Scott's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 10 )
Pensions ( 78 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 44 )
Auto Enrolment ( 2 )
Investments and Savings ( 71 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 24 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 32 )
Financial Mentoring ( 7 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 26 )
£200k - £500k ( 16 )
£100k - £200k ( 14 )
Up to £50k ( 7 )
£50k - 100k ( 1 )
Repeat review
by a verified client in East Sussex
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Scott Davis helped you since your last review?
We sold our house earlier in the year and Scott and his team have advised us on how best to plan for our next house purchase, and how to invest the remaining proceeds in order to supplement our state pension as we approach the winter of our years.
Repeat review
by a verified client in Somerset
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Scott Davis helped you since your last review?
Helping me to understand how I can maximise my pension benefits for my current needs for as I can before I may need to reduce my drawdown. Gave me alternative ideas/solutions to increase growth of my pension
Repeat review
by a verified client in Sussex
6 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Scott Davis helped you since your last review?
Scott I’m go-to person for financial advice
Repeat review
by a verified client in Surrey
7 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Scott Davis helped you since your last review?
As I approach full retirement, Scott has been very helpful in getting my financial needs sorted
Repeat review
by a verified client in London
8 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Scott Davis helped you since your last review?
We discussed the issues above at my 2025 review. He continues to provide guidance and assurance. I appreciate his monthly newsletters and I know he is always accessible should I wish to contact him about any queries.