Paul Davidson

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

Financial planning for future and eventual retirement

How has Paul Davidson helped you?

Paul and the team have given me the confidence to invest and also to spend. I know where my future finances are heading

Have you seen the outcome you were hoping for?

Too early to say. So far so good

What could they have done better?

Nothing

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

Primarily to get clarity around how to invest an inheritance sensibly, without falling into costly traps or unnecessary complexity.

How has Paul Davidson helped you?

Paul guided me with clear, no-nonsense advice that cut through the typical product-pushing noise. He didn’t try to sell anything—just laid out a framework that empowered me to take control. With the time and interest I have, he showed me I could manage finances myself, and that confidence has been life-changing. He is darn right honest which is so important having met several others who left me with financial anxiety. He introduced me to an accountant and a will writer for no cost as he noted my immediate need for them.

Have you seen the outcome you were hoping for?

Yes. I now have a clear, low-cost investment strategy and feel in control of my financial future. My circumstances are unique, and Paul identified this immediately. Whilst he didn't need to offer me any further free appointments, the second appointment was also free where he spoke to me for an hour pointing out a few things I had not thought of.

What could they have done better?

Offered me to visit him in his office. This man is special.

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

Inheritance from parents and investment of money from property sales.

How has Paul Davidson helped you?

Investing and giving me a steady income

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing. All very helpful and satisfactory from Paul to his staff.

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

To find out how soon we could retire if our current savings and pensions were invested in the best way.

How has Paul Davidson helped you?

Paul has demonstrated how we can make our investments safer, more easily managable, and reassured us that the decisons we have made so far have helped us on our path to early retirement.

Have you seen the outcome you were hoping for?

It's still early days, but we certainly appreciate being able to easily log on to one simple investment platform and look at how our investments and pensions are performing, rather than having to manage multiple providers.

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

When we were in business we needed to plan for our retirement and Paul was recommended.

How has Paul Davidson helped you?

He has monitored our pension fund, advised on options available and we’ve always felt trusted by his advice.

Have you seen the outcome you were hoping for?

Yes, we have. Always been satisfied.

What could they have done better?

I’m not sure if anything could have been done differently. We are satisfied.