Daniel's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 4 )
Pensions ( 121 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 90 )
Investments and Savings ( 128 )
Pension Transfers - Non Specialist ( 40 )
Inheritance Planning ( 58 )
Long Term Care ( 12 )
Pension Transfers - Specialist ( 21 )
Financial Planning ( 103 )
Financial Mentoring ( 7 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 52 )
£200k - £500k ( 27 )
£100k - £200k ( 12 )
£50k - 100k ( 2 )
Up to £50k ( 2 )
( 1 )
Review
by a verified client in London
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Daniel is always quick to answer and my questions this year have been around adding funds to my ISA and Pension. Always quick to revert and support.
How has Daniel Blandford helped you?
General advice, best approaches, advice on the current state of play in the markets.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Very little - trust him completely. Always gives clear, coherent reviews/advice and always has time to answer all questions.
Review
by a verified client in Hampshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had too many pension pots
How has Daniel Blandford helped you?
My pension is now largely in one place; I understand where my money is and how it is being treated. I also understand what I need to do in the longer term.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Bristol
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial advice for retirement
How has Daniel Blandford helped you?
Sorted out pensions brought two together and placed in SIP for future if needed. Also guidance on IH tax and cask flow.
Have you seen the outcome you were hoping for?
Not yet but feel we're getting there.
What could they have done better?
Don't really know I but building a good relationship.
Review
by a verified client in Swansea
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension and inheritance planning
How has Daniel Blandford helped you?
Maximising pension and tax benefits for higher rate taxpayers
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing specific
Review
by a verified client in Hampshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
looking to take early retirement and the planning required for that
How has Daniel Blandford helped you?
has advisd on a pension vehicle for both my wife and I . plus looking at the longer term planning
Have you seen the outcome you were hoping for?
yes