Many of our clients have been with us for over 20 years and during that time we have been able to attend to their varying needs, plan for different objectives and provide real time, ongoing wealth management expertise.
Here’s what a selection of our clients said about us and the level of service that we offer: -
Paul is immensely comfortable on this stage and his advice reaches far beyond that of an investment adviser and as such he is able to understand all of their personal and business needs and ensure that all of the appropriate professionals are involved and the correct solutions found. It is also the fact that Paul’s stated desire is to maintain a long term relationship with the client much like mine as opposed to providing advice on a transactional basis, that makes his proposition so attractive.”
He has explained the market options succinctly and clearly, without any ambiguity, and this has allowed decision making to be a straightforward process. I have really appreciated this.
He has also helped our local Church with its Investment planning, and has been particularly helpful to the Church Pastor. His advice has been highly valued.
I would not hesitate to recommend Paul Davies to anyone.”