Daniel's reviews
Reviewed for
Insurance and Protection ( 44 )
Mortgages ( 15 )
Pensions ( 127 )
Equity Release ( 7 )
Retirement income (annuities, drawdown) ( 32 )
Investments and Savings ( 104 )
Pension Transfers - Non Specialist ( 31 )
Inheritance Planning ( 7 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 18 )
Financial Planning ( 28 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 20 )
£200k - £500k ( 27 )
£100k - £200k ( 16 )
£50k - 100k ( 14 )
Up to £50k ( 14 )
First impression
by a VouchedFor user
12 hours ago
Overall
Please provide a brief comment about your experience with Daniel
Having recently moved from UK to Euroland, I needed a new advisor who could work with sterling and other currencies and tax regimes. Being easily accessible geographically was important but probably key was the ‘gut feel’ that I could relate to this person. There was no shortage of ‘eligible’ candidates. Daniel’s qualifications and experience suggested he could handle the existing portfolio with ease. So the interview would be crucial in learning something about the personality behind the smile. Daniel came across as open, honest, dependable, knowledgeable and professional. It didn’t take long for me to make my decision. We are now in the process of setting up the client account.
Daniel:
It was an absolute delight to have spoken and I thank you for taking the time to put pen to paper, so to speak! We had a great 2 way conversation, which was one of the most refreshing that I've had in a while. I too very quickly felt that we'd get on really well, which as you say, is 'key', as well as the personalities / 2 way relatability. On top of the other qualities you mention, I feel from the very start of a relationship, that openness and honesty are crucial. I'm very much looking forward to building a very positive / great relationship together, short through long term.Review
by a verified client in Kent
2 days ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Daniel Karim helped you?
Advice on investing
Have you seen the outcome you were hoping for?
Send to me ok
What could they have done better?
Not sure
Daniel:
We've been been working together and gradually effectively pulling things together for 8 years. It would be great to spend some time together soon cross checking and going through your evolving needs and goals, ensuring that you continue to be on target etc. Thank you for this kind review.Review
by a verified client in Kent
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To amalgamate a number of private pensions into one place and to start contributing more regularly to my pension
How has Daniel Karim helped you?
He has brought all my private pensions into one place, and advised and implemented this and an ISA
Have you seen the outcome you were hoping for?
To date yes
What could they have done better?
Not sure
Daniel:
It's great to have been helping you over these last 9 years. It's very pleasing that you're happy with our relationship. and long may that continue. Thank you for your review!Review
by a verified client in Kent
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transfer of an ISA into a sipp.
How has Daniel Karim helped you?
He helped us to find the right product for our ISA transfer.
Have you seen the outcome you were hoping for?
As always Daniel has been brilliant in advising us.
What could they have done better?
Daniel is always trustworthy in his advice, and he is the only person we would go to for all our financial matters.
Daniel:
It is always an honour and privilege to advise you on your financial matters. Thank you for your very kind words and your continued trust over this 5 plus years, through all the World's events. I look forward to continuing to help you for years to come!Review
by a verified client in Kent
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed to transfer my pension and cash Isa to a Sipp
How has Daniel Karim helped you?
He helped to navigate us through this process efficiently
Have you seen the outcome you were hoping for?
As always Daniel has managed this for us as always in a friendly, professional and speedily manor
What could they have done better?
Daniel has been brilliant as always, and he is the only person we trust to manage our money
Daniel:
Thank you very much for this great review. We've been working together for over 6 years now, and I'm delighted to to hear that I remain the only one you trust to advise you!