Paul Davidson

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

I became increasingly concerned that my Father's financial situation needing consolidation and improvement following the death of my Mother. I was also planning my own future retirement and realised that I needed expert financial advice.

How has Paul Davidson helped you?

Paul swiftly and efficiently resolved my Father's financial situation and then went on to help me plan and execute my own retirement with the minimum of fuss and the maximum degree of clarity.

Have you seen the outcome you were hoping for?

100%

What could they have done better?

I don't really think Paul and the team could have done anything better.

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

Requirement for financial advice on how to maintain/improve current lifestyle and plan for the future.

How has Paul Davidson helped you?

Paul has provided long term advice and support through getting to know me, my goals, objectives and aspirations, ensuring my financial affairs reflect these.

Have you seen the outcome you were hoping for?

Throughout Paul's ongoing service, I have been able to maintain a lifestyle that I enjoy whilst in employment and now during retirement.

What could they have done better?

Paul and the team at SVWM have always provided an excellent service.

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

Advice on how to best invest savings and financially plan for future retirement.

How has Paul Davidson helped you?

Paul has provided financial advice over a number of years which has enabled us to achieve our aspirations and goals.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We are extremely happy with all the advice and support Paul and his team at SVWM have provided over the years.

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

I needed help to plan for retirement and to consolidate a number of work pensions

How has Paul Davidson helped you?

My initial goal was to retire at 55 and worked with Paul on this basis. In the end I was able to confidently retire at 52. As well as regular reviews I have sought advice from Paul on a number of occasions for adhoc advice. He always has time for us.

Have you seen the outcome you were hoping for?

We have easily outperformed my required outcomes.

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

We were looking for a local adviser who we could meet in person to give us pension advice.

How has Paul Davidson helped you?

I cannot speak highly enough of the service I received from Paul and his team at Vision Wealth Management. From start to finish, their professionalism, expertise, and genuine care were apparent. They took the time to understand my individual circumstances and financial goals, explaining every option clearly and patiently.

Have you seen the outcome you were hoping for?

Thanks to Paul, I now have peace of mind knowing our financial future is in excellent hands. If you're looking for a pension advisor who is knowledgeable, approachable, and goes the extra mile, I wholeheartedly recommend Paul and his team!

What could they have done better?

Can't think of a thing.