Daniel Humphrey

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

I wanted to know what would be best thing to do with my private pension funds and additional monies from savngs.

How has Daniel Humphrey helped you?

Daniel has always explained everything with regard to my pension investments. Daniel comes to the house which is very helpful If I email, I know Daniel will back to me by return if I have any queries of changes I wish to make.

Have you seen the outcome you were hoping for?

Definitely... Daniel will always call me to discuss any concerns. All transactions are always confirmed by letter.

What could they have done better?

I am very happy with the service I receive and very happy with Daniel. Daniel comes shows himself to be professional and very knowledgeable.

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

I had lots of small pensions and different savings accounts and needed advise as to maximise their potential.

How has Daniel Humphrey helped you?

With expert advice on which pensions to amalgamate, which to leave and help on savings.

Have you seen the outcome you were hoping for?

Yes. The returns on the pensions has been very good.

What could they have done better?

I don't think there is anything that Daniel could have done better.

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

Help with consolidation of pensions

How has Daniel Humphrey helped you?

Plan for future

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

I needed someone with financial expertise to advise on investment

How has Daniel Humphrey helped you?

He explains his recommendations clearly in a way I can understand 9

Have you seen the outcome you were hoping for?

Yes, I feel my finances are heading in the right direction

What could they have done better?

I am satisfied with the way I am being helped towards my goals

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

Daniel succeeded my previous advisor .

How has Daniel Humphrey helped you?

Daniel has been advising me on my personal pension plan the last few years . The advise has been not only been financial but with empathy of my personal situation and understanding of my health condition and how that's changed the last 10 years.

Have you seen the outcome you were hoping for?

I feel Daniel has more than achieved what I hoped for.

What could they have done better?

I can't think of improving anything Daniel does for me and I do hope that Daniel still looks after my account .