David's reviews
Reviewed for
Mortgages ( 1 )
Pensions ( 14 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 12 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 3 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
£50k - 100k ( 3 )
Review
by a verified client in Bedfordshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have had pensions deducted from salaries with various employers over the past 30 years which i have entrusted Pharon for investment and advice
How has David Groves helped you?
Concise information, good follow up and a very professional service, I would thoroughly recommend
Have you seen the outcome you were hoping for?
Yes with both future information and draw-down options
What could they have done better?
No im very satisfied
Review
by a verified client in Kent
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transfer of occupational pension into an investment platform with flexi-drawdown facility
How has David Groves helped you?
David provided informative, helpful, timely advice regarding flexi-drawdown to cover reasonable living costs for the year ahead and timing in response to market fluctuations, as well as ensuring that I understood the tax implications of my planned withdrawal. Our discussions were followed up with very clear written communications summarising actions taken, my pension status and pension options for future consideration. I have found David to be very approachable, proactive and responsive - nothing is too much trouble! I would highly recommend him
Have you seen the outcome you were hoping for?
Yes, definitely!
What could they have done better?
David has been advising me for three months so far. I don't have any suggestions at this point
Review
by a verified client in Kent
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
No
How has David Groves helped you?
Very quick and efficient service. Answered all questions / issues promptly, reassuringly and with a very open approach.
Have you seen the outcome you were hoping for?
So far, so good.
What could they have done better?
Quite happy with service received.
Review
by a verified client in Kent
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a client for many years and I will retire in 2021
How has David Groves helped you?
David has helped me with my retirement packages and other things to do with tax recovery.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
David has been a very good help as always with Pharon.
Review
by a verified client in Kent
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking at private pension and saving.
How has David Groves helped you?
He explained clearly the best course of action with our current financial situation and looking ahead to the future.
Have you seen the outcome you were hoping for?
Yes, he has recommended a very sensible approach for us.