Daniel Williams

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

I wished to learn more about how to better make use of my disposable income earned each month.

How has Daniel Williams helped you?

Independent advice that was tailored to my specific circumstances. Friendly and professional approach to advising.

Have you seen the outcome you were hoping for?

Yes.

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

I have reached that time in life when financial planning became very important to my self and family. I was looking around for a trusted and local IFA and Daniel was recommended by a colleague.

How has Daniel Williams helped you?

Dan took me back to the basics and fully explained - in terms I could relate to - the options open to me (with the realities of external factors which effect investments/financila planning) and tailor-made for me a investment framework I could understand and also dealt with the number of pensions/investmemt vehicles I seem to have acquired over the years. Collectively, I am now in a much better place for my financial planning and feel very much part of the 'journey' going forward!

Have you seen the outcome you were hoping for?

Yes, very much so! Also, I understand where I was in the pension cycle and very much where we need to be.

What could they have done better?

I think this service was very comprehensive and certainly suited me. In a world full, apparently, of corruption and scams around financial services Dan was particularly at pains to navigate me through the pitalls and issues that can catch-out the poorly advised.