David Parkinson

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

As marked above. Have known David for many years

How has David Parkinson helped you?

Always brilliant advice

Have you seen the outcome you were hoping for?

Probably better than expected

What could they have done better?

Can't think of anything

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

Buying a first home then mortgage deal was up

How has David Parkinson helped you?

David has advised on the best options to suit our needs and our budgets.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/a

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

Amalgamating various pensions which were maturing

How has David Parkinson helped you?

Advising me on where best to place my money for my specific needs

Have you seen the outcome you were hoping for?

I am more than satisfied with the way my plan has performed over the last twelve months

What could they have done better?

Went over and above in all aspects

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

Financial security

How has David Parkinson helped you?

Given me peace of mind for myself and my families future.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing j can think of.

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

Initially we were looking for a mortgage and David was recommended to us by a friend / work colleague. This then progressed to us using David for all our financial issues

How has David Parkinson helped you?

In many ways. He has helped us route our money into the best routes for future financial security for our family.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Known David for many years.

How has David Parkinson helped you?

Help myself and members of my family and friends.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not much really

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

I needed to synergies my various pension plans also I required a better mortgage deal.

How has David Parkinson helped you?

He has helped and successfully secured my last to mortgage plans and has got my house in order regarding my pension pot.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No issues what so ever, everything was dealt with in an easy to understand way.

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

Purchasing my first home.

How has David Parkinson helped you?

David assisted in sorting a mortgage when buying my first property. He was excellent with communication and was extremely helpful with explaining things which I didn’t understand. The team also assisted in communicating with the solicitors who were taking too long with the process.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

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

As a repeat customer looking for a mortgage.

How has David Parkinson helped you?

Dave and his colleague Jane went to great lengths to provide excellent customer service throughout the process. Given my unusual financial situation through ltd co dividend payments, Dave was able to find a suitable and appropriate lender and work through the lengthy and at times complicated journey, ensuring I was kept up to date throughout and going the extra mile.

Have you seen the outcome you were hoping for?

Yes.

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

wanted a Mortgage and investment advice

How has David Parkinson helped you?

arranged our mortgages over recent years always reviewing and looking for the best deal for us . also helping invest our pension savings. Always been quick to respond and suggest the best ways forward

Have you seen the outcome you were hoping for?

Yes - without doubt

What could they have done better?

Nothing i can think of.

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

Did not have a pension

How has David Parkinson helped you?

Plan for the future

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Initially But-to-Let mortgages, however, since Dave does such an excellent job he now does any personal mortgages for us and we always recommend to friends and family Dave's services.

How has David Parkinson helped you?

He's our 'GO-to-Man' for any mortgage, insurance / protection requirements. Dave is always on the ball and ahead of the game, alerting us to any event we should be aware of with our mortgages such as interest changes, product transfer etc.

Have you seen the outcome you were hoping for?

Dave is very thorough in his due diligence, he researches the best options available and advises us which saves us the time.

What could they have done better?

Nothing, although we do wish we'd met you sooner. Thank you for all your hard work, professionalism and dedication.

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

Through the advice of a friend

How has David Parkinson helped you?

He’s advice as been invaluable

Have you seen the outcome you were hoping for?

Yes very much so

What could they have done better?

They couldn’t have done anything better everything they have done for me has been excellent

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

First time buyers looking to find the right mortgage for us & the correct insurance cover for the house.

How has David Parkinson helped you?

David walked us through everything at each step of the way and was extremely helpful & knowledgeable with all our requests.

Have you seen the outcome you were hoping for?

100% - we received all the help we required and then some.

What could they have done better?

Nothing - spot on service.

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

Looking for advice on my retirement plans.

How has David Parkinson helped you?

He gave me sound honest advice.

Have you seen the outcome you were hoping for?

No, but this has nothing to do with David or KBA.

What could they have done better?

In all honesty, he couldn't have done anything better.

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

Mortgage many years ago, and if late, arranging my pensions

How has David Parkinson helped you?

Ensure my investments for pensions get the returns I ecpevted

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, as he has always anticipated any queries

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

Mortgage advise

How has David Parkinson helped you?

Not only managed many mortgage applications over the years, but managed multiple applications at the same time. As well as life assurance and pension advice with in our current business.

Have you seen the outcome you were hoping for?

Yes. Delivered the best mortgage products for us year after year.

What could they have done better?

David is always happy to help, and at hand for advise.

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

Buy to Let Mortgage requirement

How has David Parkinson helped you?

Pointed me in the right direction and illustrated potential pitfalls

Have you seen the outcome you were hoping for?

Yes indeed

What could they have done better?

Not a great deal

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

buying another property

How has David Parkinson helped you?

Clear information and always has plenty of options for us

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing he has been and still is amazing

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

Recommendation

How has David Parkinson helped you?

Dave was absolutely fantastic all the way through my mortgage process, he kept me updated throughout, searched through many lenders to find me the best deal, and found a quick solution to every stumbling block we hit. His patience and professionalism were second to none and I will definitely be recommending him to family and friends. Thank you so much Dave for making this possible for me.

Have you seen the outcome you were hoping for?

100%

What could they have done better?

Absolutely nothing!

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

Getting old.

How has David Parkinson helped you?

Vey good advice and remortgaging.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

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

Needed pensions sorting in one pot

How has David Parkinson helped you?

In all aspects

Have you seen the outcome you were hoping for?

Not yet it’s not been 12 months

What could they have done better?

Nothing

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

Buying a home

How has David Parkinson helped you?

Valuable advice, very down to earth, friendly, contactable always, quick responses, made the whole process super easy and stress free. Felt confident making decisions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Absolutely nothing.

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

I needed to port a mortgage across and talk about pensions

How has David Parkinson helped you?

Dave and Jane arranged the mortgage which was completely hassle free on my part. They kept me updated throughout and are a pleasure to work with

Have you seen the outcome you were hoping for?

Yes, Dave worked really hard to find the best deal for my circumstances

What could they have done better?

Nothing on this occasion

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

Pension advice

How has David Parkinson helped you?

In many ways, He explained and answered all my questions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, everything was perfect

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

Confusing / stressful time after separation.. needed expect advice

How has David Parkinson helped you?

Seamless, stress free advice and guidance re mortgage deals

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Mortgage

How has David Parkinson helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, first class service

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

I needed to consolidate a number of small private pensions into one medium risk portfolio.

How has David Parkinson helped you?

I've known David in his capacity as a financial advisor for many years and he has always been very helpful, knowledgeable and professional. Always keeps me informed, I never have to ask for updates.

Have you seen the outcome you were hoping for?

Yes. My pensions are all now consolidated.

What could they have done better?

Nothing

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

We were recommended to Dave by a friend and we are so glad we took his advice

How has David Parkinson helped you?

Dave has given us great advice and sorted out our financial future for us

Have you seen the outcome you were hoping for?

Definitely Dave has exceeded our expectations.

What could they have done better?

Nothing

Please provide a brief comment about your experience with David

Very friendly guy, easy to talk to and makes you feel comfortable

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

Retiring early so needed to sort our finances out

How has David Parkinson helped you?

By talking to use in layman’s terms not trying to confuse use

Have you seen the outcome you were hoping for?

We don’t need our resources yet so don’t know

What could they have done better?

I don’t think they could have done anything better

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

Moving house and retiring.

How has David Parkinson helped you?

Answered all our questions and explained everything to us that we asked. David left no Stone unturned, friendly and extremely professional.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Re mortgage of a flat

How has David Parkinson helped you?

Provided valuable insight and advice

Have you seen the outcome you were hoping for?

Yes

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

I needed to renew my mortgage and general overhaul of my finances and pensions

How has David Parkinson helped you?

David has been outstanding in his help. He has explained everything thoroughly and his advice has been unbelievably good. David and his team have gone above the call of duty in their help and advice for me and my family I literally couldn’t recommend them more. KBA and David came recommended from a very good friend of mine and I am extremely grateful to him. I would now never use anyone for financial advice other than David.

Have you seen the outcome you were hoping for?

Absolutely David and his team at KBA worked tirelessly to get me the best mortgage, insurances and re organise my pensions.

What could they have done better?

Absolutely nothing. If they say they will do something it’s a guarantee they will do it. You can’t put a price on their professionalism and their fees are very fair.

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

mortgage

How has David Parkinson helped you?

arranged mortgage efficiently

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nil

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

Needed a mortgage to buy my first home

How has David Parkinson helped you?

Talked me through mortgage options and explained differences

Have you seen the outcome you were hoping for?

Yes

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

We were looking to move house so wanted advice on mortgages and life insurance

How has David Parkinson helped you?

Dave was able to help us understand our options and secure us a really fantastic mortgage deal

Have you seen the outcome you were hoping for?

Absolutely! Dave's advice has been superb

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

Seeking the best deal

How has David Parkinson helped you?

I achieved a good deal. Dave communicated well with me.

Have you seen the outcome you were hoping for?

Yes, full funds, good rate

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

We have worked with David for a number of years whilst we built a property portfolio. Highly recomend the service and David has always achevied our goals.

How has David Parkinson helped you?

David has helped us build our property portfolio.

Have you seen the outcome you were hoping for?

We have seen a brilliant outcome everytime we have made a house purchase and also received great personal insurace advice to give us pease of mind.

What could they have done better?

Dont think David could have done better, he has always achevied everything we have asked of him.

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

We have used David's company for 2 house moves

How has David Parkinson helped you?

He helped us find the best deals and Jane kept us up to date with any updates

Have you seen the outcome you were hoping for?

Yes, both times we received great advice and the best deals on mortgages

What could they have done better?

I think they did everything they needed to

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

I wanted to remortgage a property.

How has David Parkinson helped you?

He has sourced a great mortgage deal and guided me through the application process from start to finish.

Have you seen the outcome you were hoping for?

Yes, everything went perfect.

What could they have done better?

Nothing

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

Re-mortgage

How has David Parkinson helped you?

David was very helpful throughout the whole process.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

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

Re mortgage and transfer of equity

How has David Parkinson helped you?

He was very patient with me. He explained everything very clearly and gave me all my options. David and the team were in touch throughout the process and always happy to help. Thank you so much for making the process so stress free ?

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

My existing Mortgage was coming to the end of its term and I needed advice regarding this.

How has David Parkinson helped you?

I had tried to extend the term with my existing lenders but they were unable to help or even understand what I wanted to do. It was quite complicated as it involved 2 properties but within our initial phone call David knew exactly what to do And understood the situation immediately.It was so refreshing to speak to someone so professional and helpful.

Have you seen the outcome you were hoping for?

Yes, I’m very happy with the outcome thanks

What could they have done better?

Nothing he was a great help.

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

Re mortgage our house

How has David Parkinson helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, he made the whole process very easy to understand. Completely stress free

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

I wanted to remortgage.

How has David Parkinson helped you?

He secured a mortgage offer that more than suits my requirements.

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing

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

I needed to review my mortgage.

How has David Parkinson helped you?

He has secured me a mortgage that suits all my requirements. He has kept me in touch and upto speed every step of the way in a professional and personal friendly manner.

Have you seen the outcome you were hoping for?

Most definitely, really pleased with my new product.

What could they have done better?

Absolutely nothing.

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

I needed advise on what was the best route to take and David came very highly recommended

How has David Parkinson helped you?

He has helped from the first minute to the last with his calmness and honesty especially when i was getting worried about things

Have you seen the outcome you were hoping for?

Yes 100%

What could they have done better?

nothing

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

Buy to let properties and purchase for our own home. Dave also sourced life insurance for the property we own.

How has David Parkinson helped you?

Dave found us the right mortgage that suited our needs.

Have you seen the outcome you were hoping for?

Yes without a doubt.

What could they have done better?

Dave is very thorough, we can't suggest anything that could be done any better than he has done. We are always grateful and we recommend Dave to a lot of people.

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

To look for support in purchasing our first house. We wanted some advice financially and also assistance to make the process easier, save on time and to make sure we made the right decision in finding the best mortgage offer for us.

How has David Parkinson helped you?

David helped by making the process as easy as possible. He was always contactable, he explained all the process' and options in the amount of detail that was required by us. We were shown multiple options and David's experience and advice helped simplify some of the more complicated aspects of the process and gave us confidence that we were choosing the correct mortgage and how we could benefit the most from it meaning we got the right mortgage for us.

Have you seen the outcome you were hoping for?

Yes, definitely. The customer service from David was superb. We always felt comfortable whether contacting via phone or e-mail along with speaking to David's assistant if he was on annual leave etc. We're happy with our final decision and even when obstacles arose David was quick to rectify and find solutions allowing us to be able to complete our mortgage applications in a more than timely manner meaning we could find a house in a really quick timescale.

What could they have done better?

We've really struggled to find some constructive criticism for David and his team, we were more than happy with our experience.

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

First time buyer, subsequent re-mortgage

How has David Parkinson helped you?

Intially went with Dave for my first mortgage 15 years ago. Dave provided advice throughout this time and then when I purchased my next home I did approach other advisors but I found Dave provided me with a better overall picture and bring a client he tailored the advice to suit me and my current circumstances.

Have you seen the outcome you were hoping for?

Yes, I obtained q good mortgage and I'm just waiting for the house purchase to go through

What could they have done better?

Honestly no, Dave has always been responsive and provided sound advice

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

I wanted professional help

How has David Parkinson helped you?

He helps by giving sound advice and taking away the stress of doing everything myself

Have you seen the outcome you were hoping for?

Yes. It’s good because i trust him

What could they have done better?

Nothing I don’t think

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

As most people these days we have a very busy life. We needed an advisor with integrity and experience.

How has David Parkinson helped you?

Mortgage advise and setting up the right deal for our circumstances. Pension advise ongoing.

Have you seen the outcome you were hoping for?

So far so good and David is always very astute and helpful when the need be.

What could they have done better?

Nothing.

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

Changing mortgage

How has David Parkinson helped you?

David provided us with the best options available on the market that suited our budget and was always on hand to help if we had any queries

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. He just got on with everything and let’s us know what he needed.

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

Purchasing a property as a first time buyer

How has David Parkinson helped you?

I approached Dave to help me find a mortgage and provide advice on buying my first home. Having helped a family member previously he came highly recommended and did not disappoint. He has also helped to educate me in areas I had no idea of and provided the best advice to protect both my mortgage and my income.

Have you seen the outcome you were hoping for?

I believe I have got the best outcome possible and the reason for this is Dave. I cannot thank him enough for providing a service with my best interests at heart. At all stages of the process I was kept informed and was never left waiting for a 'response' or an 'update'. Both Dave and Jane were extremely helpful during my journey and I look forward to using their services for many years to come.

What could they have done better?

Absolutely nothing. The process was seamless.

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

To help me with my Mortgage

How has David Parkinson helped you?

He helped me with a great deal on my mortgage, he helped me with all my enquires and also helped me find the best life insurance.

Have you seen the outcome you were hoping for?

Yes! David and his team were great. They helped me with every enquiry. I am a first time buyer and they made the whole process stress free! They explained everything and helped me make the best decisions.

What could they have done better?

In my opinion, they did an amazing job. I don't feel like there was anything missing from their service.

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

Wished to retire early at age 56.

How has David Parkinson helped you?

Gave superb and excellent advice on the best way forward for my wife and I to take early retirement.

Have you seen the outcome you were hoping for?

Ten fold. Far beyond our expectations.

What could they have done better?

Absolutely nothing. We couldn’t be happier with the quality of service provided.

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

Wanted the best mortgage advice and later pension transfer advice.

How has David Parkinson helped you?

The fact that David was never a pushy type of advisor, he always was there to answer any questions when asked. Always honest with me and my wife.

Have you seen the outcome you were hoping for?

David did his very best to get us the best outcome possible.

What could they have done better?

I feel that David is a good friend now as well as my financial advisor, I always recommend him to other close friends as I know he will work hard to get the best results for them. I have recently passed on his number to a friend who was asking about his services.

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

I had previously struggled to find someone to help and David got straight to the point about the options available to me and gave me the choices to help me make my decision

How has David Parkinson helped you?

See above

Have you seen the outcome you were hoping for?

Yes

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

Pensions seemed complex. Plus needed mortgage advice.

How has David Parkinson helped you?

Dave was great. Sorted our needs quickly, explained everything in lay mans terms and was always available for queries.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Not much.

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

I had money to invest

How has David Parkinson helped you?

He helped me to find the most tax efficient savings account within my attitude to risk

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I was more than happy with Davids Adivice

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

Had savings i wanted to invest.

How has David Parkinson helped you?

Took me through the risk and took me through a financial assessment, and gave me a information pack that explained everything.

Have you seen the outcome you were hoping for?

At the moment yes

What could they have done better?

With the pandemic and restrictions he could not have done a better job.

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

Help with investment

How has David Parkinson helped you?

Discussed my mum’s investment told me how it was performing and gave me advice

Have you seen the outcome you were hoping for?

Yes

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

Remortgage

How has David Parkinson helped you?

Found best rate mortgage, helped find adequate insurance and finance advise

Have you seen the outcome you were hoping for?

Yes fantastic

What could they have done better?

None

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

We needed to remortgage some buy to lets.

How has David Parkinson helped you?

By arranging them.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, very happy.

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

We were only young and needed to plan for a future

How has David Parkinson helped you?

Helped us right from the beginning through to the end. Helped amalgamate various pensions before moving to Spain

Have you seen the outcome you were hoping for?

Yes very pleased

What could they have done better?

David and his company are very trust worthy, up to date with covid restrictions. Go above and beyond there expectations.

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

House move and recieved money for investment

How has David Parkinson helped you?

Found us the best mortgage available for us. Advised us which risk category regarding savings

Have you seen the outcome you were hoping for?

Yes. We bought our home. Savings have been up and down but have bounced back and Dave gave us some great advice.

What could they have done better?

No