Paul Davis

Clear Financial Advice

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

a month 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, Paul

Review

by a verified client in London

5 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, Paul

Review

by a verified client in Essex

5 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

First impression

by a VouchedFor user

7 months ago

Overall

Please provide a brief comment about your experience with Paul

Paul was very helpful and provided me with the some good advice

Paul:

Thank you for taking the time to leave your review, it really is appreciated. All the best, Paul

First impression

by a VouchedFor user

9 months ago

Overall

Please provide a brief comment about your experience with Paul

Paul was brilliant and I would recommend him to someone else. He listened to our needs and I appreciated the research he had done prior to our call. He was clear and extremely helpful.

Paul:

Dear Gabrielle, Thank you for leaving a review it is very much appreciated. I look forward to helping you again as and when the need arises. All the very best, Paul