Daniel Humphrey

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

No pension arranged

How has Daniel Humphrey helped you?

Financial advice re the most advantageous way to use savings. ie whether to withdraw money from ISA or private pension Also advice re inheritance tax

Have you seen the outcome you were hoping for?

Yes. And I have had stick market variations explained

What could they have done better?

Who knows?

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

My private pension had to be transferred and Daniel was recommended to me

How has Daniel Humphrey helped you?

He has advised me and my wife on a number of issues relating to pensions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I am pleased with his advice so far

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

Inheritance funds. Had invested already in ISAs &bond. My previous financial adviser sadly died so changes were necessary. The previous advisors arranged for Daniel Humphrey to take over my account.

How has Daniel Humphrey helped you?

Yearly reviews. Taking up the vacant position of advising me. A financial ‘sound- board’ for questions I had. Availability for discussion of my financial affairs.

Have you seen the outcome you were hoping for?

Yes. In the volatile financial world so far my funds have appreciated & bettered modestly.

What could they have done better?

Ask me further down the line. No complaints so far.

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

Daniel took over the clients of our previous advisor upon their retirement.

How has Daniel Humphrey helped you?

Very knowledgable across all areas of personal finance and able to offer a range (where options exist) for us to consider would work best for us. Has helped on maximising tax free amounts from pensions and begun the consideration for IHT given potential changes on bringing pensions into an estate from 2027.

Have you seen the outcome you were hoping for?

Yes, ISA’s have performed quite well with a medium attitude to risk and in a balanced portfolio.

What could they have done better?

Service has been excellent with all issues well communicated and efficiently actioned so little to improve upon.

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

Retirement

How has Daniel Humphrey helped you?

Keeping me well informed on my pension matters.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.