David Butler

David Butler

Succession Wealth

David's reviews

Reviewed for

Insurance and Protection ( 5 )

Mortgages ( 1 )

Pensions ( 19 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 13 )

Investments and Savings ( 24 )

Pension Transfers - Non Specialist ( 2 )

Inheritance Planning ( 11 )

Long Term Care ( 3 )

Pension Transfers - Specialist ( 2 )

Financial Planning ( 8 )

Financial Mentoring ( 1 )

( 1 )

Reviewers' assets

£500k+ ( 8 )

£200k - £500k ( 5 )

£100k - £200k ( 1 )

£50k - 100k ( 2 )

Up to £50k ( 3 )

First impression

by a VouchedFor user

a year ago

Overall

Please provide a brief comment about your experience with David

Although the product and service we were looking for was not ultimately achievable, David did diligently pursue this to get to this outcome.

Review

by a verified client in Hampshire

a year ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I am new to the market.

How has David Butler helped you?

Very practical.

Have you seen the outcome you were hoping for?

Not yetI think David has done all that is needed.

What could they have done better?

I have no idea.

First impression

by a VouchedFor user

a year ago

Overall

Please provide a brief comment about your experience with David

I have found David is a very nice guy. He made me feel like at home throughout the consultation.

Review

by a verified client in Hampshire

a year ago

Overall

Service

Advice

Value

What were the circumstances that caused you to initially look for an adviser?

My increasingly ill husband began having problems dealing with his financial affairs

How has David Butler helped you?

David got a quick understanding of the position and helped arrange streamlining and transfer of investments

Have you seen the outcome you were hoping for?

I now have a better understanding of my financial position

Review

by a verified client in Surrey

a year ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Having always used the services of a financial advisor for the last 40 years David became my adviser 25 years ago when his company took over my previous financial advisors company on their retirement and he has given me excellent advice and service ever since and I will continue to use his services

How has David Butler helped you?

With is help and advice he has helped me achieve financial security that I have always wanted

Have you seen the outcome you were hoping for?

Yes absolutely

What could they have done better?

Nothing