Dale's reviews
Reviewed for
Pensions ( 20 )
Retirement income (annuities, drawdown) ( 4 )
Auto Enrolment ( 2 )
Investments and Savings ( 4 )
Pension Transfers - Non Specialist ( 4 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 3 )
£100k - £200k ( 1 )
£50k - 100k ( 2 )
Up to £50k ( 6 )
Review
by a verified client in Lincolnshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension Advice
How has Dale Regan helped you?
Explained risk ratings of portfolio's and offered advice on investments
Have you seen the outcome you were hoping for?
Yes
Dale:
Thanks for the great review Danny. I am glad that you now have a better understanding of portfolio risk ratings and feel that you are on track to meet your goals. Kind regards DaleReview
by a verified client in East Riding
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My partner and I have somewhat complex financial needs and have never had any advice up until seeing Dale so we had a lot to discuss and receive guidance on.
How has Dale Regan helped you?
Dale gave us lots of financial options and explained them all thoroughly. He discussed with us how to diversify our risk by using several different mechanisms and seemed to keep it all simple for us to be able to understand.
Have you seen the outcome you were hoping for?
Yes. We are now taking action on the advice we received.
Dale:
Thanks for your review Kieran. I am glad you found our meeting useful and now understand some of the options that apply to you and how you can diversify to meet your goals. Kind regards DaleReview
by a verified client in Lincolnshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensoins
How has Dale Regan helped you?
Dale very helpful on pensions
Have you seen the outcome you were hoping for?
Yes and happy with the outcome
Dale:
Thanks for the great review Steve. I am pleased to hear that you are happy with the outcome on your pensions and feel that you are on track to meet your goals. Kind regards DaleReview
by a verified client in East Riding
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on Investment options for John H Whitaker Group Limited. Advice around the John H Whitaker Group Personal Pension. Personal advice around my own suite of pension plans.
How has Dale Regan helped you?
Offered financial Investment options. Recommendation to switch to other GPP provider when the existing scheme no longer suits and offered full benefits to its members. Continues to support the Company GPPP. Personal - explained and recommended the most beneficial way to deal with my numerous pension plans.
Have you seen the outcome you were hoping for?
Yes
Dale:
Thanks for your great review Duncan. I am pleased we were able to help yourself personally as well as your Business and Staff. We are pleased that you feel that you are on track to meet your goals and you are happy with our advice. Kind regards DaleReview
by a verified client in Lincolnshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Getting to that time in my life where I need to be planning for the next 5 - 10 years as I consider winding down from work.
How has Dale Regan helped you?
Provided sound advise especially with regards to tax breaks.
Have you seen the outcome you were hoping for?
Initially yes though some areas are not quick fix.
What could they have done better?
Nothing.
Dale:
Thanks for your great review Simon. I'm glad you found our meeting useful and you feel that you are confident you are on track to meet your goals. You should you need any advice/guidance in the future, please let us know. Kind regards Dale