Paul's reviews
Reviewed for
Insurance and Protection ( 12 )
Mortgages ( 5 )
Pensions ( 47 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 13 )
Auto Enrolment ( 2 )
Investments and Savings ( 62 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 2 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 7 )
£100k - £200k ( 14 )
£50k - 100k ( 7 )
Up to £50k ( 11 )
First impression
by a VouchedFor user
21 days ago
Overall
Please provide a brief comment about your experience with Paul
He demonstrated his wealth of experience and provided me was some extremely useful advice and guidance, which he needn’t have done given it was only an initial meeting. Even though at this stage I didn’t specifically require his services further, I’d have no hesitation in contacting Paul in future should I need to and I’d also highly recommend him to others.
Paul:
Hi John, It was a pleasure meeting you and also giving you the reassurance you were after with regards to your retirement options, in addition to your savings. Feel free to get in touch anytime if you need any further help or guidance. Thank you for taking the time to leave a review, it is really appreciated. All the best, PaulFirst impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Paul
Excellent advice from Paul, I was looking for help with managing savings and planning for the future which Paul helped to shed a lot of light on solutions and paths I could take. Thank you!
Paul:
Hi Alex, Thank you so much for taking the time to leave a review, it is very much appreciated. I wish you and your partner the very best for your future in Singapore which I'm sure will be one of many exciting chapters together. Best wishes, PaulFirst impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Paul
Paul was extremely helpful and knowledgable. He had some good suggestions for my particular set of circumstances which I will be exploring further.
Paul:
Hi Russell, Thanks for meeting with me and allowing me to give you some clarity and some possible solutions to your situation. All the best, PaulReview
by a verified client in London
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife was looking to take a career break so we wanted some general advice to check our money was working the best for us
How has Paul Davis helped you?
Gave us practical advice that we could easily implement
Have you seen the outcome you were hoping for?
Yes
Paul:
Thank you for taking the time to leave a review it is very much appreciated. Glad I was able to help. Best wishes, PaulReview
by a verified client in Essex
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As Power of Attorney for my elderly Aunt, I needed help in budgeting for her care home fees and maximising the proceeds of the sale of her house.
How has Paul Davis helped you?
Paul's confident and kind approach was very reassuring. His experience of Power of Attorney responsibilities was particularly helpful to me. Although my Aunts care and finances were the focus of our meetings, he made sure that I was receiving the support I needed to fulfil my Power of Attorney role.
Have you seen the outcome you were hoping for?
Yes, 100% satisfied.
What could they have done better?
Absolutely nothing.
Paul:
Dear Liz, Thank you so much for taking the time to leave a review, it has been an absolute pleasure working with you and helping you with your aunts financial affairs. I look forward to working with you in the months and years to come. Best wishes, Paul