Paul Davidson

Strategic Vision Wealth Management

Paul's reviews

Reviewed for

Insurance and Protection ( 5 )

Mortgages ( 2 )

Pensions ( 110 )

Equity Release ( 4 )

Retirement income (annuities, drawdown) ( 71 )

Auto Enrolment ( 2 )

Investments and Savings ( 134 )

Pension Transfers - Non Specialist ( 22 )

Inheritance Planning ( 66 )

Long Term Care ( 17 )

Pension Transfers - Specialist ( 15 )

Financial Planning ( 62 )

Financial Mentoring ( 27 )

Financial Coaching ( 9 )

( 1 )

Reviewers' assets

£500k+ ( 58 )

£200k - £500k ( 36 )

£100k - £200k ( 11 )

Up to £50k ( 3 )

( 1 )

First impression

by a VouchedFor user

2 days ago

Overall

Please provide a brief comment about your experience with Paul

Excellent chat with Paul. Some really useful insights and looking forward to further discussions.

Paul:

Mr V Many thanks for reviewing our initial conversation. I look forward to meeting with you again to progress our conversation and services moving forwards. With kind regards, Paul and the SVWM Team

First impression

by a VouchedFor user

10 days ago

Overall

Please provide a brief comment about your experience with Paul

Paul answered all our questions and proved a pretty good outline of where we are and what we need to do.

Paul:

Mr P Many thanks for reviewing our initial conversation. I hope it provides you with the information you need to move this forwards and obtain the outcome you both with for. I look forward to hearing from you. With kind regards, Paul and the SVWM Team

First impression

by a VouchedFor user

2 months ago

Overall

Please provide a brief comment about your experience with Paul

Paul is very knowledgeable and super professional. He had lots of patience to deal with my complicated situation. He put me at ease and guided me carefully through my financial minefield and I came away with a much clearer picture of what direction I should take. I cannot praise him highly enough.

Paul:

Ms K Many thanks for taking the time to review our initial interactions, we greatly appreciate it. With kind regards Paul and the SVWM Team

Review

by a verified client in Oxfordshire

2 months ago

Overall

Advice

Service

Value

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

I need help with multiple small pension funds that I'd accumulated over many years

How has Paul Davidson helped you?

He's helped me sort out and consolidate funds where appropriate, and provided help and support with an overseas pension fund.

Have you seen the outcome you were hoping for?

Absolutely, he's done a superb job.

What could they have done better?

There's nothing that immediately comes to mind that he could have done better

Paul:

Mr G Many thanks for taking the time to review our services, we greatly appreciate it. With kind regards Paul and the SVWM Team

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?

As we were approaching retirement, we were keen to find an adviser who was honest and would have our best interests at heart.

How has Paul Davidson helped you?

We have been clients of Paul for over ten years now. Paul, together with his team at Strategic Vision, have provided an excellent service. He provides honest guidance and ensures we are able to enjoy our retirement with complete confidence.

Have you seen the outcome you were hoping for?

Definitely.

Paul:

Mrs P Many thanks for taking the time to review our services, we greatly appreciate it. With kind regards Paul and the SVWM Team