Paul Davis Financial Planning Limited - Braintree

Address: 16 Courtauld Rd, Braintree CM7 9BG, United Kingdom.
Phone: 7480262499.
Website: pdavisfinancial.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required.
Opinions: This company has 20 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Paul Davis Financial Planning Limited

☎️7480262499

⏰ Open Hours of Paul Davis Financial Planning Limited

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Overview of Paul Davis Financial Planning Limited

Paul Davis Financial Planning Limited, situated at Address: 16 Courtauld Rd, Braintree CM7 9BG, United Kingdom, is a reputable financial planning service. With a dedicated phone line Phone: 7480262499 and an accessible website Website: pdavisfinancial.co.uk, Paul Davis Financial Planning Limited stands ready to assist individuals seeking expert financial guidance. The business prides itself on its specialized services, particularly in being a Financial Planner, offering tailored advice to help clients navigate their financial futures.

Accessibility and Convenience

One of the commendable aspects of Paul Davis Financial Planning Limited is its commitment to accessibility. The office welcomes wheelchair users with a wheelchair accessible entrance, parking lot, and restrooms, ensuring that everyone can receive the professional financial advice they need comfortably. This inclusive approach makes the experience of seeking financial planning services accessible to all.

Expertise and Client Satisfaction

Based on the average opinion of 5/5 from 20 reviews on Google My Business, it's clear that Paul Davis Financial Planning Limited excels in delivering exceptional services. Clients have praised the clarity and professionalism of the advice provided, noting that the process of consolidating pensions or reviewing investments is made simple and stress-free. The fact that clients return for annual reviews highlights the trust and confidence they have in Paul Davis's expertise and approachability.

What to Expect When Visiting

For those considering reaching out to Paul Davis Financial Planning Limited, it's important to note that an appointment is required. This ensures that clients receive personalized attention and that their financial planning needs are given the careful consideration they deserve. The office's accessibility features make it an ideal destination for anyone seeking financial advice, regardless of mobility.

Recommendation

If you're looking for a reliable and approachable financial planner who can offer you clear, professional advice tailored to your needs, Paul Davis Financial Planning Limited is undoubtedly worth considering. Their commitment to accessibility, combined with their excellent reputation and the positive feedback from clients, makes them a standout choice in the UK's financial planning sector. To learn more or to schedule an appointment, don't hesitate to visit their website at pdavisfinancial.co.uk. Take the first step towards securing your financial future with Paul Davis Financial Planning.

👍 Reviews of Paul Davis Financial Planning Limited

Paul Davis Financial Planning Limited - Braintree

Kevin L.

5/5

I took pension advice from Paul in March 2020 and decided to consolidate my pensions into one 'pot' with St. James. He made the process easy with very clear, and 'non-pushy' advice. I have since had annual reviews with Paul, where he has again, gone through the performance of the fund clearly & answered any questions or concerns professionally. I would have no concerns about recommending him to friends & family.

Debbie D.

5/5

Paul provided an excellent service from start to finish in respect of my pension. I immediately recommended him to my friends and family and will be using him for all my financial requirements going forward.

Dave H.

5/5

Very pleased that we found Paul. He has helped us through a difficult period when we needed to set up a Trust Fund for my deceased son's children. He is very personable and explains all the finer points of investment in easy to understand language. He makes no wild claims on fund performance and takes time to explain the peaks and troughs. Would recommend him to anyone.

Dej P.

5/5

Paul was the third adviser I went to a couple of years ago, seeking to improve my pension pot. In both other cases the advisers sought to transfer all my pension funds. Paul was the only one to advise against the transfer of a defined benefit scheme. All his advice since has demonstrated that he has my best interests uppermost. When we are agreed upon a course of action he carries out my instructions with alacrity and clear communication. He does so in a friendly and approachable manner and is always happy to explain things multiple times.

Derek Price 12/12/2022

Kingsley T.

5/5

Paul provided clear, concise and easy to understand information regarding my pension matters. He always puts my interests first and ensures I fully appreciate every aspect of his advice before proceeding. I would not hesitation in recommending Paul to anyone. Paul is absolutely first class.

Doug T.

5/5

I contacted St James Place when I decided to take early retirement in 2020. Paul then contacted me to discuss my pension the options available to managing it to ensure I had sufficient to last my lifetime. As a result of the advice and how Paul validated my plans I decided to move all my MP pensions to St James Place. I am very happy with the service and Pauls support and my pension is doing quite well considering we have had Covid and Trussomomics to deal with.

John B.

5/5

I first met Paul Davis in September 2020. It's been a pleasure to have him deal with my financial planning including tax advice; pensions and trust funds. He's even helped me with a commercial mortgage. Easy to talk to and he works with me rather than push me into something I'm not certain of. One of the rare 'old school' but up to date planners and one that I put trust in now in 2022

Hudson M.

5/5

Paul A Davis has done a great job helping me feel at ease and guide me to choose a suitable pension arrangement that fits me personally. I was anxious at first as it was a big step for me sorting out everything for my retirement. He was patient with me, giving me time to make my decision. I would recommend him to anyone who seeks help with their pension etc. Thank you. Hudson McClean - (Probation) - Upminster, Essex