David's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 9 )
Pensions ( 40 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 41 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 4 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 5 )
£100k - £200k ( 2 )
Up to £50k ( 12 )
£50k - 100k ( 7 )
Review
by a verified client in London
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Not happy with previous service
How has David Chew helped you?
Advised me on best course of action and what he could provide
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
David:
Many thanks for your review, it is appreciated.Review
by a verified client in Essex
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Naturally i seek the best advice on how to handle my money.
How has David Chew helped you?
David has always given me sound advice and is regularly in contact with me when he feels my pension portfolio can be improved upon.
Have you seen the outcome you were hoping for?
Yes, currently i am very happy, especially given the difficult circumstances we currently are living in.
David:
Your comments mean a lot, many thanks.Review
by a verified client in Essex
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice was required in how to manage our future income
How has David Chew helped you?
David was very thorough in helping us to take the right direction
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
We’re pleased with David’s help and advice throughout
David:
Thank you for your comments, they are greatly appreciated.Review
by a verified client in Essex
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To ensure a sound and appropriate decision
How has David Chew helped you?
To guide towards achieving sound and appropriate decision with investments etc
Have you seen the outcome you were hoping for?
Yes and no , depending on the fluctuations in the market at a given period
What could they have done better?
Not very much under the circumstances.
David:
Many thanks for your comments, they are greatly appreciated.Review
by a verified client in Suffolk
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to seek advise on pensions as they were under performing and at risk
How has David Chew helped you?
David gave me advise on how to invest and use my pensions to get the best performance, he proactively manages them effectively for me and will advise if a fund needs switching due to showing signs of low performance
Have you seen the outcome you were hoping for?
Far exceeded my expectations and return has far out stripped where they were currently sat and under performing due to lack of proper fund management, the pensions that I had and were amalgamated by David. Annual return has been far better than I could have expected
What could they have done better?
David and his company were very professional, I cannot fault the service that they provide and can highly recommend them. Faultless experience which I find hard to improve
David:
Many thanks for your comments, they are greatly appreicated.