Daniel's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 1 )
Pensions ( 64 )
Retirement income (annuities, drawdown) ( 43 )
Investments and Savings ( 56 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 10 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 27 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 20 )
£200k - £500k ( 15 )
£100k - £200k ( 7 )
Up to £50k ( 3 )
£50k - 100k ( 11 )
Review
by a verified client in Hampshire
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I originally worked in the industry.
How has Daniel Weldon helped you?
He has given me good advise for future planning and retirement income.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Somerset
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed help with pensions and investments
How has Daniel Weldon helped you?
With my pension and investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not charged such high fees!!
Review
by a verified client in Dorset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pending retirement a few years in advance. I knew that I needed both specialist and expert advice, above all from a totally trustworthy source, a firm that will provide an excellent long-term service for a fair price. Dan Weldon provides all of this consistently, and this is all done in a very friendly but always professional way. A superb service without question.
How has Daniel Weldon helped you?
Advice as to how to find a superior pension portfolio, his fund allocation within this selection, and his reviews to check the progress of this, and also my circumstances as they change over time.
Have you seen the outcome you were hoping for?
Yes, indeed , outcomes within the realistic expectations of the current world that we find ourselves in are good.
What could they have done better?
Very little, I cannot think of anything that can really be improved - just keep doing the same thing superbly well !
Review
by a verified client in Dorset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Increasing pension provision
How has Daniel Weldon helped you?
Through annual financial review and planning.
Have you seen the outcome you were hoping for?
We are happy with the outcomes received to date
What could they have done better?
No comment
Review
by a verified client in Buckinghamshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After delayed retirement I have several pensions and investments from different employers . I needed to consolidate and review what were my best options.
How has Daniel Weldon helped you?
Dan has looked at all the my pensions an investments, carefully considered my personal circumstances and come up with plans to help me manage my money.
Have you seen the outcome you were hoping for?
Very much so.
What could they have done better?
Nothing that I am aware of.