David's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 2 )
Retirement income (annuities, drawdown) ( 4 )
Investments and Savings ( 3 )
Pension Transfers - Non Specialist ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 1 )
Financial Mentoring ( 1 )
Reviewers' assets
£200k - £500k ( 2 )
First impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with David
Quick response. Very helpful
Review
by a verified client in Warwickshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed advice on a better overall return on our mixed savings and investments to support us in retirement
How has David Burrell helped you?
Both the two previous Wise advisers and David have provided the advice we required
Have you seen the outcome you were hoping for?
Yes, largely. We have been able to draw down funds in retirement and maintain our investment
What could they have done better?
Reduced the paper work and put information on line earlier
Review
by a verified client in Warwickshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our investments required more active management than we had the time or expertise to provide.
How has David Burrell helped you?
David took over our portfolio from two previous advisers working for Wise. He has helped in particular in moving investments to a more ethical portfolio
Have you seen the outcome you were hoping for?
Yes. Our ethical investments provide a return which is sufficient for our needs in retirement.
Review
by a verified client in Gloucestershire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
streamlining pensions & financial planning for retirement
How has David Burrell helped you?
We now have all our investments in one place managed by David and Wise investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing,
Review
by a verified client in Oxfordshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for some help to consolidate pensions and plan my retirement - David was recommended
How has David Burrell helped you?
Explained the pros and cons in terms I could relate to - most helpful
Have you seen the outcome you were hoping for?
yes, I'm on track and the outcome is as expected - and clear!
What could they have done better?
Nothing really