Michael's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 42 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 8 )
Pension Transfers - Non Specialist ( 7 )
Pension Transfers - Specialist ( 9 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 9 )
£100k - £200k ( 3 )
Up to £50k ( 2 )
£50k - 100k ( 2 )
Review
by a verified client in Tyne and Wear
5 years ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
Retirement: wanting to get the best out of my pension
How has Michael Davidson helped you?
Give me unbiased advice on how to get the best out of my situation
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
It is the first time I have used a financial advisor in this capacity so I do not think there was anything he could have done better at this time.
Review
by a verified client in Tyne and Wear
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
i needed guidance and advise on financial planning
How has Michael Davidson helped you?
Pension review and Investment portfolio
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Tyne and Wear
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Michael Davidson helped you?
He sorted all my pensions for my retirement.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing everything working fine.
Review
by a verified client in Tyne and Wear
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Change of personal circumstances , Brexit , my age , and looking for help to understand what to do with my own pension
How has Michael Davidson helped you?
Provided sound advice - very knowledgable and experienced. And helped me to make decisions .
Have you seen the outcome you were hoping for?
On track
What could they have done better?
Nothing - could not have asked for anything else
Review
by a verified client in Tyne and Wear
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Personall pension for my retirement
How has Michael Davidson helped you?
Kept me up to date
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I’m happy with the way Michael deals with my pension