David's reviews
Reviewed for
Insurance and Protection ( 16 )
Mortgages ( 2 )
Pensions ( 45 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 11 )
Auto Enrolment ( 3 )
Investments and Savings ( 31 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 7 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 7 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 5 )
£100k - £200k ( 5 )
Up to £50k ( 9 )
£50k - 100k ( 4 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Repeat review
by a verified client in Hertfordshire
13 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Buckley helped you since your last review?
Increased my portfolio
Repeat review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Buckley helped you since your last review?
Continued assistance in the management of funds to enable my parent to live comfortably in a care home.
Review
by a verified client in Bedfordshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband needed help to amalgamate pensions from previous jobs & investments. Also needed life insurance
How has David Buckley helped you?
David met regularly with my husband to review his investments. David had got me & my husband critical illness cover & life insurance. I am recently widowed. David has dealt with all the different companies to transfer details from my husband to me (as per the will) & been advising me on investments and budgetting, as this is an area I do not understand very well, due to it being something my husband did. He has met with me regularly & been very patient. He has told me the options
Have you seen the outcome you were hoping for?
My husband did with his investments. It is early days for me
What could they have done better?
Nothing
David:
Thankyou Mandy for the review of our services and glad to be of help. Talk very soon. DavidReview
by a verified client in Bedfordshire
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanting to know we have made the right provision for our futures.
How has David Buckley helped you?
Dave has reviewed everything we have in terms of pension provision and given a estimation of what retirement might look like for us. We have amalgamated pensions where appropriate.
Have you seen the outcome you were hoping for?
Yes, I have more peace of mind that we are in a good place and have the right product with the right investments.
What could they have done better?
I was 100% happy.
David:
Thankyou for those kind words Tracy and it was a pleasure working with you on your finances. Talk soon DavidReview
by a verified client in Leicestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have worked with David for over 10 years
How has David Buckley helped you?
Dave has helped me to find offshore investment funds, plus pension funds, plus gave advice on ISA funds.
Have you seen the outcome you were hoping for?
Yes, so far
What could they have done better?
Nothing I can think of
David:
Thanks Peter