Daniel's reviews
Reviewed for
Pensions ( 54 )
Retirement income (annuities, drawdown) ( 45 )
Investments and Savings ( 48 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 27 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 47 )
Financial Mentoring ( 8 )
Financial Coaching ( 5 )
( 3 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 24 )
£100k - £200k ( 6 )
Up to £50k ( 3 )
£50k - 100k ( 3 )
Review
by a verified client in Middlesex
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
to assist for my pension planning
How has Daniel Humphrey helped you?
provided valuable advice
Have you seen the outcome you were hoping for?
yes, on the matters of pension
What could they have done better?
more regular statement of accounts
Review
by a verified client in Buckinghamshire
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to have right advice from professional.
How has Daniel Humphrey helped you?
Daniel has always gave me right advice.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
He is doing his best to secure my finances.
Review
by a verified client in Bedfordshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted advice on a personal pension
How has Daniel Humphrey helped you?
The annual review we have allows me to focus on the performance of my pensions and my longer term goals and needs
Have you seen the outcome you were hoping for?
The performance of my main plan has been good over time and will allow me a level of flexibility regarding retirement income I require
What could they have done better?
There is nothing Daniel could have improved on that I can think of and he’s actually been very patient with me when waiting for me to complete agrees acrions from reviews
Review
by a verified client in Berkshire
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
At retirement I was looking to invest my pension lumpsum.
How has Daniel Humphrey helped you?
Daniel has always made himself aware of my personal circumstances when giving advice on financial planning. I did not feel that at anytime I was forced to make any decision that were not in my interest.
Have you seen the outcome you were hoping for?
Aware of global circumstances at the moment and how it affects the stock market. Hoping that things will improve.
Review
by a verified client in Oxfordshire
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consistency
How has Daniel Humphrey helped you?
He has advised me on how best to protect my oension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing