David Boyce

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

I had moved to the area to retire and after refurbishing my home, I wanted to contact a financial adviser to help me with an investment strategy.

How has David Boyce helped you?

David really sought to understand my individual requirements. He then came back with an investment proposal to meet my individual goals. His professional advice was broader than investment and he made me aware of tax implications, the importance of having an up to date Will and Power of Attorney, in place. He offers a very bespoke financial planning service.

Have you seen the outcome you were hoping for?

Absolutely, I have updated my personal affairs and the investment strategy put in place is performing above industry standards.

What could they have done better?

Nothing! Every proposal and decision made is confirmed writing. David is always available in between reviews.

Please provide a brief comment about your experience with David

David has provided me with thoughtful, well-considered, and detailed expert advice. I highly recommend his services.

This review is a follow-up review from a client who left a review previously.

How has David Boyce helped you since your last review?

Continued to manage my pension pots

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

I was dissatisfied with my current adviser

How has David Boyce helped you?

David has diligently helped me look after my own financial affairs and those of my elderly mother, over several years. His advice is always thoroughly researched, clear, and pragmatic. His follow-up actions are timely and efficient. He is consistently available when I need to ask a question, and I feel that our financial affairs are as safe in his hands as they can possibly be. Before I met David, I chopped and changed my advisers frequently, but now I no longer need to. He is also a fine and personable man.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. I am entirely content with David's services

This review is a follow-up review from a client who left a review previously.

How has David Boyce helped you since your last review?

He continues to give me guidance and advice in all financial matters