Paul Davidson

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.

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

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.

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.