David's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 2 )
Pensions ( 44 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 33 )
Investments and Savings ( 27 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 4 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 5 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 18 )
£200k - £500k ( 8 )
£100k - £200k ( 6 )
Up to £50k ( 5 )
£50k - 100k ( 3 )
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Globe IFA were highly recommended to me by my accountant. I needed help with a private pension investments and also mortgage advice and help.
How has David Holland helped you?
David has been so very helpful advising and guiding me through what would be the best fit for my private pension. The level of service and communication is and always has been excellent.
Have you seen the outcome you were hoping for?
Over the many years I have been very happy with my private pension returns.
What could they have done better?
Nothing at present as I'm very pleased to be looked after by Globe IFA and David.
Repeat review
by a verified client in London
2 months ago
Overall
Advice
Value
Service
This review is a follow-up review from a client who left a review previously.
How has David Holland helped you since your last review?
I haven't had cause to speak to David Holland as my investments appear to be doing well. No follow up has been received from him, but I am quite sure if I contacted him, he would be happy to help.
Repeat review
by a verified client in Middlesex
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Holland helped you since your last review?
Thanks to Dave I’ve recovered half of my lost pension fund value in just over 12 months and I’m on track to recover the full amount over the coming year.
David:
Thanks for your endorsement John. I'm always happy to be of service. Cheers.Review
by a verified client in Middlesex
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for life cover and critical illness
How has David Holland helped you?
Sourced suitable policies and placed them for us
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Middlesex
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension transfers
How has David Holland helped you?
David has helped me regarding pension transfers after my divorce.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, everything was perfect.