Daniel Schofield

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

I was concerned that my mother had not properly considered her IHT position and self-investing was becoming too onerous for her

How has Daniel Schofield helped you?

Daniel came up with clear proposal to mitigate my mother's IHT exposure, communicated it clearly and effectively to all involved and executed it efficiently.

Have you seen the outcome you were hoping for?

Sadly my mother died earlier this year (within 7 years of Daniel's involvement) but the actions he put in place have significantly reduced the IHT liability on her estate.

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

Annual review & on going advice

How has Daniel Schofield helped you?

Very helpful

Have you seen the outcome you were hoping for?

Overall yes

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

I don't have a very good understanding of investments, pensions, etc

How has Daniel Schofield helped you?

Helped very much with preparing for retirement

Have you seen the outcome you were hoping for?

Yes, very much so

What could they have done better?

Nothing

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

Financial advice for the future

How has Daniel Schofield helped you?

Enormously,. Advice and support over the last 15 + years. Help with short, medium and long term planning.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of.

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

desire to reinvest for growth in SIPP and ISAs

How has Daniel Schofield helped you?

Excellent professional advice

Have you seen the outcome you were hoping for?

Not quite but unusual global circumstances since 2022

What could they have done better?

Not much