Testimonials

Very helpful and took onboard my needs of reaching out to a Financial Adviser. He took time to listen and give feedback on what my possible options were. I am currently digesting the advice/feedback he gave and Paul has kindly offered to assist me with the subject matter we discussed in a future call. I am grateful for Paul's time and patience. A very switched on individual and talked to me in terminology that I understood - didn't blind me with science, which was the result I had wished for.

He had the answers I needed , I would use him again for any Financial issues.

Paul quickly and simply discussed my issue and gave good advice on how to proceed.

What were the circumstances that caused you to look for a financial adviser?

Knowledge and experience

How did Howard Bullock help you?

First class service and advice from Howard and his team are always efficient and nice to deal with - as is Howard. I always recommend Howard to my clients and other associates.

Have you seen the outcome you were hoping for?

Yes without doubt

What could they have done better?

I cannot think how they could improve further.

What were the circumstances that caused you to look for a financial adviser?

I’m financially clueless

How did Howard Bullock help you?

Advice and support

Have you seen the outcome you were hoping for?

Yes but ongoing

What could they have done better?

Nothing

What were the circumstances that caused you to look for a financial adviser?

Planning for inheritance tax at time of writing will.

How did Paul Davis help you?

Free consultation to outline allowances and enable appropriate bequests in will without attracting inheritance tax.

Have you seen the outcome you were hoping for?

Yes. Developed a better understanding of inheritance tax and enabled planning and sent advice leaflets. Brilliant.

What could they have done better?

Absolutely nothing.

What were the circumstances that caused you to look for a financial adviser?

I was made redundant and looking at what to do with pensions i held and need for annuities and required income

How did Howard Bullock help you?

After review of finances came up with a plan and recommendations meeting our needs for the future

Have you seen the outcome you were hoping for?

Feel we have established what we need for our pensions and funds that we can use

What could they have done better?

Nothing

What were the circumstances that caused you to look for a financial adviser?

Help with pension and inheritance planning in retirement

How did Howard Bullock help you?

Understood what i wanted and helped put in place the plan i needed

Have you seen the outcome you were hoping for?

Yes it has gone well considering the difficult markets we are having to deal with

What could they have done better?

To be honest not a lot , his advice has been good , he is easy to talk to , takes on board any concerns i might have , and is easy to get hold of when i need to talk.

Paul gave clear and helpful advice and support with prompt responses in a time-critical situation

I contacted VouchedFor for a free initial consultation, and Paul contacted me quickly, in response. His manner was very friendly and professional - I felt very at ease talking to him. If I require further advice in the future, I would definitely consider contacting Paul.

What were the circumstances that caused you to look for a financial adviser?

Inherited a sum of money that I needed advice and knowledge to manage it.

How did Howard Bullock help you?

He suggested several options of what could be done.

Have you seen the outcome you were hoping for?

Although they are long term investments, I a pleased so far.

Howard is very warm and personable, his vast wealth of financial expertise is the reason my family and I will be using him and his accomplished team going forward. Would highly recommend.

So easy to talk to and straight forward advice

This man will never be a politician. He answered my questions, clearly and without any BS. I would recommend this man without hesitation.

Thank you very much. He was extremely helpful.

Paul listened carefully and was incredibly quick to answer all questions and suggest possible solutions. A very impressive and knowledgeable adviser Thank you.

What were the circumstances that caused you to look for a financial adviser?

I was looking to move my company pension into my own private pension pot

How did Paul Davis help you?

Paul advised the best way to do this, but at the same time advised of the pros and cons of such a movement of pension funds

Have you seen the outcome you were hoping for?

Yes, I now have my own pension pot and I can track it’s value via an online tool.

What could they have done better?

Nothing could have been better

A lovely guy! Extremely helpful, kind and understanding.