Dan's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 45 )
Retirement income (annuities, drawdown) ( 31 )
Investments and Savings ( 29 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 15 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 9 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 10 )
£100k - £200k ( 5 )
Up to £50k ( 2 )
Repeat review
by a verified client in Wiltshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Dan Seal helped you since your last review?
I have now successfully retired based upon Dan's advice
Repeat review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Dan Seal helped you since your last review?
I had an annual review of my pension portfolio with Dan, and has continued to give me sound advise about my retirement plan.
Review
by a verified client in Kent
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our advancing age and wish to do the best for our beneficiaries.
How has Dan Seal helped you?
Dan has has made helpful suggestions re our wills and the use of trusts
Have you seen the outcome you were hoping for?
It all seems satisfactory.
What could they have done better?
We have nothing with which to compare the service we have received from Dan.
Repeat review
by a verified client in London
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Dan Seal helped you since your last review?
Dan is always available to give advice and to act on our behalf. We rely on his professional expertise and help.
Repeat review
by a verified client in Cambridgeshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Dan Seal helped you since your last review?
Discussed progress with investments and Pension. All ok at the moment. All discussed Will arrangements which we need to consider.