David's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 17 )
Pensions ( 25 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 4 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 4 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 1 )
£100k - £200k ( 5 )
£50k - 100k ( 3 )
Up to £50k ( 6 )
First impression
by a VouchedFor user
16 hours ago
Overall
Please provide a brief comment about your experience with David
Good
Review
by a verified client in West Lothian
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for advice regarding financial options in retirement.
How has David Clark helped you?
David was very responsive when I reached out through Vouchedfor and he continued to be responsive in all our further interactions. He helped me look at my options and was supportive for me to do it at my pace.
Have you seen the outcome you were hoping for?
I am confident that the outcome is the best possible for my circumstances.
What could they have done better?
Struggling to think of what they could have done better!
David:
Thanks Carole, and very much appreciated for your kind words.Repeat review
by a verified client in Lanarkshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Clark helped you since your last review?
David continues to support me with my financial matters in a professional and friendly manner. I would not hesitate in recommending David to anyone.
David:
Thanks for the review Heather. I hope you're keeping well. David :)Repeat review
by a verified client in Lanarkshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Clark helped you since your last review?
David monitors and updates my wife and myself on our investments.
David:
Thanks for the review, very much appreciated.Repeat review
by a verified client in Lanarkshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Clark helped you since your last review?
Forward planning for retirement which has been great as the time comes closer