Paul Davidson

What were the circumstances that caused you to initially look for an adviser?

Needed advice on managing pensions, savings and investments

How has Paul Davidson helped you?

We have regular meetings to review our financial status and adjust things when required.

Have you seen the outcome you were hoping for?

He has achieved what we expected.

What could they have done better?

Nothing as far as we are concerned.

What were the circumstances that caused you to initially look for an adviser?

We wanted independent and reliable long term financial advice and our accountant recommended Paul's predecessor, Rhys Lewis around 25 years ago. When he retired Paul took over.

How has Paul Davidson helped you?

Since 2009 he has continued to build on the advice Rhys had given us so we now have an ongoing lifetime plan covering pensions, investments, IHT planning and maintaining our existing lifestyle. He has an excellent and very responsive support team.

Have you seen the outcome you were hoping for?

Yes, we have every confidence in his all round advice and support

What could they have done better?

Nothing, SVWM's process is excellent

What were the circumstances that caused you to initially look for an adviser?

Advice on my pensions and ISA investments and planning for eventual retirement

How has Paul Davidson helped you?

Paul has listened and then helped us invest our pensions and funds so that we should then be able to enjoy the things we have planned for our retirement.

Have you seen the outcome you were hoping for?

Yes per forecasts all is going well

What could they have done better?

Nothing to date - extremely happy with the results to date and the service provided

What were the circumstances that caused you to initially look for an adviser?

Needed to find an advisor to help me make Tax efficient investments nothing

How has Paul Davidson helped you?

Always available to give first rate financial advice

Have you seen the outcome you were hoping for?

Yes, with Paul advice my portfolio has flourished well over 10 years

What could they have done better?

Nothing, Paul and through him, his team operate at a level of very high efficiency combined with sympathy and highly commendable professionalism

What were the circumstances that caused you to initially look for an adviser?

My solicitor recommended Paul and his Team following my husbands death to assist me with sorting out my finances, as my husband had always looked after it

How has Paul Davidson helped you?

I now sleep at night knowing I don't have to worry, as everything was sorted and its all now looked after by Paul and his Team. If I'm ever unsure about anything I can pick up the phone knowing they'll help me whenever I want

Have you seen the outcome you were hoping for?

Way more than I could of ever hoped for

What could they have done better?

Nothing springs to mind