our services and your kind words. With kind regards Paul and all at SVWM

Review from verified client

October, 2019

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

To take the worry out of any financial investments

How has Paul Davidson helped you?

Paul and his team gave us sound financial advice that was explained very clearly and this reassured us a lot

Have you seen the outcome you were hoping for?

Yes, totally

What could they have done better?

Nothing, Excellent advice

Paul's reply

Thank you David for taking the time to review us and explain to others how we helped you and Vera Best wishes Paul & all at SVWM

Review from verified client

October, 2019

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

When I received the money from my redundancy package , I took advice from my bank on investing in their products . At first it gave good returns .Later it became poor . I decided to seek further advice .

How has Paul Davidson helped you?

Paul advised me on reinvesting into financial products with very good returns .He has managed my account , and I am delighted with the results . They have been ,, and are continuing , to give excellent results . I also value his advice to me on the domestic front , and when I travel

Have you seen the outcome you were hoping for?

I consider that the outcome has been excellent for me .

What could they have done better?

I can’t think of anything extra , that Paul would need to do for me , more than what he is already doing .

Paul's reply

Will Many thanks for your review and your kind words. Best wishes Paul and all at SVWM

Review from verified client

October, 2019

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

Looking to consolidate multiple workplace pensions and plan for retirement

How has Paul Davidson helped you?

Paul and his team initially gave me pension advise but subsequently are on hand for any further advocacy advice e.g. financing children through university

Have you seen the outcome you were hoping for?

Yes

Paul's reply

Steve Many thanks for your review and kind words. Have a great holiday when you eventually book it. Best wishes Paul and all at SVWM

Review from verified client

October, 2019

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

My husband and I had accumulated money both personally and in our company. After months of thinking about it we finally sort advice from Strategic Vision following a recommendation from a friend, of whom Paul had assisted for many years

How has Paul Davidson helped you?

Paul and his team created "structure" for our money, we now understand where we are going and that we will be able to achieve what we want for ourselves and children in the long term

Have you seen the outcome you were hoping for?

Totally, we now understand our money, Paul has helped us reduce our tax bills hugely and we feel we no longer need to worry about the future as Paul and his team have "got it covered" many thanks all of you, we are very happy people

What could they have done better?

Nothing as far as we can see. Paul delivered everything we hoped for and a lot more

Paul's reply

Lisa, Many thanks for taking the time out of your busy schedule to complete a review for us. I really appreciate your feedback and kind words. I hope you and Dan settle into your new roles in the company and look forward to seeing you soon. With kind regards, Paul and all at SVWM

Review from verified client

October, 2019

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

Our family had grown up , the mortgage had been cleared , i had a number of pensions pots and we unfortunately had some inheritance sat in a bank account - we thought it was time to get some expert advice and make sure our money was going to do what we needed it to do for our retirement and ensure we would be able to afford to get to see the list of places in the world we want to visit.

How has Paul Davidson helped you?

Paul reviewed our pensions, planned for their transfers to both a better performing and managed fund ensuring that we did not lose value with any exit charges. He has projected our financial position into our retirement and beyond and explained, in a language that we could relate to, what we needed to do and consider. Paul's team have been great and very patient and Amanda always greets us with a smile and a cup of strong tea at our annual meeting.

Have you seen the outcome you were hoping for?

Absolutely - i know our pensions and investments are growing and being well managed and that we should have the funds for us to have the retirement we want with the funds to travel.

What could they have done better?

There is nothing that could have been done better - very happy with the service from Paul and all his team.

Paul's reply

Anita Thanks you so much for such "glowing" feedback of myself and our team. Have a great ski trip and see you soon. Paul and all at SVWM

Review from verified client

October, 2019

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

I was starting to be concerned if I was well prepared for retriement and so I needed some help. Also my investments had not been reviewed in some years.

How has Paul Davidson helped you?

Paul was very helpful and I could really feel that he wanted to ensure that I got on the right path. He allowed plenty of time to discuss my situation and he then drew up a plan of action. He now carries out annual review with us to make sure that everything is still 'on plan'. And he and the lovely team at SVWM are on available to answer any questions that arise in between reviews.

Have you seen the outcome you were hoping for?

I certainley have. I am most impressed with the performance of my investments and pension. It really has been worth while spending the time to ensure that i have less to worry about in later years.

Paul's reply

Derek Many thanks for your kind words and taking the time to "tell all" about how we have assisted you and Harriet. Have a wondered trip, I look forward to hearing about it. With kind regards Paul and all at SVWM

Review from verified client

September, 2019

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

Me and my partner were looking to plan for the future and wanted advice and support to provide us with future financial stability and comfort that we would be able to retire and enjoy a nice lifestyle.

How has Paul Davidson helped you?

Paul and his team were able to provide us with various options and were able to answer any of our concerns.

Have you seen the outcome you were hoping for?

Yes, we are now retired and are enjoying the returns our investments are producing. We look forward to our annual reviews with Paul.

Paul's reply

Gareth Many thanks for taking the time in your busy travel schedule to provide us with your feedback and kind words. Paul

Review from verified client

September, 2019

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

Investment, pension and Inheritance tax advice

How has Paul Davidson helped you?

Paul and his team sorted everything i needed

Have you seen the outcome you were hoping for?

Yes and hope the benefits of the advice will continue long term

What could they have done better?

Nothing i can think of currently

Paul's reply

Angela Many thanks for taking the time to review our services, i appreciate you are very busy and value your comments With kind regards Paul and all at Strategic Vision Wealth Management

Review from verified client

September, 2019

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

I have built significant wealth over my years as an Accountant I needed an adviser that could provide me with a strategy to help me understand how to invest my money to ensure my future financial stability

How has Paul Davidson helped you?

Paul and his team provided me with a full financial strategy to help me achieve what i required

Have you seen the outcome you were hoping for?

Yes, so far the plan in place has helped me increase my investments, reduce my risks and reduce my taxes.

What could they have done better?

Nothing I can think of needed improving. Paul and his team provided, and continue to provide the help and support i need

Paul's reply

Craig Many thanks for taking the time to review our services and your kind words about myself and our team With kind regards Paul

Review from verified client

September, 2019

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

Approaching retirement we needed someone to give us appropriate financial and investment advice

How has Paul Davidson helped you?

He helped us choose the most suitable options and with clear explanations regarding degrees of risk and likely returns. He encouraged us to identify our key objectives which are subject to annual review.

Have you seen the outcome you were hoping for?

Yes, we are very happy with our existing portfolio of investments managed by Nucleus and Old Mutual and with the income drawdown arrangements

What could they have done better?

There is nothing which could have been done better. Paul has an extremely competent and friendly team who are always very responsive.

Paul's reply

Robert Many thanks for your kind words, i appreciate you taking the time to give us a review With kind regards

Review from verified client

September, 2019

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

On approaching retirement at 64 I needed confirmation that my income level from pensions was going to provide a comfortable living.

How has Paul Davidson helped you?

He did advise that my level of spending needed to be reduced and, when he did the numbers, it made me realise I needed to make his advise.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I find it impossible to come up with an appropriate answer as the income is set in stone and his verbal/written advise was what I needed.

Paul's reply

Charles Many thanks for your kind words in the review and for taking the time to review our services With kind regards Paul

Review from verified client

July, 2017

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

An immediate withdrawal of quite a large amount of funds. Speedily actioned.

How has Paul Davidson helped you?

He understood my needs and goals and explained everything in a way I understood.

Have you seen the outcome you were hoping for?

I was happy with his recommendations and feel that these suit my needs. I have decided that I will invest all future ISA sums, when available, with Paul's recommended manager.

Review from verified client

June, 2017

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

preparing for retirement.

How has Paul Davidson helped you?

Paul explained our options very clearly.

Have you seen the outcome you were hoping for?

we have been very pleased with the out come.

What could they have done better?

we feel we have received the best possible advise in a friendly and relaxed environment.

Review from verified client

June, 2017

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

I thought that the general financial & economic outlook required sound, professional advice & guidance.

How has Paul Davidson helped you?

Paul consolidated my pension plans into one plan which was more accessible, better managed and which had a better growth record.

Have you seen the outcome you were hoping for?

I am very happy with the advice & professional guidance that I have received from Paul. The plans that we have put in place will result in more financial security for my family. I am extremely happy about this.

Review from verified client

April, 2017

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

I became aware that money I had saved should be invested in a safe way. As I have little grasp of money matters, having consulted a friend, I turned to Strategic Vision.

How has Paul Davidson helped you?

Paul understood my needs and goals and explained everything in a way I understood. Most importantly Paul prevented me worrying about what i should do with money in my deposit account.

Have you seen the outcome you were hoping for?

I was happy with the recommendations and documents I received and feel the investments recommended are well suited to my needs.

Review from verified client

March, 2017