Daniel Karim

Please provide a brief comment about your experience with Daniel

First impressions of Daniel's professionalism and knowledge are very impressive, a truly nice guy who listens to your needs and we are looking forward to seeing what he can do for us going forward.

Please provide a brief comment about your experience with Daniel

After engaging with 2 other advisors I spoke with Daniel. Unlike others, Daniel very quickly understood my circumstances and was able to drill in to what mattered to me. He was able to affirm my needs in an articulate and concise way, and simplified terminology so I could immediately understand the initial feedback. I look forward to the first stage of discovery and scoping for my personal situation with some excellent advice.

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

Selling a property and needing to invest the proceeds to provide for long term care

How has Daniel Karim helped you?

He has worked out the most efficient and effective method of investing the proceeds from the sale of a property

Have you seen the outcome you were hoping for?

Yes

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

I had various pension pots that I had accumulated over the years and I was looking to amalgamate and make these more manageable.

How has Daniel Karim helped you?

By offering clear and concise advice with regards to investments and future planning

Have you seen the outcome you were hoping for?

Yes I am very happy with my funds progress.

What could they have done better?

Nothing

Please provide a brief comment about your experience with Daniel

I learned that long term investing is not what I need right now, so didnt go ahead with a meeting with Daniel, but our phone conversation was enjoyable.