David's reviews
Reviewed for
Insurance and Protection ( 27 )
Mortgages ( 22 )
Pensions ( 77 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 34 )
Auto Enrolment ( 9 )
Investments and Savings ( 34 )
Pension Transfers - Non Specialist ( 21 )
Inheritance Planning ( 8 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 25 )
Financial Planning ( 9 )
Financial Mentoring ( 2 )
Financial Coaching ( 4 )
( 2 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 16 )
£100k - £200k ( 4 )
£50k - 100k ( 3 )
Up to £50k ( 12 )
First impression
by a VouchedFor user
10 months ago
Overall
Please provide a brief comment about your experience with David
Explained very clearly. Very helpful.
Repeat review
by a verified client in Lanarkshire
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Charnley helped you since your last review?
David has helped keep us updated with regard to where he feels we are at, at this stage in our lives, we left feeling confident regarding our personal financial status.
Repeat review
by a verified client in Bute
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Charnley helped you since your last review?
David is always very helpful and has given us great financial advice. We know if we're not sure about some finances we can always contact David for excellent advice.
David:
Thanks Annette and Alan, for taking the time to leave a review. Look forward to continuing to help you going forward.Repeat review
by a verified client in Lanarkshire
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Charnley helped you since your last review?
David has kept me updated in my pension
David:
Hi Caroline, Thanks for taking the time to leave a review. Hope to see/speak to you soon.Repeat review
by a verified client in Lanarkshire
a year ago
Overall
Advice
Value
Service
This review is a follow-up review from a client who left a review previously.
How has David Charnley helped you since your last review?
Any advice or help David Charnley has always helped me with the questions i have .