Dan's reviews
Reviewed for
Insurance and Protection ( 8 )
Pensions ( 21 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 18 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 3 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 16 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 4 )
£100k - £200k ( 3 )
£50k - 100k ( 1 )
Up to £50k ( 3 )
Review
by a verified client in Durham
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed help planning for my retirement
How has Dan McGuigan helped you?
Dan has offered superb financial advice. He has excellent subject matter knowledge and has the customer, i.e. me, at the heart of his advice. He has steered me in the right direction and my financial future is looking very healthy thanks to him.
Have you seen the outcome you were hoping for?
Yes, 100%
What could they have done better?
Nothing. Dan is an absolute pleasure to deal with
Review
by a verified client in Outside UK
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To review my pension with St James place and other pensions to review impending my retirement requirements
How has Dan McGuigan helped you?
Dan reviewed all my pensions and income information and was able to provide information in terms of my financial position now and requirements in the future for myself and family. Dan was very proactive in working with other pension providers to enable a full picture of my financial well being.
Have you seen the outcome you were hoping for?
Yes the information and discussions that we had enabled me to make my retirement decision which have been very successful, Dan has also been very helpful in ensuring my St James pension is growing with the agreed level of risk.
What could they have done better?
This is the first FA that I have had with St James that has delivered in terms of providing information and advice so I am very happy with the service provided by Dan
Review
by a verified client in Buckinghamshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice on pensions
How has Dan McGuigan helped you?
Defiantly
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Given me the winning lottery numbers
Review
by a verified client in Buckinghamshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advise on lots of different circumstances and was givin Dan's details.
How has Dan McGuigan helped you?
Dan has been very helpful
Have you seen the outcome you were hoping for?
small progress but knew that from the begin
Review
by a verified client in Kent
6 months ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
I was approached many years ago before Dan’s time and Dan then took over a few years ago.
How has Dan McGuigan helped you?
Dan has helped me with a range of matters including pension planning and transfers and investments for my family. He always takes the wider view, looking at how my overall position could be improved.
Have you seen the outcome you were hoping for?
Yes, my investments have performed very well so far.