Scott's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 10 )
Pensions ( 67 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 35 )
Auto Enrolment ( 2 )
Investments and Savings ( 59 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 17 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 20 )
Financial Mentoring ( 6 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 22 )
£200k - £500k ( 14 )
£100k - £200k ( 14 )
Up to £50k ( 7 )
£50k - 100k ( 1 )
Repeat review
by a verified client in Surrey
24 days 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 has continued to guide me, keeping a steady hand on the tiller as we navigate the choppy waters of the world markets
Repeat review
by a verified client in Kent
4 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?
Available for advice if required
Repeat review
by a verified client in Kent
4 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?
Always concise information
Repeat review
by a verified client in Surrey
5 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?
He has continued with advice on mitigating IHT
Repeat review
by a verified client in Surrey
5 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 has been hugely helpful with sorting my finances with regard to my retirement and as well as financial advice concerning inheritance planning. I’ve recommended him to several family members.