Paul's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 2 )
Pensions ( 112 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 73 )
Auto Enrolment ( 2 )
Investments and Savings ( 136 )
Pension Transfers - Non Specialist ( 23 )
Inheritance Planning ( 69 )
Long Term Care ( 18 )
Pension Transfers - Specialist ( 15 )
Financial Planning ( 66 )
Financial Mentoring ( 28 )
Financial Coaching ( 10 )
( 1 )
Reviewers' assets
£500k+ ( 59 )
£200k - £500k ( 36 )
£100k - £200k ( 11 )
Up to £50k ( 3 )
( 1 )
Review
by a verified client in Oxfordshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previous Advisor died
How has Paul Davidson helped you?
Reduced my risk for broadly the same or potentially better returns
Have you seen the outcome you were hoping for?
Too early to say but fund is performing in line with my expectations at this time
What could they have done better?
Very little. Discussions and advice have been clear and all detailed questions were dealt with directly and with great clarity. Learned a lot. Back office team performed well with a trouble free transition from my previous arrangements. Very friendly and warm group of people - very easy to work with
Paul:
Mr & Mrs W Many thanks for taking the time to review our services, we greatly appreciate it. With kind regards Paul and the SVWM TeamReview
by a verified client in Oxfordshire
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lump sum to invest
How has Paul Davidson helped you?
Getting a decent return and inheritance planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Paul:
Mr & Mrs B Many thanks for taking the time to review our services, we greatly appreciate it. With kind regards Paul and the SVWM TeamReview
by a verified client in Oxfordshire
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to investment money wisely
How has Paul Davidson helped you?
Paul invested the money wisely as we required
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I can think off
Paul:
Mrs B Many thanks for taking the time to review our services, we greatly appreciate it. With kind regards Paul and the SVWM TeamReview
by a verified client in Oxfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The sale of a family farm
How has Paul Davidson helped you?
Most definitely
Have you seen the outcome you were hoping for?
Pleasantly surprised
What could they have done better?
Nothing
Paul:
Mr P Many thanks for taking the time to review our services, we greatly appreciate it. With kind regards Paul and the SVWM TeamReview
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to take early retirement due to ill health and needed advice from an expert
How has Paul Davidson helped you?
He has helped me understand all the options open to me with regards to my pensions and offered advice on which options were best for my situation. Everything was explained clearly and in an understandable way.
Have you seen the outcome you were hoping for?
Yes and this has eased my worries.
What could they have done better?
No. Everything was completed in a timely manner and explained in a clear and understandable way.
Paul:
Mr S Many thanks for taking the time to review our initial conversations, we greatly appreciate you taking the time to do this. With kind regards Paul and the SVWM Team