Testimonials

Read some of the feedback received from clients over the years.

Paul's prompt and precise attitude made the complex business of dealing with numerous pension plans an easy matter. He is a straight-talking individual, he listens and gives sound advice. Recommending Paul's services is a no-brainer.

Dr. James Hunt | Consultant, Sawston, Cambridgeshire

Paul's help has been invaluable. I had many pensions with multiple providers that had not been reviewed for years and were performing poorly. With Paul's advice I am very happy with my investment updates and I am confident in Paul's continued advice to ensure that my pensions stay on track. Compa...

Dr. Jayne Hunt | Director, Sawston, Cambridgeshire

I just wanted to share a quick note to let you know Paul has done a fantastic, great job. I'm glad I decided to invest with you. He took that extra step to understanding my needs, giving sound and trustworthy advice. It's fantastic to have a guy who really knows his stuff, I have never had any pr...

Mr Daniel Jee | Electrician, Romford, Essex

After having my pension looked after by companies I've worked for over the last 20+ years, moving my future retirement fund was a 'big deal'. Constantly asking myself, have I done the right thing. But I need not have worried, Paul and St. James's Place have made it so easy, transparent and worry-...

Mr Carl Cleaves | Consultant Regulatory Change, Great Notley

Paul has been brilliant. He made the whole process easy to understand and provided relevant and sound advice. I feel relieved to have found someone who is professional and personable to put my financial affairs in order. Many thanks!

Ms. Pauline Waith | Accountant, Brentwood, Essex

Covid-19 has been a difficult time for everyone, let alone the stock market. I have been amazed at the overall performance of my funds during this torrid time. Here's to the good times.

Mr. Nicholas Meyer | Director, Bishops Stortford, Hertfordshire

Paul is highly recommended. He is professional, non-pushy and knows his stuff. A very honest service aimed entirely at what suits the client best. I wouldn't hesitate to put Paul forward to my own contacts and clients should they be looking for financial planning advice.

Mr. Paul Szemerej | Director, Chelmsford, Essex

Fantastic service from initial appointment to date, keeps in touch continually without fail. We would recommend Mr. Paul Davis to anyone who needs genuine sound advice on even small investments. Paul's tenacious work on our behalf has been faultless, so thank you so much Paul for all your support...

Mr Leonard White | Retired, Woodbridge, Suffolk

Paul made the whole process of transferring my pension fund simple to understand. He was friendly, professional, knowledgeable and I did not feel pressured in any way. His open, honest approach put me at ease. The communication has been excellent. I would not hesitate to recommend Paul.

Mr Kevin Last | Consultant, Manningtree, Essex

I spoke with Paul, asking for advice on what to do with a considerable sum of money that I was now in charge of as a Trustee. He not only took the time to explain what he could assist with in terms of investment opportunities, but also made it very clear what our legal obligations are as trustees...

Mrs. Tanya Filer | Self-Employed, Bishops Stortford, Hertfordshire