David's reviews
Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 1 )
Pensions ( 54 )
Retirement income (annuities, drawdown) ( 34 )
Investments and Savings ( 58 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 22 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 32 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 29 )
£200k - £500k ( 10 )
Up to £50k ( 1 )
( 1 )
£50k - 100k ( 2 )
First impression
by a VouchedFor user
14 days ago
Overall
Please provide a brief comment about your experience with David
David put my mind at ease with his friendly downs demeanour, this is very reassuring going forward as I have a little to Know experience of financial matters.
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with David
First class. Would recommend David to anyone who requires his advice & services.
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with David
We had a good first impression, David was professional informative and friendly to deal with. We look forward to our meeting.
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with David
David is both professional and knowledgeable in his field. He answered all my questions and helped me understand some complex concepts effectively.
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with David
Very good first conversation. He understood what I needed and identified a way to take things forward. He was transparent in his responses.