David's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 44 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 31 )
Investments and Savings ( 57 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 29 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 33 )
Financial Mentoring ( 6 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 26 )
£200k - £500k ( 4 )
£100k - £200k ( 1 )
( 7 )
Review
by a verified client in Hampshire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to safely release Tax Free funds
How has David Gruenstein helped you?
Release of tax free funds and long term planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
NO
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with David
David, was very good at both listening and steering the conversation. I believe David understood our situation very well and was clear in how the process would develop. We are both looking forward to the next discovery meeting.
Review
by a verified client in West Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous pension provider, did not manage a draw down facility.
How has David Gruenstein helped you?
Discussed my needs and understood what I was looking for in my pension plan and upcoming retirement plan.
Have you seen the outcome you were hoping for?
I think so, it is early days but I feel reasonably confident.
What could they have done better?
Not sure they could have done anything better.
Review
by a verified client in Cambridgeshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My partner and I were both facing redundancy and wanted some advice on how best to deal with our savings and pensions.
How has David Gruenstein helped you?
Set up investment accounts for us and advised us on risk levels and products over many years. Consolidated private pensions into a single fund and managed that. Given us straightforward advice on planning for our future and projections on how our finances might work into old age.
Have you seen the outcome you were hoping for?
Yes, the investments have been varied in their performance over the years, but overall they have worked out very well.
What could they have done better?
Nothing.
Review
by a verified client in Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I inherited some money and needed help with financial planning.
How has David Gruenstein helped you?
He has help us pensions and choosing where to invest our money. Also he has supported us with planning for our future.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
It was all good.