David Parkinson

David Parkinson

KBA FS Limited

David's reviews

Reviewed for

Insurance and Protection ( 21 )

Mortgages ( 52 )

Pensions ( 27 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 14 )

Investments and Savings ( 19 )

Pension Transfers - Non Specialist ( 9 )

Inheritance Planning ( 3 )

Long Term Care ( 5 )

Pension Transfers - Specialist ( 10 )

Financial Planning ( 6 )

Financial Mentoring ( 2 )

Reviewers' assets

£500k+ ( 5 )

£200k - £500k ( 4 )

£100k - £200k ( 6 )

£50k - 100k ( 7 )

Up to £50k ( 20 )

Review

by a verified client in Merseyside

7 days ago

Overall

Advice

Service

Value

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

Mortgage renewal time

How has David Parkinson helped you?

Saved me time looking for the best deal for me

Have you seen the outcome you were hoping for?

As expected

What could they have done better?

Na

David:

Hi Paul, thank you for the kind words in your review. It was a pleasure.
Review

by a verified client in Lancashire

2 months ago

Overall

Advice

Value

Service

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

To put all my pensions together.

How has David Parkinson helped you?

His advice and help to sort out my pensions has been invaluable. He is such a brilliant advisor and person.

Have you seen the outcome you were hoping for?

100%. Everything David did was perfect.

What could they have done better?

No, he sorted everything I needed.

David:

Hi Mark, thank you so much for your review. It was an absolute pleasure helping you amalgamate your pensions. Dave
Review

by a verified client in Manchester

3 months ago

Overall

Advice

Service

Value

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

Looking to purchase a house

How has David Parkinson helped you?

David and his team helped me at each step along the process.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, all was perfect.

David:

Hi Fin, it's been an absolute pleasure arranging your first mortgage. We can discuss protection again in the new year and I will remind you how I get paid for my services. All the very best wishes. Dave
Review

by a verified client in Manchester

5 months ago

Overall

Advice

Service

Value

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

David:

Thank you Steve. It is always a please helping you and Mavis when you need financial advice.
Review

by a verified client in Manchester

5 months ago

Overall

Advice

Service

Value

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

David:

Hi Emma and Nick thank you so much for your kind words. As always it has been an absolute pleasure helping you with your mortgage decisions. Dave