David's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 61 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 26 )
Auto Enrolment ( 1 )
Investments and Savings ( 55 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 21 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 19 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 18 )
£200k - £500k ( 10 )
£100k - £200k ( 8 )
£50k - 100k ( 4 )
Up to £50k ( 7 )
Review
by a verified client in Essex
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Ongoing
How has David Grant helped you?
Provided information and advice and various options to me
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Fees are expensive
Review
by a verified client in London
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Company pension adviser
How has David Grant helped you?
David has been helping me based on my personal circumstances
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
More products
Review
by a verified client in London
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning
How has David Grant helped you?
Very personable approach and patient and professional.
Have you seen the outcome you were hoping for?
Early to tell but I have a plan which feels good.
What could they have done better?
Not sure
Review
by a verified client in Surrey
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a client of David's for many years. His care and advice are a regular part of my ongoing financial planning.
How has David Grant helped you?
David has looked at my family circumstances holistically and has given great advice for our current situation and for future generations.
Have you seen the outcome you were hoping for?
Unless Rachel Reeves completely changes the economic landscape then yes I have seen the outcome I hoped for.
What could they have done better?
Nothing. David is thorough, considerate and client focused.
Review
by a verified client in London
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I first sought advice when I divorced 18 years ago initially for investment advice and pension planning.
How has David Grant helped you?
David has been a close and trusted advisor for 18 years seeing me through every step of the way up to my retirement this year. He has always been on hand when needed but over the last couple of years in particular he has gone the extra mile to help plan for my retirement and income stream
Have you seen the outcome you were hoping for?
Yes absolutely - he has been a consistent support and has given practical and realistic advice and helped navigate great returns over the long term.
What could they have done better?
I can't think of anything!!