David Farrance

What were the circumstances that caused you to initially look for an adviser?

To ensure I secure my future finances and to check my pensions are correct and working for my benefit.

How has David Farrance helped you?

He has given me concise information to allow me to understand my current and future financial position. We have made plans to fit in line with my needs, giving me peace of mind.

Have you seen the outcome you were hoping for?

Yes I have

What were the circumstances that caused you to initially look for an adviser?

My wife had a small private pension that needed to be re-invested and we needed advice on our plans for pension payment. We also needed expert advice on how to invest our savings to achieve a better return, mindful of our age/stage in life. We needed to find an advisor who would take the time to understand our wishes/needs, clearly explain the options available and recommend appropriate steps for us to take.

How has David Farrance helped you?

Many well known financial advisors focus on high net worth clients and either don't want to bother with smaller investors like us, or whose fees are high. David made us feel comfortable from our first meeting at his offices and was quickly able to understand our financial objectives and then carry out extensive research which allowed him to give the investment advice and recommendations we sought.

Have you seen the outcome you were hoping for?

Yes, we are very pleased to have made the decision to appoint David Farrance as our Financial Advisor and satisfied that our investments in Pensions and Savings are in much better shape today.

What could they have done better?

Nothing comes to mind.

What were the circumstances that caused you to initially look for an adviser?

An increase in personal wealth

How has David Farrance helped you?

David reviewed all of our individual pensions and provided recommendations as to how we could focus our resources and retire early.

Have you seen the outcome you were hoping for?

Absolutely - we’re hopeful we will be able to retire at our desired time.

Please provide a brief comment about your experience with David

David is unable to provide the advice I asked for however a useful local contact to have

What were the circumstances that caused you to initially look for an adviser?

Needed advice on pension.

How has David Farrance helped you?

Advised me on what options were available taking into account my circumstances.

Have you seen the outcome you were hoping for?

Yes drawndown plan now set up.

What could they have done better?

Nothing.