Daniel's reviews
Reviewed for
Pensions ( 47 )
Retirement income (annuities, drawdown) ( 40 )
Investments and Savings ( 43 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 24 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 42 )
Financial Mentoring ( 7 )
Financial Coaching ( 5 )
( 3 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 21 )
£100k - £200k ( 6 )
£50k - 100k ( 2 )
Up to £50k ( 3 )
Review
by a verified client in Berkshire
15 hours ago
Overall
Advice
Service
Value
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.
Review
by a verified client in Middlesex
2 days ago
Overall
Advice
Service
Value
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
Review
by a verified client in Berkshire
2 days ago
Overall
Advice
Service
Value
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
Review
by a verified client in Buckinghamshire
8 days ago
Overall
Advice
Service
Value
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 .
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Found my SERPS payments, having moved home twice and mislaid the paperwork.
How has Daniel Humphrey helped you?
Managing my pension. Advice on savings income strategy. Advice on inheritance strategy, Power of Attorney and wills.
Have you seen the outcome you were hoping for?
Yes. Very happy with the progress my pension has made.
What could they have done better?
Very little comes to mind, I' afraid.