Keith's reviews
Reviewed for
Insurance and Protection ( 11 )
Mortgages ( 17 )
Pensions ( 100 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 79 )
Investments and Savings ( 112 )
Pension Transfers - Non Specialist ( 30 )
Inheritance Planning ( 36 )
Long Term Care ( 14 )
Pension Transfers - Specialist ( 20 )
Financial Planning ( 86 )
Financial Mentoring ( 20 )
Financial Coaching ( 11 )
( 1 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 19 )
£100k - £200k ( 19 )
Up to £50k ( 11 )
£50k - 100k ( 14 )
Review
by a verified client in Nottinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As a family we were keen to ensure our pensions were performing well as we move towards retirement.
How has Keith Davidson helped you?
Keith has been outstanding, he is a genuinely nice person to work with and, following Keith's management of our pensions, we have seen an increase in the pensions value when compared to our previous advisor.
Have you seen the outcome you were hoping for?
Yes - an increase in our pensions.
What could they have done better?
Nothing we are very happy with the service provided by Keith.
Review
by a verified client in Nottinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Already in existence from my parents
How has Keith Davidson helped you?
I wouldn’t know what I was doing otherwise plus I can call him anytime
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Lincolnshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband had money coming to him from his works company and then his pension and we were highly recommended to use Mr Davidson
How has Keith Davidson helped you?
Mr Davidson has been very helpful in the care of my money and was very helpful to myself at the time of my husbands death
Have you seen the outcome you were hoping for?
oh we have certainly felt the benefits of using Mr Davidson and have certainly seen a v3ry good outcome dont
What could they have done better?
I don't think they could have done better I anyway
Review
by a verified client in Lincolnshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Keith Davidson helped you?
Good advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Inverness-shire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To sort pensions for us both.
How has Keith Davidson helped you?
Excellent advice about which pensions to go for and the risk level of various pensions.
Have you seen the outcome you were hoping for?
Yes, we have had our pensions for sometime. Although there have been ups and downs over this period we are pleased with our current returns.
What could they have done better?
Nothing.