0330 038 8938
Based in Grimsby
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: February, 2025
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Dale is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dale's status
Last checked: 21 April 2025
Dale is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dale's status
6
Recent Client Reviews
Dale has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dale has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 11 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Dale has not yet added their qualifications to their profile
Qualifications not yet added
Dale has not yet added their qualifications to their profile
Transparent Fees
Dale has not yet added their fees to their profile
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Dale has not yet added their fees to their profile
12
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dale (based on 12 first impressions)
100% of users who are not yet clients had a positive first experience with Dale
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dale (based on 12 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Dale is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dale's status
Last checked: 21 April 2025
Dale is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dale's status
6
Recent Client Reviews
Dale has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dale has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 11 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Dale has not yet added their qualifications to their profile
Qualifications not yet added
Dale has not yet added their qualifications to their profile
Transparent Fees
Dale has not yet added their fees to their profile
Fees not yet added
Dale has not yet added their fees to their profile
12
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dale (based on 12 first impressions)
100% of users who are not yet clients had a positive first experience with Dale
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dale (based on 12 first impressions)
I have worked in financial services for over 20 years and in 2022 I was proud to achieve the status of a Fellow of the Chartered Insurance Institute, and a Chartered member of The Chartered Institute for Securities & Investment. My expertise lies in workplace pensions, and I have worked with dozens of regional and national firms to help set up and maintain their workplace pension schemes. It is a huge privilege to be tasked with ensuring that hundreds and thousands of employees have superior quality and well performing investments; we all look forward to retirement and it has been great to see so many people achieve their goals over the years. Regardless of the size or structure of the business, or the number of employees, I can offer advice and support to make sure your legal requirements are met and that your employees have benefits that they can be proud of.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Dale's clients
Based on responses provided by clients who have reviewed this adviser
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