Paul's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 2 )
Pensions ( 90 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 54 )
Auto Enrolment ( 1 )
Investments and Savings ( 113 )
Pension Transfers - Non Specialist ( 21 )
Inheritance Planning ( 51 )
Long Term Care ( 14 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 48 )
Financial Mentoring ( 22 )
Financial Coaching ( 9 )
( 1 )
Reviewers' assets
£500k+ ( 50 )
£200k - £500k ( 28 )
£100k - £200k ( 9 )
Up to £50k ( 3 )
( 1 )
Review
by a verified client in Oxfordshire
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to plan income for retirement
How has Paul Davidson helped you?
Paul talked us through everything and showed us how to invest our money to provide an income until we are in our 90’s.
Have you seen the outcome you were hoping for?
Yes,in fact he has helped us be able to afford to retire several years earlier than we expected.
What could they have done better?
Can’t think of anything
Paul:
Mr J 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
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on how to plan for my retirement
How has Paul Davidson helped you?
Paul came up with a plan to help me get to where I want to be financially
Have you seen the outcome you were hoping for?
All good to date
What could they have done better?
Nothing
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
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Tax advise for multiple incomes & the desire to make my money go further for the future due to family responsibilities.
How has Paul Davidson helped you?
Paul broke down my situation into small manageable chunks and put me in contact with trusted financial professionals. He put everything into easy to understand language and nothing was too much trouble. He made a huge change with a 30 min phone conversation and I’ve not got goals to work towards.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Paul:
Mr A 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 London
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed advice on how to improve our pensions and investments
How has Paul Davidson helped you?
Paul has completely realigned our planning, including sorting our pensions and investments to reflect our requirements now and in the future
Have you seen the outcome you were hoping for?
So far, everything we discussed and agreed has happen within the timeframes Paul advised
What could they have done better?
The length of time it took our existing provider to transfer our pensions, would have been nicer if it was quicker but Paul and his Team had warned us it could take months.
Paul:
Mr D 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 Hampshire
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension
How has Paul Davidson helped you?
Transferred in and helped us with long term planning
Have you seen the outcome you were hoping for?
Early days but good so far
What could they have done better?
Tax wrappers
Paul:
Mr C Many thanks for taking the time to review our services, we greatly appreciate it. With kind regards Paul and the SVWM Team