David Stealey

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

Managing accounts as power of attorney

How has David Stealey helped you?

Investments to provide what we needed in short and medium term

Have you seen the outcome you were hoping for?

Yes

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

Management of Father's estate

How has David Stealey helped you?

To provide funds for care.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Don't know

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

Prepare for future

How has David Stealey helped you?

Ongoing support and advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

NA

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

I was looking to invest savings longer term and make my pension contributions more tax efficient.

How has David Stealey helped you?

David has spent a great deal of time carefully explaining how different investments work and assessing what the best investment options are for me. He explained everything in a way that I understood. David was also very responsive to my questions, and was flexible when I needed to make changes to my investment levels. He's warm and friendly which made the whole process smooth and enjoyable.

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?

Retirement Planning

How has David Stealey helped you?

Pension and Investment Advice

Have you seen the outcome you were hoping for?

Still in progress

What could they have done better?

Nothing

Please provide a brief comment about your experience with David

A useful initial chat.

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

I am planning to retire within the next 12-24 months and I needed advice on the best way to invest my pension money, currently held in a contributory fund between me and my company.

How has David Stealey helped you?

Put our minds at rest about retiring and the income we would have.

Have you seen the outcome you were hoping for?

Definitely, David reviewed our financial situation, discussed what we would like for our future and provided appropriate advice.

What could they have done better?

Probably been slightly more pro active but due to circumstances we were unavailable for for some time.

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

Initial pension planning and investment advice

How has David Stealey helped you?

He has helped me to manage my own financial matters with confidence. He gave excellent advice and support to myself and my siblings in dealing with investment and subsequent inheritance matters for my parents.

Have you seen the outcome you were hoping for?

Yes

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

Planning for retirement and better informed financial security

How has David Stealey helped you?

Dave has helped me to feel more secure and informed about my retirement plans, as a result enabling me to move forward with my life changes more confidently

Have you seen the outcome you were hoping for?

Yes. Dave is a very good communicator and gives clear and easily understandable advice and options. He also creates a friendly and stress free atmosphere and is regularly accessible.

What could they have done better?

Nothing

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

I wanted to get some advice on personal pension planning.

How has David Stealey helped you?

Dave has used his extensive knowledge of the different financial products available to guide me in my decision making.

Have you seen the outcome you were hoping for?

Yes - I now have a far better understanding of the retirement options I have.

What could they have done better?

Nothing.

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

I was looking for a better value advisor with the same level of service. I found this in David and his team.

How has David Stealey helped you?

David has found ways to make the best of a tough market like. For example, by ensuring I keep topping up my minimum pension contributions to ensure I still get the 20% tax relief.

Have you seen the outcome you were hoping for?

Not really! More because of the market conditions than David's advice. My investments have gone down in value against a time of high inflation too.

Please provide a brief comment about your experience with David

Very helpful. Gave me useful, specific information. Thanks to David for the appointment.

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

I'm approaching pension age and wanted to look into the best options for me.

How has David Stealey helped you?

David has put together a plan for me and advised on how to optimise the various pots of money that I have in different schemes.

Have you seen the outcome you were hoping for?

Yes - I think so.

What could they have done better?

I haven't found anything to criticise or think that it could have been done better. Service has been quick and professional.

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

Retirement age

How has David Stealey helped you?

Brought to my attention things that I was not aware of

Have you seen the outcome you were hoping for?

No

What could they have done better?

Don't know

Please provide a brief comment about your experience with David

I spoke to David about later life care for my mum. He gave me good advice and details if solicitors specialising in this field. He made me feel very comfortable and was empathetic to the situation. As a result I will be returning to use the services discussed.

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

Looking at pension

How has David Stealey helped you?

David had always been very clear in options and had given great advice

Have you seen the outcome you were hoping for?

Yes

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

Returning from the US and having to navigate the new pension tax rules and implications as well as gaining insights into fonancial investment plans for the future

How has David Stealey helped you?

Dave has been extremely approachable and able to explain the rules, regulations and impacts to me. No question is too simple and he doesn’t judge my lack of knowledge or understanding which means I am able to trust him and know he is looking out for my best interest. He is proactive in contacting me about changes and offering up a variety of option to help me make an informed decision about my investments.

Have you seen the outcome you were hoping for?

Yes

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

To manage and plan for the future

How has David Stealey helped you?

Setting up a pension

Have you seen the outcome you were hoping for?

In time I will

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

needed help

How has David Stealey helped you?

in all things financial

Have you seen the outcome you were hoping for?

yes

What could they have done better?

just need more of him in my life

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

A number of age old pensions which needed amalgamating into one.

How has David Stealey helped you?

Advised on best course of action and executed successfully.

Have you seen the outcome you were hoping for?

Yes

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

Long term financial planning

How has David Stealey helped you?

David has helped us in a number of areas including our recent remortgage and with pensions advice.

Have you seen the outcome you were hoping for?

So far so good!

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

Retirement.

How has David Stealey helped you?

Good basic and specialist financial advice, given with clarity and patience in explains the financial areas we may not be conversant with.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

More than satisfied with advice given.

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

Advice needed regarding practical and financial implications of my wife's deteriorating health.

How has David Stealey helped you?

He demonstrated comprehensive knowledge/experience advice and thoughtful understanding.

Have you seen the outcome you were hoping for?

Still ongoing.

What could they have done better?

I was well pleased with his help, after just one meeting.

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

Help with my company pension

How has David Stealey helped you?

Dave and his staff have been very helpful regarding helping to go in the right direction with my pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing ,everthing had worked out as ive been advised

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

I required a mortgage and David made the entire process so easy and stress free, he also got me an excellent interest rate. For this reason I have stayed with David for 7 years.

How has David Stealey helped you?

He was patients, explained the process and procedures so I was fully aware of what can sometimes seem a very daunting process.

Have you seen the outcome you were hoping for?

Yes excellent interest rates and confidence in what I am agreeing to.

What could they have done better?

NA

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

I had £50,000 in the bank and I was unsure what to do with it

How has David Stealey helped you?

He helped me invest my money for a 5 year term and explained everything to me.

Have you seen the outcome you were hoping for?

I tend not to look at it too often but I'm happy with the progress so far.

What could they have done better?

I'm totally happy with their service and hope to be investing with them at the end of the year

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

David was engaged to look after my parents in law finances, I was impressed with the professional services, and decided to instruct him to look after mine.

How has David Stealey helped you?

Good discussions, and analysis of my assets and my expectations for future investment funds that have been set up

Have you seen the outcome you were hoping for?

Yes, the funds have been set up efficiently, with support from David and his staff.

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

I was being charged for uncompleted services and in addition over-charged by my former financial advisors. My old advisors were not fulfilling their contractual duties and their costs were high. Upon my dissatisfaction I sought advice from Mr Stealey and other local financial advisors. I transferred my portfolio to Mr Stealey who satisfied my future needs with a fee structure that is very competitive.

How has David Stealey helped you?

Mr Stealey provided guidance, advice on my legal rights under financial authority rules and regulations. His help recuperate a large percentage of fees from my old advisors. In addition, Mr Stealey's fee structure is very competitive saving me considerably on annual fees and costs.

Have you seen the outcome you were hoping for?

Yes, regaining lost fees from my previous financial advisors and on-going lower professional fees and costs. In addition communication and advise is concise and prompt.

What could they have done better?

Nothing, I am very satisfied with Mr Stealey. He is professional, qualified and experienced in his field. No issues to report.

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

When we took over Power of Attorney for my parents, we needed to understand how best to utilise their savings to provide a monthly income in addition to pensions to pay for nursing home fees, first for my father and then for my mother.

How has David Stealey helped you?

We had several meetings with David to understand the role of a financial advisor and discuss our options. After appointing David to act, he has rearranged the various investments and savings, moving them from legacy investments to actively managed investments. David has also provided advice on inheritance tax planning.

Have you seen the outcome you were hoping for?

We have seen the investment value maintained and increased despite drawing down monthly income to help towards the cost of nursing home fees. We have regular meetings to manage any changes.

What could they have done better?

We have been pleased with all the contact with David and his staff who always very helpful.

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

I wanted to consolidate my various cash-pot mortgages and get advice on potentially cashing in a defined benefit pension.

How has David Stealey helped you?

David asked good questions to understand what I want to get out of life, and also understand my attitude to risk. With this information he has set up a consolidated pot which is performing well, and also gave me very good advice with regard to the prospect of transfering a defined Benefit Pension.

Have you seen the outcome you were hoping for?

Yes. My consolidated pension is performing well, and I understand the risks of cashing in a defined benefit pension, and how the pension grows in value in the years prior to my pensionable age.

What could they have done better?

I'm not really sure. I came into this with two prime objectives and David has assisted in providing me good outcomes in both.

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

Unhappy with current pension advisor and also had some investments to consider on the private side and on my business side I wanted help and advice with succession planning and "Key personnel" insurance

How has David Stealey helped you?

He provided very useful advice and was extremely knowledgeable and professional - his explanation of products was very clear, easy to understand and showed he has an extensive knowledge of his profession and is obviously very experienced and up-to-date with all current issues and trends within the pension and financial markets

Have you seen the outcome you were hoping for?

Yes - I have now entrusted my personal pension into his care and guidance and are continuing to explore other products and services

What could they have done better?

I don't think they could have done anything better - the service has been first-class, very attentive, efficient and professional throughout

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

We have been with dave since 1993 , when he arranged our first mortgage , critical life insurance and home insurance when we first moved to wales .

How has David Stealey helped you?

As above

Have you seen the outcome you were hoping for?

Dave has definitely advised us well over the allowing us to retire early at the age of 58 .

What could they have done better?

Nothing

Please provide a brief comment about your experience with David

David was very clear in everything he put across on what is a very complicated matter. They have also been very helpful in a complicated handover matter from another Company

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

I had various pensions that I believed to be underperforming and with expensive charges. I had been meaning to look into acting on it for quite a while and looked at VouchedFor to find someone highly recommended.

How has David Stealey helped you?

David first rang me and extracted as much information from me as possible, to enable him to know my circumstances and wishes. As this was in the middle of the first Covid lockdown, we then had a couple of Zoom meeting where he had put together a plan and could show me this through a presentation and explained everything. He was very understanding in having to go over things repeatedly as I either didn't understand or had forgotten. Pensions are very confusing but David was great at explaining in lay-mans terms for me.

Have you seen the outcome you were hoping for?

I am very happy with what David has done for me, but obviously it is far too early to see the full benefits.

What could they have done better?

Considering everything was done in lockdown it's hard to say that anything could have been done better.

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

Moving from previous advisor of 15 years

How has David Stealey helped you?

Clear, concise advice in a friendly understandable manner

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?

I was looking for an IFA based locally in South Wales who could help with investments and financial planning. Romilly Associates, and specifically David Stealey, were recommended by another client who had used David's services for many years.

How has David Stealey helped you?

David set up an investment portfolio for me and my family which has grown steadily over the last decade, consistently outperforming the market.

Have you seen the outcome you were hoping for?

Yes. Overall, returns have far exceeded expectations.

What could they have done better?

Nothing. David is accessible, professional and very good at what he does.

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

Was of retirement age and needed advice on several private pension pots I had.

How has David Stealey helped you?

He advised on the options available to me and then guided me through making an informed choice

Have you seen the outcome you were hoping for?

Too soon to tell

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

Initially through a company of solicitors who use Romilly Finance and we now use David Stealey independently.

How has David Stealey helped you?

Following a thorough risk assessment of my attitude to investing David Stealey has advised how to invest monies and naturally capitalise on tax exemption and how best to reduce other tax costs to a minimum.

Have you seen the outcome you were hoping for?

To date I remain confident I have made appropriate and informed decisions based on listening to David Stealey and asking questions to ensure clarification when uncertain.

What could they have done better?

To date I am more than satisfied with the advice and service given.

Please provide a brief comment about your experience with David

Considering Short Term Mortgage/ Bridging Loan. Sound advice given clearly in my best interest ( a potential customer)

Please provide a brief comment about your experience with David

Julie and Marcus were very professional, and helpful. They know their area of expertise well, and would recommend them

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

I wanted to combine two pension pots & needed professional help .

How has David Stealey helped you?

David was excellent in transferring my pensions into one & explained everything during the process brilliantly ,and in a way that I could understand. I have asked his advice on a number of occasions and he always deals with any queries in a professional and friendly manner.

Have you seen the outcome you were hoping for?

Yes , David transferred my pensions into a provider that offered more diversification, and my pension has increased.

What could they have done better?

Truthfully can’t think of anything.

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

To deal with my elderly parents’ finances when they needed to go into a care home.

How has David Stealey helped you?

He advised about the best way to proceed, following the sale of their home, in terms of making their money work for them to pay care home fees.

Have you seen the outcome you were hoping for?

Yes. Very much so. The money paid for their care and also meant that me, and my three sisters, had some inheritance from them. This would have made my dad in particular very happy. I subsequently have used David as my financial adviser to invest this money as I was very happy with how he dealt with my parents affairs.

What could they have done better?

I honestly couldn’t fault David’s advice nor his handling of my parents finances.

Please provide a brief comment about your experience with David

Great experience and honest advice.

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

With impending retirement, I needed to understand relatively complex pension consolidation options, with a view to receiving sustainable and tax-efficient income in retirement. This applied to both myself and my wife. Larger organisations had wasted lots of my time without producing anything of merit; several had wasted my monies on poor investments. I was looking for someone who wanted to work with and for me - in my interests.

How has David Stealey helped you?

David took on board my needs quickly and efficiently. He came up with outline options and models to inform my decision-making process, and re-assured me on past and current performance of his recommended paths. He has guided and managed the consolidation and re-investment of 10+ pension and investment pots - and we are now receiving our target tax-efficient incomes.

Have you seen the outcome you were hoping for?

Yes - current performance (in VERY turbulent Covid-times) is ahead of expectation, and better than our previous investments. Happy so far - long may it continue!

What could they have done better?

No obvious suggestions; we have felt informed, supported and valued throughout the process (which took several months from start to finish, due to the range of previous pots needing to be analysed and moved). As always, regular and personal communication is key, and David and his team are always there when/if you need them.

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

Following the death of my father in 2015 I needed advice on the best way to manage estate funds

How has David Stealey helped you?

He advised me on long term and short term investment plans, the type of risks involved and how I could plan for inheritance tax

Have you seen the outcome you were hoping for?

Yes, most definitely - the investments have grown and I have been secure in the knowledge that the risks have been manageable

What could they have done better?

I honestly can't think of anything - David is a very approachable and down to earth adviser who speaks in plain English for those who aren't familiar with the financial world; he also provides regular reviews and updates and is always available to chat or meet up.

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

I had savings that I wanted to invest as interest rates in the banks were so poor

How has David Stealey helped you?

He provided with me guidance and advice that made eased any fears I had. He explained everything so that I understood how it all worked and knew exactly what outcome I would be getting. He gave me a variety of options that he felt would suit my risk character after ensuring a thorough study of my risk profile and also making sure that I felt comfortable with the choices I had made. He provided me with not just a service but with an actual relationship with someone I trust implicitly due to his outstanding expertise in his field and his kind and friendly manner.

Have you seen the outcome you were hoping for?

I have had results that I never even imagined possible. My portfolio is soaring and I can only say I wish I had gone to see David and taken his advice many many years ago.

What could they have done better?

There is absolutely nothing else David could have done better as he always goes above and beyond to ensure 100% customer satisfaction. An excellent financial adviser. I did not even know Vouched For existed and chose David based solely on word of mouth as his reputation precedes him and rightly so

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

I wanted to clarify and simplify my finances

How has David Stealey helped you?

He reviewed all the policies and savings I had and came up with some options on how I could do things better

Have you seen the outcome you were hoping for?

Yes, I'm very happy my position is now clearer

What could they have done better?

I had a few glitches getting access to Transact - probably not David's fault but I would like to think the issues have been discussed between him and them

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

Transfer of 3 private pensions into one pot

How has David Stealey helped you?

Was facing constant roadblocks to accessing multiple pension pots in order to transfer them into one place & was panicking; I thought I could do it myself but i couldnt. David reassured me that it was possible and guided me professionally through my options and took over managing the whole process. Despite complications, David successfully chased them all down and i realise i could never have done it without him. He took all the pain out of the process and managed it for me; he listened carefully and patiently to my problems and he resolved them with reassurance and positivity. He is a consumate professional, trustworthy and provides an impeccable service.

Have you seen the outcome you were hoping for?

Yes absolutely satisfied with the service and forever grateful. All my pension funds were transferred into one pot and David provided guidance as to where to put them and how would be best to manage them. Its a great weight lifted off my shoulders.

What could they have done better?

I honestly cant think of anything!

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

How has David Stealey helped you since your last review?

Providing ongoing support and advice.

Please provide a brief comment about your experience with David

An honest opinion, with clear details and a friendly approach

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

How has David Stealey helped you since your last review?

David has advised on long term investment and inheritance tax planning.

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

How has David Stealey helped you since your last review?

But to Let Mortgage advice

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

How has David Stealey helped you since your last review?

This our first review. We met Mr. Stealey on only one very satisfactory occasion.

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

How has David Stealey helped you since your last review?

David and his team have been excellent in securing services for us. We have used their services each time our mortgage renewal has been due and for Insurance to ensure we are gaining the best product and return. More recently we have explored inheritance with him and he was excellent at guiding us and giving advise based on his broad knowledge. We will continue to use his services for any financial/insurance or investments as and when they arise.

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

Money to transfer for a pension

How has David Stealey helped you?

Worked out what type of risk I was happy to be putting the money in, an deciding on the right company and sorting out the transfer

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Satisfied with all the service provided

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

As I was nearing my retirement, I wanted sound advice on my pension options as well as post retirement financial advice and investments. My son was also due to start university and I wanted to look at investing in property.

How has David Stealey helped you?

David overhauled all my current assets and investments. These have since been streamlined and actively managed for optimum returns. David was also able to help us decide on the best way to invest in property taking into account inheritance planning.

Have you seen the outcome you were hoping for?

Most definitely.

What could they have done better?

I'm not sure he could have. David has always been available, generous with his time and makes great efforts to ensure we are clear about his advice and suggestions. He is extremely approachable, friendly, courteous, genuine and knowledgeable. Financial planning is not something I find easy to grasp and I still struggle at times but David does have a knack at explaining at a level which is understandable.

Please provide a brief comment about your experience with David

David was extremely professional, approachable and helped to clarify financial questions I had.

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

Legacy investments from late husband long overdue for review.

How has David Stealey helped you?

Reviewed finances, provided advice and arranged transfer of some existing investments to products more suitable for my circumstances and time of life.

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 a mortgage

How has David Stealey helped you?

From an initial mortgage we took advice on life assurance followed by investments and then finally pension advice

Have you seen the outcome you were hoping for?

Yes

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

On leaving employment and becoming freelance I needed to take control of my own pension funds and financial planning.

How has David Stealey helped you?

David and his team have advised and managed my Pension and also helped with mortgages facilities for my wife when we decided to move. Regular review meetings help me stay in touch with my investment

Have you seen the outcome you were hoping for?

The flexibility achieved with having a financial advisor handling things for me has been exactly what I needed

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

The need for unbiased, sound advice in managing our portfolio as we enter the later stages of our journey.

How has David Stealey helped you?

Expert advice with clear explanations of technical terms as well as comparing various options. Readily available as are the rest of the team.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

So far, unable to criticise and I do not expect that to change in future.

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

I was looking for a mortgage to buy my first home.

How has David Stealey helped you?

He advised what type of mortgage I should go for.

Have you seen the outcome you were hoping for?

Yes, I obtained the mortgage and purchased my first home.

What could they have done better?

Nothing, he was great.

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

I sought advice from David around pensions and long term investment planning

How has David Stealey helped you?

David helped me with all of the above as well as providing advice around investment strategies and financial planning.

Have you seen the outcome you were hoping for?

I have gleaned some benefits so far but this is due to our relationship being in its infancy.

What could they have done better?

None. Happy with the advice been given to date.

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

I have had several pensions since I was 18 and wanted to retire as early as possible.

How has David Stealey helped you?

I approached David to assess the feasibility of my plans and he gave me a through, warts and all, report. He showed the benefits and potential pitfalls of several scenarios and helped me to assess the risks in what I wanted to achieve and how to minimise them.

Have you seen the outcome you were hoping for?

So far the outcome has been most satisfactory but I am under on illusion that there are always bumps on the road. I am confident that David has done his best to smooth out these bumps for me.

What could they have done better?

I don't think, David and Romilly Finance could have done more. From initial contact, regular meetings, explaining the costs and answering queries promptly I have no hesitation in recommending their services, I only wish I had done it sooner.

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

I was coming up to retirement and I wanted a local advisor I could talk to face to face.

How has David Stealey helped you?

He has advised me about pensions. Transferring funds from the previous provider, investment with octopus which we didn't know about previously, regular updates on funds.

Have you seen the outcome you were hoping for?

I don't have a definite outcome in mind.

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

The requirement of experienced and knowledgeable advise on Pensions investments and savings

How has David Stealey helped you?

He provided very good and sound advise

Have you seen the outcome you were hoping for?

It's early days, however I am confident of a good outcome with the advise I have been given.

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

I needed advice on how to go about instigating a Pension Sharing Order that had been held up for a long time

How has David Stealey helped you?

David advised on where to invest the Pension and organised the transfer

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am happy with everything

Please provide a brief comment about your experience with David

Excellent experience very pleased

Please provide a brief comment about your experience with David

It was good to spend time with David; he supported us with our short term need and outlined dome support opportunities for the future

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

I have just turned 55 and wanted to take advantage of my 25% tax free entitlement from a frozen pension I had.

How has David Stealey helped you?

David discussed my options and listened to my concerns and pointed out positive and negative points that should be considered carefully.

Have you seen the outcome you were hoping for?

Yes I am very pleased with the advice and guidance provided.

What could they have done better?

I have nothing but praise in the way I was dealt with.

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

I have five different pensions and needed advice on the best options available.

How has David Stealey helped you?

An initial consultation help show David what my goals were. The information I submitted allowed him to come up with options on how this may be achieved. At no time did I feel pressurised and knew that if the pensions were best left where they were he would have told me, as indeed he did with two of them.

Have you seen the outcome you were hoping for?

Yes, David has also emphasised not only the benefits but the risks associated with each plan.

What could they have done better?

Everything from first contact has been timely and professional.

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

Confused at the advice from my pension company.

How has David Stealey helped you?

Sat down with me on a few meetings - thoroughly explained my options for my pension.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No one could or has explained things in a clear and concise way - thank you so much

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

I was looking for help navigating my way to my first mortgage.

How has David Stealey helped you?

David was a fantastic help, he guided me through the different types of mortgage available and which would be best for what I wanted in the long run. He was always available to help, offer advice and made the entire process painless!.

Have you seen the outcome you were hoping for?

Yes! I have moved into my property with a great deal, I'll be using David for any other financial advice I need in the future.

What could they have done better?

I would love to offer some, however there was no room for improvement in the service that I received. David and his team couldn't have done a better job not only helping me get the mortgage I wanted but helping me understand the process.

Please provide a brief comment about your experience with David

helpful and efficient

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

Company final salary pension scheme closed.

How has David Stealey helped you?

Transferred into private scheme.

Have you seen the outcome you were hoping for?

Yes.

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

My wife and I had been thinking through end of life care and found through the internet that David offered advice in this area.

How has David Stealey helped you?

David explained the options open to us, focusing on the financial implications of preparing for possible care packages in the future. He also discussed with us possible scenarios concerning our family and their roles in caring for us in old age.

Have you seen the outcome you were hoping for?

We found the conversation with David Stealey very helpful and enlightening. He clarified a number of critical points for us and gave us what we considered to be professional and impartial advice.

What could they have done better?

A very positive experience all round. No suggestions for improvement.

Please provide a brief comment about your experience with David

I received one phone call advising I was going to be sent an e-mail I never received this, I was asked to obtain documentation which I have but have not been given any further info on where to send it

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

Remortgage.

How has David Stealey helped you?

Helped me find a new mortgage and remove somebody off my previous mortgage. 10/10 customer service, would definitely recommend. Helped me with every single question I had and explained everything to me step by step.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

For my experience there wasn't anything that my financial advisor could have done better

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

We were considering retirement options and future income. Pension statements were somewhat confusing and we wanted some basic advice to provide us with some clarity.

How has David Stealey helped you?

David spoke to us in a clear and easy to understand way. Jargon was kept to a minimum and he explained everything to us as we went along. He is friendly and easy to talk to. In a short space of time we developed a good level of trust in David.

Have you seen the outcome you were hoping for?

Long term outcomes remain to be seen but in the here & now we have been provided with what we wanted and what was discussed.

What could they have done better?

We believe that we received excellent service so it is difficult to provide a suggestion for improvement.

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

Started with Pension Review.

How has David Stealey helped you?

In depth advice of pros & cons of moving my company pension out. Also reviewed existing Nationwide portfolio with view to putting everything under one umbrella.

Have you seen the outcome you were hoping for?

Early days yet, 6 monthly review coming up soon.

What could they have done better?

N/A

Please provide a brief comment about your experience with David

David & Katy have been a fantastic help- thank you!

Please provide a brief comment about your experience with David

Was last to come back to me so too late to use him. Sure he was OK though