David's reviews
Reviewed for
Insurance and Protection ( 24 )
Mortgages ( 56 )
Pensions ( 28 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 19 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 3 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 7 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 5 )
£100k - £200k ( 7 )
£50k - 100k ( 7 )
Up to £50k ( 22 )
Review
by a verified client in Lancashire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to purchase a property.
How has David Parkinson helped you?
David took care of all aspects of our mortgage application from start to finish. He was on hand all the way through to offer advice and guidance. We really can't thank him enough for making something that could have been a really stressful process so much easier.
Have you seen the outcome you were hoping for?
Yes we have completed on the property and are extremely happy.
What could they have done better?
David really couldn't improve on the service he gave us.
David:
Thanks Steve, it was a pleasure. Your review is much appreciated.Review
by a verified client in Manchester
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted advise on putting various pensions in to one pot
How has David Parkinson helped you?
Dave has been very helpful and has put the various pensions in to one pot
Have you seen the outcome you were hoping for?
Yes, things seem to be going in the right direction
David:
Thank you Claire for a very good review. It's always a pleasure.Review
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We are unsure of all the legal terms and David and his team really broke this down for us.
How has David Parkinson helped you?
Providing support and information.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
David:
Hi Tina, thank you for such a good review. A big congratulations on getting the keys to your new home. It is always a pleasure. Dave and JaneReview
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had a very short period of time to put a mortgage in place or risk losing the property we were desperate to get and the mortgage needed to have certain specific requirements to be viable for our circumstances
How has David Parkinson helped you?
He acted extremely quickly, came up with the right product for us and from a provider that we had heard of
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing - extremely happy with the result
David:
Thank you for such a positive review Derek. I hope you are both very happy in your new home.Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our mortgage deal was ending.
How has David Parkinson helped you?
Found a cheaper better deal for us quickly and efficiently.
Have you seen the outcome you were hoping for?
Better than we were expecting
What could they have done better?
Nothing. This was a perfect transaction
David:
Thank you Debbie, so kind of you to provide such a lovely review. Do let me know if you want to look into income protection options however I was under the impression that you and Graham were covered for long term sickness through your employers?