Dacre Staines

DBL Asset Management

Reviewed for

Insurance and Protection ( 28 )

Mortgages ( 4 )

Pensions ( 121 )

Retirement income (annuities, drawdown) ( 69 )

Auto Enrolment ( 4 )

Investments and Savings ( 106 )

Pension Transfers - Non Specialist ( 24 )

Inheritance Planning ( 50 )

Long Term Care ( 14 )

Pension Transfers - Specialist ( 21 )

Financial Planning ( 96 )

Financial Mentoring ( 21 )

Financial Coaching ( 7 )

( 2 )

Reviewers' assets

£500k+ ( 58 )

£200k - £500k ( 15 )

£100k - £200k ( 9 )

Up to £50k ( 4 )

( 4 )

£50k - 100k ( 3 )

Review

by a verified client in Outside UK

a month ago

Overall

Advice

Service

Value

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

I have worked woth Dacre for a number of years. This appointment was to review financial plan after a change in circumstances (moved abroad)

How has Dacre Staines helped you?

Reviewed original financial plan and made recommended changes based on changing circumstances

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Dacre:

Matt, thank you for your 5 star review. I am delighted to hear that you are satisfied with the support I have provided over the years, especially as we reviewed and adapted your financial plan following your move abroad. Major life changes like this often require careful financial planning, and I am glad we could ensure your arrangements remain aligned with your objectives. Helping you navigate these changes and make informed decisions is at the heart of what I do. By reviewing your financial plan and implementing the recommended adjustments, we aimed to provide clarity and confidence in your financial future. It is always rewarding to know that the outcomes have met your expectations. I look forward to continuing to work with you and supporting you with any future financial decisions. Dacre

Review

by a verified client in Cheshire

a month ago

Overall

Advice

Service

Value

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

I wanted to draw down some of my money

How has Dacre Staines helped you?

Advises me which pot to claim from and ensured that everything was right

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Dacre:

Gill, thank you for taking the time to leave your 5 star review and for your kind feedback. I am so pleased to hear that you have been happy with the advice and support I have provided. Helping you draw down from the right pot while ensuring everything is in order has been an important part of tailoring your financial plan to your needs. It is fantastic to know that you have achieved the outcome you were hoping for, and I am delighted to have played a part in giving you clarity and confidence in managing your finances. At DBL Asset Management, we believe that financial planning is key to achieving peace of mind and making informed decisions. It is a pleasure to provide independent advice and to work closely with you to ensure your financial objectives are met. I look forward to continuing our work together in the future. Dacre

Review

by a verified client in Cheshire

a month ago

Overall

Advice

Service

Value

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

I needed some help with my plans for retirement.

How has Dacre Staines helped you?

Helped me understand pensions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Dacre:

Susie, thank you for your fantastic 5 star review. I am so pleased to hear that I was able to help you gain a better understanding of pensions as you planned for retirement. It is wonderful to know that you have seen the outcome you were hoping for, this is always my priority when working with clients. At DBL Asset Management, we aim to provide clarity and confidence in financial futures, and I am delighted that my guidance has supported you during this important stage of your life. Retirement planning is such a key area, and it is rewarding to know that the advice I provided has made a positive difference. I look forward to continuing to support you with your financial objectives in the years ahead. Dacre

Review

by a verified client in Manchester

a month ago

Overall

Advice

Service

Value

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

N/-

How has Dacre Staines helped you?

Have you seen the outcome you were hoping for?

What could they have done better?

Dacre:

Marie, thank you for leaving a 5 star review! It means a great deal to know that you are pleased with the service provided. Transitioning to a new adviser can sometimes feel like a big change, and I’m glad to hear that your experience has been positive. It has been a privilege to support you in achieving your financial objectives and to provide clarity around your future. I firmly believe in the power of independent advice, paired with tools like cashflow modelling, to give confidence and peace of mind when planning ahead. I look forward to continuing to work with you. Dacre

Review

by a verified client in Durham

a month ago

Overall

Advice

Service

Value

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

Needed advice re finances

How has Dacre Staines helped you?

Sorted out pensions and consolidated several. Advice re what to do and when with finances.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not aware they could have done anything substantially different.

Dacre:

Alasdair, thank you for your fantastic 5 star review. I am pleased to hear that you feel there was nothing I could have done differently and that you have seen the outcomes you were hoping for. When we began working together, your objective to consolidate pensions and clarify your financial situation was clear. It has been rewarding to support you with this, providing advice on what to do and ensuring your financial plans are aligned with your objectives. Knowing that this has brought clarity and confidence to your financial future is exactly why I am passionate about financial planning. I look forward to continuing our work together to help you achieve further financial security and provide ongoing, independent advice as your circumstances evolve. Dacre

Review

by a verified client in Leicestershire

a month ago

Overall

Advice

Service

Value

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

A desire to save for a house

How has Dacre Staines helped you?

Dacre had helped with all my financial plans, any question I have needed answering has been fully investigated and acted upon.

Have you seen the outcome you were hoping for?

Yes

Dacre:

Dan, thank you for taking the time to leave a review and for your 5 star rating. It has been a pleasure to assist with your financial plans from your first property purchase to your more complex needs today. Helping clients work towards such significant objectives is always a privilege, and I am pleased that you have found my support thorough and responsive to your questions. Knowing that you have seen the outcomes you were hoping for is incredibly rewarding. Financial planning is all about creating clarity and confidence for the future, and I am glad that my work has provided that for you. Please do not hesitate to contact me if there is anything further I can assist with. I look forward to continuing to support you with your plans in the years to come. Dacre

Review

by a verified client in Cheshire

a month ago

Overall

Advice

Service

Value

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

Need to review inheritance tax position.

How has Dacre Staines helped you?

Came up with a structured way with investments to mitigate some of the inheritance tax liability.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Dacre:

David, thank you for your kind feedback and for taking the time to leave a 5 star review. It is wonderful to hear that you feel there was nothing we could have done better. Your decision to review your inheritance tax position was an important one, and I am pleased that we were able to provide a structured investment approach to help mitigate some of the liability. It is always rewarding to hear that the outcomes align with your objectives, giving you confidence in your financial future. As you transitioned to me following your previous adviser’s retirement, I am delighted that the process has been seamless and that we have maintained the high level of personal and independent advice you value. I look forward to continuing to support you with your financial planning needs, ensuring your plans remain on track for the future. Dacre

Review

by a verified client in Cheshire

a month ago

Overall

Advice

Service

Value

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

I was coming through a divorce and had money to invest. This is over 20 years ago

How has Dacre Staines helped you?

To safely invest my funds for the most benefit. Kept me up to date with changes in laws and investments.

Have you seen the outcome you were hoping for?

Generally yes, and when the stock market has tumbled, as it has over the last 20 years, support.

Dacre:

Cathy, thank you for sharing your feedback and providing such a positive 4.7 star review. It has been a privilege to support you through such a significant chapter in your life and to work together on ensuring your investments are managed with care and adaptability over the years. I am glad to hear that my assistance in keeping your investments aligned with your objectives and providing updates on changes in laws and the markets has been beneficial. Navigating challenges like market fluctuations is never easy, but I am pleased that you feel supported and that the outcomes have generally met your expectations. The journey of financial planning is about creating confidence and clarity, no matter the circumstances. I look forward to continuing our work together, ensuring your investments remain structured to meet your needs while providing the support you can rely on. Dacre

Review

by a verified client in Cheshire

a month ago

Overall

Advice

Service

Value

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

Dacre has been my advisor for years.

How has Dacre Staines helped you?

I trust Dacre to give me accurate and balanced advice. I was seeking advice regarding a tax-free withdrawal from my pension fund.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Dacre:

Wendy, thank you for taking the time to leave such positive feedback and for your 5 star rating. I am delighted to hear that you value the accurate and balanced advice I provide. It is always my priority to ensure my clients feel confident and informed, especially with important financial decisions such as tax-free withdrawals from a pension fund. Your trust means a great deal to me, and I am pleased to know that we achieved the outcome you were hoping for. I look forward to continuing to support your financial planning needs, offering independent advice that helps secure your future. Thank you again for your kind words. Dacre

Review

by a verified client in Cheshire

a month ago

Overall

Advice

Service

Value

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

Help with sorting financial affairs after retirement. Previous advisers proved inefficient.

How has Dacre Staines helped you?

Dacre has helped with good advice and pension management throughout the years.

Have you seen the outcome you were hoping for?

Yes we have seen the outcome we were looking for.

What could they have done better?

Dacre has kept me well informed concerning my pension fund management and keeps me up to date with government changes and investment risks………

Dacre:

Tony, thank you for taking the time to share your feedback. I am delighted to hear that you have been pleased with the advice and pension management I have provided over the years, and it is great to know that you have achieved the outcomes you were hoping for. Your trust in me to manage your financial affairs, especially after your experiences with previous advisers, means a great deal. Your 5 star review is appreciated, and I am pleased that my efforts to keep you informed about your pension, government changes, and investment risks have been valuable to you. Financial planning is all about giving you confidence in your financial future, and I am glad that my approach has supported your objectives in retirement. I look forward to continuing to provide you with independent advice and keeping you well-informed as we navigate your financial journey together. Thank you once again for your kind words. Dacre

Review

by a verified client in Cheshire

a month ago

Overall

Advice

Service

Value

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

Approaching retirement I needed to ensure financial security and future requirements would be sufficient to support our lifestyle, indeed improve it in retirement, which has been accomplished.

How has Dacre Staines helped you?

Excellent advice on risk level, inheritance tax planning, while minimising tax liabilities. He has been particularly useful in recommending how we use various investment pots to run our life in retirement. Superb advice given in terms of Lifetime Allowance protection.

Have you seen the outcome you were hoping for?

Most certainly

What could they have done better?

Communication and response times were sometimes below par, but this has been vastly improved and no longer a niggle.

Dacre:

Alan, thank you for taking the time to provide your thoughtful feedback and for rating my service at 4.7 stars. It is wonderful to hear that the improvements we have made to communication and response times have resolved your earlier concerns. Ensuring a seamless experience is a priority, and I am delighted this is no longer a niggle for you. Approaching retirement is a significant milestone, and I am pleased that the financial planning we have undertaken together has not only secured your future but also enhanced your lifestyle in retirement. Helping you to navigate key areas such as risk levels, inheritance tax planning, and reducing tax liabilities has been a rewarding part of our journey. I am particularly glad that the advice on Lifetime Allowance protection and making the most of your investment pots has proven beneficial in achieving your objectives. Your trust and confidence mean a great deal to me, and I look forward to continuing our work together to ensure you remain financially secure and confident in the years ahead. Dacre

Review

by a verified client in Oxfordshire

a month ago

Overall

Advice

Service

Value

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

It was my late husband that needed someone to advise him on investments

How has Dacre Staines helped you?

Since I’ve been on my own Dacre has taken over my investments

Have you seen the outcome you were hoping for?

Yes up to now ….

What could they have done better?

Not sure any thing else is needed

Dacre:

Sandra, thank you for your feedback and for your 4 star rating. I am pleased to hear the outcomes so far have met your expectations and appreciate your continued trust in my advice. It has been a privilege to take care of your investments during this transition. I remain committed to ensuring your financial arrangements provide the security and confidence you deserve. If there is anything further I can do to enhance your experience, please do let me know. Dacre

Review

by a verified client in Surrey

a month ago

Overall

Advice

Service

Value

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

Wanted expert opinion and advice

How has Dacre Staines helped you?

Provided advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Been happier

Dacre:

David, thank you for your feedback and your 5 star rating. I am delighted to know that you are happy with the advice I have provided and that you have achieved the outcome you were hoping for. It is always rewarding to see clients benefit from expert financial guidance, and I appreciate your trust in me to assist you with your financial objectives. Your decision to seek expert advice reflects the value of independent financial planning in building confidence for the future. It has been a pleasure to work with you, and I look forward to continuing to support you as we navigate your financial journey together. Dacre

Review

by a verified client in Manchester

a month ago

Overall

Advice

Service

Value

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

I inherited money and my pension

How has Dacre Staines helped you?

Investing my money

Have you seen the outcome you were hoping for?

Yes

Dacre:

John, thank you for taking the time to leave your feedback and for rating my service 4 stars. I am delighted to have been able to assist you in navigating the important decisions around your inheritance and pension. Helping you to invest your money effectively is central to ensuring it aligns with your financial objectives, and I am pleased that you have seen the outcomes you were hoping for. This reflects the careful planning and investment strategies we have put in place to support your needs. Financial planning provides clarity and confidence in achieving future aspirations, and I am committed to continuing our work together to ensure your investments remain aligned with your objectives. I look forward to continuing our relationship and catching up in 2025. Dacre

Review

by a verified client in Cheshire

a month ago

Overall

Advice

Service

Value

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

Financial planning, investing for the future ensuring sufficient pensions available for a comfortable retirement

How has Dacre Staines helped you?

Providing advice and guidance to achieve my aims with the flexibility to adapt to my changing circumstances

Have you seen the outcome you were hoping for?

Yes,

What could they have done better?

Nothing obvious springs to mind. I am happy with the advice and Dacre’s willingness to listen

Dacre:

Sheryl, thank you for your 5 star review and for sharing such positive feedback about your experience. It is fantastic to hear that you are happy with the advice provided and I am always happy to listen! :-) Your comments truly reflect the personalised service we strive to deliver. The circumstances you mentioned are critical objectives for many clients. I am so pleased that I have been able to provide the advice and guidance needed to help you achieve your aims while remaining flexible as your circumstances evolve. Financial planning is most impactful when it adapts to life’s changes, providing confidence and clarity for the future. It is excellent to know that you have seen the outcome you were hoping for, and I look forward to continuing to support you on your journey. Dacre

Review

by a verified client in Hertfordshire

a month ago

Overall

Advice

Value

Service

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

Complicated financial situation

How has Dacre Staines helped you?

Helps us immensely to understand how we can maximise our pension and investment earnings and avoid excessive tax

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I could think of.

Dacre:

Rich, thank you for taking the time to share your feedback and for awarding a 5 star rating. It is wonderful to hear that you are so pleased with the service provided. I am glad to have been able to help you navigate your complicated financial situation, particularly by maximising your pension and investment earnings while mitigating unnecessary tax. It is always rewarding to see clients achieve the outcomes they hope for, and I am delighted that you feel the advice has had such a positive impact. Financial planning is all about creating clarity and confidence for the future, and it is great to know that the work we have done together has helped you feel more secure. I look forward to continuing to support you and your family in achieving your financial objectives. Dacre

Review

by a verified client in Cheshire

a month ago

Overall

Advice

Service

Value

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

Needed advice

How has Dacre Staines helped you?

100%

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Dacre:

Peter, thank you once again for your fantastic 5 star rating and positive feedback. It is great to know that you are 100% satisfied with the advice and support I have provided, and that we have achieved the outcomes you were hoping for. Your trust and confidence are greatly appreciated, and I look forward to continuing to support you in achieving your financial objectives. Dacre

Review

by a verified client in Cheshire

a month ago

Overall

Advice

Service

Value

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

Disenchantment with previous advisor.

How has Dacre Staines helped you?

20 Years +

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Dacre:

Rob, thank you for taking the time to share your feedback. I am delighted to hear that you have been pleased with the service which has resulted in you giving a 5 star rating. It is wonderful to know that there is nothing you feel could have been done better, that is always my objective as your adviser. I understand you came to us after feeling disenchantment with your previous adviser, and I hope that I have been able to demonstrate the value of clear, reliable financial planning. I am pleased that you have achieved the outcomes you were hoping for, as this reflects the trust and partnership we have built over the years. At DBL , we pride ourselves on providing independent advice and using tools like cashflow modelling to give our clients confidence in their financial futures. Thank you for the opportunity to support you, and I look forward to continuing to assist you in achieving your financial objectives. Dacre

Review

by a verified client in Lancashire

2 months ago

Overall

Advice

Service

Value

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

Expert advice

How has Dacre Staines helped you?

Dacre and his support team are professional and provide me with confidence to achieve my financial plan.

Have you seen the outcome you were hoping for?

Yes great client outcomes.

What could they have done better?

None

Dacre:

Thank you, Gary, for taking the time to share your feedback and provide a 5 star review. It is fantastic to hear that you feel confident in achieving your financial objectives with the support of my team and I. Providing expert advice and ensuring that you have clarity and confidence in your financial plan are priorities I take great pride in. I am delighted that the outcomes you were hoping for have been achieved, and I look forward to continuing to help you navigate your financial journey with the same professionalism and care. At DBL, we believe in the importance of a well-structured financial plan, supported by tools such as cashflow modelling, to give you peace of mind and a clear vision of your financial future. I am grateful for the opportunity to work with you and remain committed to maintaining the trust you have placed in me. Dacre

Review

by a verified client in Cheshire

2 months ago

Overall

Advice

Service

Value

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

Future planning. Pension advice

How has Dacre Staines helped you?

Provided information, advice and experience.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. I am very happy with the service received.

Dacre:

Thank you, Katie, for taking the time to leave such wonderful feedback. I am delighted to hear that you are very happy with the service you have received. Your 5-star rating means a great deal, and it is fantastic to know that you feel supported in achieving your financial objectives. When we first started discussing your future planning and pension advice, it was clear that having clarity and confidence in your financial future was a key priority for you. It has been a pleasure to provide the information, advice, and experience needed to guide those decisions. Knowing that you have seen the outcome you were hoping for is incredibly rewarding. Financial planning is all about ensuring you feel confident and secure in your decisions, and I look forward to continuing to work with you to help you achieve your objectives. Dacre

Review

by a verified client in Somerset

2 months ago

Overall

Advice

Service

Value

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

Financial advice

How has Dacre Staines helped you?

Clear advice

Have you seen the outcome you were hoping for?

Yes

Dacre:

Thank you, Steve, for taking the time to leave such positive feedback. I am delighted to hear that the advice I provide is clear and has helped you achieve the outcomes you were hoping for. Receiving a 5 star rating is greatly appreciated, and it reflects the commitment I place on ensuring you feel confident in your financial decisions. Whether it was navigating through complex options or addressing specific financial planning needs, I am pleased that the advice made a meaningful difference for you. At DBL, we strive to provide personalised guidance tailored to each client’s objectives, with the support of tools like cashflow modelling to create clarity and confidence in your financial future. It is a pleasure to work with clients like yourself, and I look forward to continuing to support you in achieving your financial objectives. Dacre

Review

by a verified client in Cheshire

2 months ago

Overall

Advice

Service

Value

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

Needing help going forward 100%

How has Dacre Staines helped you?

100%

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Dacre:

Thank you, Peter, for taking the time to share your feedback and for providing such a fantastic 5-star rating. It is wonderful to hear that you are 100% satisfied with the help and support I have been able to provide. Your confidence in me as your financial planner means a great deal, and I am delighted to know that the outcomes you were hoping for have been achieved. Financial planning is all about providing clarity and confidence in your financial future. By understanding your objectives and tailoring a strategy that works for you, we aim to ensure you feel secure in every step forward. Knowing that you feel fully supported and that your needs have been met is incredibly rewarding. Thank you once again for your trust and positive feedback. I look forward to continuing our work together, helping you achieve all your future financial objectives. Dacre

Review

by a verified client in Cheshire

2 months ago

Overall

Advice

Service

Value

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

Impending pension age

How has Dacre Staines helped you?

General financial info

Have you seen the outcome you were hoping for?

Ongoing

What could they have done better?

More regular meetings

Dacre:

Thank you, Stephen, for taking the time to share your feedback. I am pleased to see that you rated my service 4.3 stars. It has been a privilege to support you with general financial information as you approach pension age. Preparing for such an important milestone is vital, and I hope our discussions have provided clarity and confidence as you navigate your financial objectives. Your suggestion for more regular meetings is greatly appreciated. Keeping communication frequent and timely is something I take seriously, and I will ensure that we establish a schedule that suits your needs moving forward. Regular updates and reviews are integral to ensuring you feel fully supported as we work towards achieving the best outcomes for you. Thank you again for your trust, particularly during the transition from your previous adviser. I look forward to continuing our work together to help secure your financial future. Dacre

Review

by a verified client in Cheshire

2 months ago

Overall

Advice

Service

Value

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

Dacre has been our trusted advisor for 25 years

How has Dacre Staines helped you?

Retirement / tax planning, long term investment strategies. Advice around our daughter and getting her setup for financial success.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Dacre:

Thank you, Paul, for your kind feedback and the fantastic 5-star rating. It means a great deal to know that you value the relationship we have built over the past 25 years. Your trust and loyalty are truly appreciated, and I am grateful for the opportunity to continue supporting you and your family. I’m delighted to hear that the advice I’ve provided around retirement and tax planning, long-term investment strategies, and helping your daughter has been beneficial. It’s wonderful to know that you have seen the outcomes you were hoping for. Helping clients like you achieve financial confidence and security is at the heart of everything I do. As always, I remain committed to ensuring you and your family have clarity and confidence in your financial future. If there’s ever anything more I can do to assist or explore further opportunities, I am here to help. Thank you again, and I look forward to continuing our work together. Dacre

Review

by a verified client in Manchester

2 months ago

Overall

Advice

Service

Value

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

Dacre has been a long running advisor helping to manage the family’s wealth but has also supported us during a separation.

How has Dacre Staines helped you?

Very comprehensive support and advice in terms of future planning and financial strategy, ensuring all allowances etc are taken advantage of. But his advice extends way beyond that, helping me to visualise a future and put in place all the steps to get to where I want to be.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Dacre:

Thank you, David, for taking the time to leave such thoughtful feedback and for your kind five-star review. I appreciate your words and the trust you have placed in me. It is wonderful to hear that my support has helped not only in managing your family’s wealth, but also during significant personal milestones. Providing you with a comprehensive financial strategy, ensuring all allowances are utilised, and helping you visualise and plan for your future are at the heart of what I aim to achieve for my clients. Knowing that we have been able to lay out the steps to help you get to where you want to be is incredibly rewarding. Thank you again for your comments, and I look forward to continuing our work together to help you achieve your objectives. Dacre

Review

by a verified client in Warwickshire

2 months ago

Overall

Advice

Service

Value

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

Assistance with image rights company.

How has Dacre Staines helped you?

Been a massive help over a long period of time now. Allows me to not worry about my long term financial goals as we are aligned in our thinking.

Have you seen the outcome you were hoping for?

On the whole yes. Always things out of our control.

What could they have done better?

Potentially better communication in regards to fees

Dacre:

Thank you, Joe, for taking the time to share your feedback and for providing a wonderful 4.7-star rating. I appreciate your thoughtful comments and the trust you’ve placed in me over the years. It’s great to hear that I’ve been able to provide support with your image rights company and help align our thinking to ensure your long-term financial objectives are met. Knowing that you can focus on other priorities without worrying about your financial future is the peace of mind I strive to deliver for my clients. I also appreciate your note regarding communication around fees. Transparent and clear communication is a priority, so I will ensure we address this in our future discussions to avoid any ambiguity. It’s a pleasure working with you, and I look forward to continuing our partnership to ensure we remain aligned and adapt as circumstances evolve. Dacre

Review

by a verified client in Manchester

2 months ago

Overall

Advice

Service

Value

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

After my divorce and finding myself independant in the financial world

How has Dacre Staines helped you?

Very much so Dacre has given me total confidence in knowing my affairs are being looked after

Have you seen the outcome you were hoping for?

Absolutely ! I feel protected and advised in a capacity that allows me to understand the complicated world of financial policies and how best to invest.

What could they have done better?

Nothing at all. Dacre is always at the end of the phone if I need any advice and I have regular face to face meetings at any point I wish to do so.

Dacre:

Thank you, Jo, for taking the time to share such wonderful feedback. I am delighted to hear that you feel confident and supported, especially during what was a significant transition after your divorce. It is great to know that our regular meetings and availability have provided you with reassurance and clarity as you navigate your financial independence. Hearing that you feel "protected and advised" while also gaining an understanding of the complexities of financial policies and investments means a lot. It reflects exactly what I aim to deliver for my clients, independent advice that not only meets your objectives, but also provides peace of mind about your financial future. Thank you again for your kind words and the five-star rating. I look forward to continuing to work with you and ensuring that your financial planning remains tailored to your needs and objectives. Dacre

Review

by a verified client in Manchester

2 months ago

Overall

Advice

Service

Value

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

Receiving a lump sum of money

How has Dacre Staines helped you?

Tax efficiency, school fee deliberations, budgeting, investment choices

Have you seen the outcome you were hoping for?

On everything but school fees… but that’s not his fault.

What could they have done better?

Not much.

Dacre:

Thank you, Si, for taking the time to share your thoughts and for the fantastic 5-star rating. It’s great to hear that my support with tax efficiency and investment choices has been helpful. I’m delighted we’ve achieved the outcomes you were hoping for in most areas. Receiving a lump sum of money can bring both exciting opportunities and important decisions, and I’m glad to have guided you in making the most of it. While the school fee deliberations haven’t fully aligned yet, this has been impacted by factors beyond our control, including government policies. Rest assured, I’m here to continue working with you to explore the best possible solutions, and I’ll ensure this remains a priority in our planning. Thank you again for your kind words. I look forward to continuing to support your financial objectives with confidence and care. Dacre

Review

by a verified client in Cheshire

2 months ago

Overall

Advice

Service

Value

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

Pensions and general financial planning advice

How has Dacre Staines helped you?

Dacre has been a huge support for me this year with his financial mentoring and coaching advice, which has been invaluable to me.

Have you seen the outcome you were hoping for?

Yes I have

What could they have done better?

Nothing - Dacre went above be and beyond in terms of support

Dacre:

Thank you, Ben, for taking the time to share your feedback and for the fantastic 5-star rating. It is wonderful to hear that you felt supported and that I was able to provide the financial mentoring and coaching advice you found invaluable this year. Helping you navigate your pensions and financial planning needs is what I am here for, and I am delighted that you’ve seen the outcomes you were hoping for. Financial planning is about creating clarity and confidence in your financial future, and it is rewarding to know the guidance I provided has made a meaningful difference for you. Your kind words about going "above and beyond" reinforce my commitment to delivering a personal, high-quality service to all my clients. I look forward to continuing to support you with your financial objectives and providing you with the guidance you need to make confident decisions in the years ahead. Dacre

Review

by a verified client in Manchester

2 months ago

Overall

Advice

Service

Value

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

We inherited money from a house sale

How has Dacre Staines helped you?

Enormously explaining how best to invest our money.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Dacre:

Thank you, Joan, for taking the time to leave such a kind review. It has been a pleasure to continue working with you since my mother, Paula, retired. I truly appreciate the trust you have placed in me to help with your financial objectives. When you initially contacted my mother, you were seeking guidance on how to best invest the inheritance from the house sale. I am pleased that the strategy developed met your needs and gave you the confidence to move forward. Since transitioning to receiving advice from me, I have been delighted to assist you with planning for your retirement. Now that you have retired, it is rewarding to know that I have been able to help you achieve peace of mind regarding your overall financial plan. I take great pride in offering independent, personalised advice, and through tools like cashflow modelling, I aim to help clients like you gain clarity and confidence about their financial future. Thank you once again for your feedback and for allowing me to be part of your financial journey. Dacre

Review

by a verified client in Cheshire

3 months ago

Overall

Advice

Service

Value

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

To ensure I was making the best possible financial planning decisions

How has Dacre Staines helped you?

Dacre is extremely knowledgeable and always provides a balanced view regarding options available for my pension

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

I cannot think of anything that would improve the professional financial support provided by Dacre

Dacre:

Nigel, thank you very much for your thoughtful review. I appreciate you taking the time to share your feedback. When we first began working together, your financial objective was to ensure that you were making the most informed and effective decisions regarding your retirement. Through careful planning and the use of cashflow modelling, we developed a strategy that not only aligned with your aspirations but also provided you with the confidence to retire fully understanding your position. I am thrilled to hear that you have achieved the outcome you were hoping for. It is always my priority to provide independent advice that is tailored to your specific needs, and I am pleased that our work together has brought you the results you were seeking. I look forward to catching up soon. Dacre

Review

by a verified client in Cheshire

3 months ago

Overall

Advice

Service

Value

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

Pensions

How has Dacre Staines helped you?

Investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can’t think of anything

Dacre:

Elaine, thank you so much for your kind review. I am delighted to hear that you are pleased with the financial planning advice provided. When you initially sought advice regarding your pensions, we worked together to ensure that your investments were structured to match your financial objectives. Through careful planning and tailored investment strategies, we have been able to provide clarity and confidence about your future. It is always rewarding to see clients achieve the outcomes they hope for, and I am pleased that we were able to help you secure your financial future. Independent advice is key to making informed decisions, and I am grateful that you trust me to assist you in meeting your financial objectives. I look forward to catching up soon. Dacre

Review

by a verified client in Oxfordshire

3 months ago

Overall

Advice

Service

Value

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

My late husband was a client of Dacre’s Mother Paula ….. After Paula’s retirement Dacre took over her Roll …..and I now use Dacre

How has Dacre Staines helped you?

He has been very helpful advising me on financial investments …..which has enabled me to have the confidence that my finances are in good hands ….

Have you seen the outcome you were hoping for?

Yes my investments are proving successful on the whole

What could they have done better?

I really think that Dacre tries his hardest to achieve the highest of knowledge to achieve great results

Dacre:

Sandra, thank you very much for taking the time to leave such a thoughtful review. I appreciate your kind words about my efforts to provide you with the best possible financial advice. Having lost Peter and transitioning from mum as your adviser, I understood the importance of ensuring that your financial objectives were not only met but also exceeded. Together, we have navigated your investments, and I am delighted to hear that you now have the confidence that your finances are in good hands. As you have experienced, effective financial planning can truly make a difference. By focusing on cash flow modelling and tailored investment strategies, I aim to provide you with clarity and assurance about your financial future. It is my priority to deliver independent advice that is personalised to your circumstances and aspirations. I look forward to continuing to support you in achieving your financial objectives. Dacre

Review

by a verified client in Durham

3 months ago

Overall

Advice

Service

Value

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

Too complicated to deal with matters without professional advice and had recommendations from people who had used the firm and were very happy with service given.

How has Dacre Staines helped you?

Looked after finances after sold business.organisedpulling together pensions. Provided advice regarding ISAs opportunities to save tax etc

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure could have done more.

Dacre:

Alasdair, thank you for your kind review. I appreciate you taking the time to share your thoughts. I recall when you came to me after selling your business, feeling the need for professional guidance. Together, we streamlined your finances, organised your pensions, explored investments and opportunities to mitigate your tax liabilities. I am delighted you achieved the outcomes you hoped for. Financial planning is essential for navigating your future with confidence. I am here to provide independent advice tailored to your needs, and I look forward to continuing to support you and Julie. Dacre

Review

by a verified client in Manchester

3 months ago

Overall

Advice

Service

Value

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

An inheritance

How has Dacre Staines helped you?

He helped us to invest wisely

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No.

Dacre:

Joan, thank you for taking the time to leave a review and share your thoughts. Since stepping in after your previous adviser retired, I have thoroughly enjoyed working with you on your overall retirement plan. We have created a financial strategy that not only addresses your short-term needs but also provides clarity on the long-term sustainability of your investments. By utilising cashflow modelling, we ensure that your investments align with your financial objectives, giving you the confidence to look ahead. I am thrilled to hear that you feel you are making wise investments with my assistance. Independent advice is vital in today’s financial landscape, and I remain dedicated to providing a service that meets your unique needs. I look forward to meeting with you again soon, Dacre.

Review

by a verified client in Manchester

3 months ago

Overall

Advice

Service

Value

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

Recommendation

How has Dacre Staines helped you?

Consolidated my pensions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

nothing

Dacre:

Neil, thank you very much for taking the time to share your review. I am thrilled to hear that you have achieved the outcome you were hoping for. When you first approached me for advice, your primary aim was to consolidate your pensions and gain a clearer understanding of your financial objectives. Together, we created a personalised plan that not only simplified your pension arrangements, but also equipped you with the confidence to navigate your financial future effectively. I firmly believe that effective financial planning is essential for helping clients like you attain clarity and peace of mind. My goal is always to provide independent advice that is tailored to your unique circumstances. I look forward to continuing to support you on your financial journey. Dacre

Review

by a verified client in Cheshire

3 months ago

Overall

Advice

Service

Value

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

With help with my pension and investments

How has Dacre Staines helped you?

in all my investments

Have you seen the outcome you were hoping for?

up to now

What could they have done better?

none

Dacre:

Mike, thank you for taking the time to leave such positive feedback. It is greatly appreciated, and I am delighted to hear that you have been satisfied with the support and guidance I have provided. When we first met, you were looking for clarity and support with your pension and investments. I am pleased that, through our financial planning process, we have been able to organise your investments to align with your financial objectives. By using cashflow modelling, we have created a comprehensive view of your financial future, which provides you with ongoing confidence and peace of mind as we work together towards your aspirations. Independent financial advice is essential for tailoring solutions that meet individual needs, and I am glad this approach has been beneficial to you. Thank you again for sharing your experience. I look forward to continuing to support you in achieving your financial objectives. Dacre

Review

by a verified client in Cheshire

3 months ago

Overall

Advice

Service

Value

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

My finances were being neglected

How has Dacre Staines helped you?

Organisation of all my personal finances together with excellent independent advice

Have you seen the outcome you were hoping for?

Yes i feel far more in control of my personal and family finances

Dacre:

Grant, thank you for taking the time to share your experience. It is wonderful to hear that you feel more in control of your personal and family finances, as achieving this confidence is always a priority in my work with clients. At the outset, you mentioned feeling that your finances were being neglected. Together, we organised all aspects of your personal finances, giving you greater clarity and confidence in your financial position. I am pleased that I could provide you with a clear picture of your future, allowing you to see how your decisions today support your long-term financial objectives. Independent advice is central to what I do. My goal is to provide you, and all my clients, with peace of mind through a local, personalised service that ensures your financial plans are robust and tailored to your unique needs. I look forward to continuing to support you as your financial needs evolve. Dacre

Review

by a verified client in Cheshire

3 months ago

Overall

Advice

Service

Value

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

Poor previous experience

How has Dacre Staines helped you?

Greater and simplified understanding of personal financial position and processes for deriving the benefit from the investments.

Have you seen the outcome you were hoping for?

We are happy with our roadmap and confident that the eventual outcome will match our expectation.

What could they have done better?

Nothing

Dacre:

Rob, thank you for your kind review. I am delighted that you are happy with the roadmap we developed together and that you feel confident in your financial future. When we began working together, you were seeking a fresh approach after a poor previous experience. Our aim was to provide a clear, simplified understanding of your financial position, empowering you to benefit from your investments. Through comprehensive financial planning and cashflow modelling, I am pleased that we have been able to create a clear path aligned with your financial objectives. It is very rewarding to know that our local, independent advice has helped you feel more secure and confident in your financial journey. Thank you again for sharing your experience, it is truly valued. Dacre

Review

by a verified client in Cheshire

3 months ago

Overall

Advice

Service

Value

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

Changing from another adviser

How has Dacre Staines helped you?

Reviewed my position and investments giving me a clearer picture of where I was in terms of investments and future planning

Have you seen the outcome you were hoping for?

Too early to say

What could they have done better?

Nothing

Dacre:

Kurt, thank you for taking the time to leave a review. I am pleased to hear that you found value in the clarity and insight I provided on your investment position and future financial planning. Changing adviser is always difficult, but I would like to think that I understood the importance of building a clear and transparent picture of your financial circumstances. Through a comprehensive review of your investments, we focused on structuring a plan tailored to your financial objectives, helping you to feel more informed and in control of your financial future. It is this kind of independent, local advice and tailored cashflow planning that aims to instil confidence in clients like you, ensuring that each step is aligned with what matters most to you. I look forward to continuing to support your financial journey in the years to come. Thank you once again for your trust and feedback. Dacre

Review

by a verified client in Cheshire

3 months ago

Overall

Advice

Service

Value

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

To be given the range of investment opportunities from which I could benefit

How has Dacre Staines helped you?

He has always given excellent advice and available resources.

Have you seen the outcome you were hoping for?

Yes a hundred percent

What could they have done better?

Absolutely nothing

Dacre:

Thank you very much, Paula, for taking the time to leave such a positive review. I am delighted to know you have achieved the financial outcome you were hoping for. Over the years, we have explored a range of investment opportunities aligned with your financial objectives, ensuring that each option was clear and accessible. My focus has always been on providing advice and resources that empower my clients, giving you the confidence to make informed decisions for your financial future. Independent financial planning can make a significant difference by offering a tailored approach, and I am glad working together has delivered the results you wanted. Thank you for having confidence in me and the DBL team. Dacre

Review

by a verified client in Cheshire

3 months ago

Overall

Advice

Service

Value

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

We have working with Dacre for over 20 years

How has Dacre Staines helped you?

He has helped us with long term financial planning

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Dacre:

Claire, thank you for your 5 star feedback. I am delighted to hear your kind words and to know that I have been able to support you over the past 20 years. Your trust and confidence in my advice mean a great deal to me. It is wonderful to hear that you feel satisfied with the long-term financial planning we have undertaken together, and that you have seen the outcomes you were hoping for. This highlights the value of a thoughtful, well-structured plan and the peace of mind that comes with knowing your financial future is secure. I look forward to continuing to work closely with you to ensure that your financial arrangements remain aligned with your objectives, and to providing you with the personalised, independent advice that is at the heart of what I do. Dacre

Review

by a verified client in Manchester

4 months ago

Overall

Advice

Service

Value

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

The necessity for high quality Private Pension advice

How has Dacre Staines helped you?

Providing well thought and balanced advice.

Have you seen the outcome you were hoping for?

Not yet -Time will tell!

What could they have done better?

Nothing

Dacre:

Hi Gaby, Thank you for taking the time to leave such a thoughtful review. It is rewarding to hear that you have found my advice to be well thought out and balanced. My focus is always on delivering high-quality, independent advice, especially in areas as crucial as pension planning. I understand that navigating financial objectives can be daunting, and I strive to provide my clients with clarity and confidence. I appreciate the sarcasm with your response to outcomes and helpfully the budget will not cause too much of a problem for the overall plan. I am committed to supporting you throughout this journey. Should you have any further questions or need assistance, please do not hesitate to contact me. Dacre

Review

by a verified client in Cheshire

4 months ago

Overall

Advice

Service

Value

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

Long term financial planning

How has Dacre Staines helped you?

He has provided financial advice for over 20 years which has allowed me to comfortably retire early and support my family

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Dacre:

Hi Claire, thank you very much for your thoughtful review, it means a lot to me. I am thrilled to hear that our financial planning services have enabled you to retire comfortably and support your family after many years of working together. It is always rewarding to see clients achieve their financial objectives, especially when it leads to such a significant life change, like early retirement. Our focus on independent advice and comprehensive cashflow modelling helps clients like you feel confident about their financial future. We strive to provide tailored solutions that reflect the unique needs of each individual, ensuring they can enjoy their desired lifestyle while planning for what lies ahead. Thank you again for your kind words, and we look forward to continuing to support you in the future. Dacre

Review

by a verified client in Cheshire

4 months ago

Overall

Advice

Service

Value

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

To build on my forward financial planning using expertise and experience to ensure effective retirement planning

How has Dacre Staines helped you?

Clear investment and retirement planning with a drawdown plan to meet our needs

Have you seen the outcome you were hoping for?

Yes

Dacre:

Thank you very much for taking the time to leave a review. I appreciate your kind words and I am delighted to hear about your positive experience. When we first began working together, you wanted to enhance your financial planning to ensure a secure and effective retirement. By implementing a clear strategy and a tailored drawdown plan, we were able to align your financial objectives with your aspirations. It is rewarding to know that you have achieved the outcome you were hoping for. Your experience highlights the benefits of thorough financial planning and the importance of independent advice. I am committed to providing a service that gives clients confidence about their financial future through cashflow modelling and strategic planning. I look forward to catching up again soon, Dacre.

Review

by a verified client in Cheshire

5 months ago

Overall

Advice

Service

Value

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

needed a pension

How has Dacre Staines helped you?

set up a pension and manages it and advises me on it

Have you seen the outcome you were hoping for?

yes

Dacre:

Hi John, Thank you for completing this so promptly, as I know how busy you are. Your feedback is incredibly helpful as it allows me to understand how we can continue to support you effectively. It has been a pleasure working with you for the last 20 years and helping you plan for your retirement, which is getting closer….! :-) I look forward to continuing to work with you for the next 20 years and supporting you on your financial journey. Dacre

First impression

by a VouchedFor user

9 months ago

Overall

Please provide a brief comment about your experience with Dacre

Dacre was very welcoming and made me feel at ease. He was very patient and understanding when explaining things. He had an excellent knowledge of the areas that we discussed and gave me some very useful insights and options open to me. The initial meeting was both useful and informative and I look forward to moving things on in the future

Dacre:

Kurt, thank you for taking the time to complete this. It was a pleasure meeting with you and getting to understand the financial advice experience you have had for the last 20+ years. Hearing that our financial planning service is very different to what you are used to and that it will be a considerable benefit to you both is great news. I look forward to meeting with you again next month to start your financial planning journey. Dacre

Review

by a verified client in Cheshire

10 months ago

Overall

Advice

Service

Value

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

Evolving financial position

How has Dacre Staines helped you?

Coalition of thinking combined with huge experience

Have you seen the outcome you were hoping for?

Indeed

What could they have done better?

Nothing I can identify

Dacre:

Gerald, thank you so much for taking the time to leave a review. Whilst you are exceptionally financially aware and have clearly defined ideas, this could present financial planning challenges for some. However, over the last 20 years you have always been open to different planning ideas and it has been a pleasure working with you. The ever evolving financial plan has always made our meetings interesting and enjoyable. I look forward to working with you and your children for many years to come.

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

Need to manage my investments now and for the future.

How has Dacre Staines helped you?

Dacre and his company have managed my and my late husband’s investments for a number of years. Following my husband’s death I was very comfortable to rely on his advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

Dacre:

Thank you so much for your kind words and for taking the time to leave this review. It has been a pleasure to work with you over the years and to help manage your investments during such important times in your life. I am grateful for the trust you placed in me and the DBL team, especially following the passing of John. It means a great deal to know that you feel comfortable and confident with the advice and service I have provided. I am committed to continuing to support you and ensuring that your financial future remains secure. I look forward to catching up again soon. Dacre

Review

by a verified client in East Riding

a year ago

Overall

Advice

Service

Value

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

Sold shares in my business and needed advice on how to invest and plan for the future financially

How has Dacre Staines helped you?

Provided guidance and ongoing support

Have you seen the outcome you were hoping for?

So far yes

Dacre:

It is great to receive such positive feedback after our initial meeting. I am really looking forward to working with you to achieve your goals following the sale of your business. It is always nice to receive a referral to a new client from a family member who I have worked with for many years! :-) I am looking forward to the next meeting and putting your financial plan in place.

Review

by a verified client in Yorkshire

a year ago

Overall

Advice

Service

Value

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

To switch my private pension into an actively managed portfolio

How has Dacre Staines helped you?

Regular one to one meetings throughout the last 20 years. Either at workplace or phone and more recently by video conference

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing in particular comes to mind

Review

by a verified client in Leicestershire

a year ago

Overall

Advice

Service

Value

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

Investing money for buying my first house

How has Dacre Staines helped you?

Honest advice and recommendations about savings, pensions and investments. Then setting up what was recommended and follow up details and meetings regarding them.

Have you seen the outcome you were hoping for?

Yes and more

What could they have done better?

Nothing

Review

by a verified client in Oxfordshire

a year ago

Overall

Advice

Service

Value

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

I took over using DBL management 19 yrs ago from my husband who passed away 2013

How has Dacre Staines helped you?

He advises me on all aspects of my investments

Have you seen the outcome you were hoping for?

Yes I have

Review

by a verified client in Manchester

a year ago

Overall

Advice

Service

Value

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

For both business and personal financial planning.

How has Dacre Staines helped you?

Dacre has helped with all aspects of my personal and professional financial planning and has done so in a friendly and approachable way meaning nothing is too much trouble giving me confidence in my decisions.

Have you seen the outcome you were hoping for?

Yes very much so, I couldn't be happier with the outcomes based on the advice received.

What could they have done better?

I genuinely can think of nothing.

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

A company pension scheme

How has Dacre Staines helped you?

Monitors our portfolio regularly and we meet annually to discuss

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

Advice in managing financial position

How has Dacre Staines helped you?

Balanced sensitive advice Professional

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

First job, not long term needed to look after my money in the long run

How has Dacre Staines helped you?

He’s made things very easy, explained a lot and helped me decide where and what I wanted to do with my money

Have you seen the outcome you were hoping for?

Yes, he’s been very helpful and friendly.

What could they have done better?

Not a lot

Review

by a verified client in Cumbria

a year ago

Overall

Advice

Service

Value

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

I needed expert advice in financially planning for my future

How has Dacre Staines helped you?

He’s helped me to understand all the various options available to me, enabling me to make informed choices.

Have you seen the outcome you were hoping for?

Yes Dacre has been extremely helpful

What could they have done better?

Nothing comes to mind

Review

by a verified client in London

a year ago

Overall

Advice

Service

Value

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

Increase in income

How has Dacre Staines helped you?

He has been a great sound board for any financial decisions I need to make

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

I was initially looking for some pensions advice from Dacre

How has Dacre Staines helped you?

He has helped across the board with financial advice and planning. Even if it’s not a service he provides, he has a great network of trusted professionals he can refer me to.

Have you seen the outcome you were hoping for?

I’ve been working with Dacre for around 15 years and he consistently delivers the right outcomes for me

What could they have done better?

Nothing I engage Dacre on an ad hoc basis but he always provides a 1st class service, which makes me feel like a valued customer.

Review

by a verified client in Somerset

a year ago

Overall

Advice

Service

Value

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

A trusted financial advisor who could manage my financial future at the start of my rugby career

How has Dacre Staines helped you?

He has helped me build my wealth in the background of my life. Helped me understand & learn about building long term wealth.

Have you seen the outcome you were hoping for?

Yes, advised me very well and taught me a lot along the way.

What could they have done better?

Nothing

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

Amalgamating pensions and wanting to start investment arrangements for my sons too

How has Dacre Staines helped you?

Think longer term, understand likely future income stream from pension and investment 15+ years from now.

Have you seen the outcome you were hoping for?

Yes despite challenging market, what’s more all clearly explained.

Review

by a verified client in North Yorkshire

a year ago

Overall

Advice

Service

Value

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

Needed some financial advice

How has Dacre Staines helped you?

Very professional and gives confidence

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing!

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

Initially it was about long term financial planning as a new graduate, this has developed over 25 years to now starting more to focus on planning for retirement.

How has Dacre Staines helped you?

In numerous ways - helping grow our investments both in ISA's, Pensions and other investment vehicles through active management, by making recommendations around long-term insurance / protection to suit our lifestyle / age etc. Providing guidance to our 18 year old daughter as she starts her own financial 'journey' and guidance to us around inheritance tax planning etc.

Have you seen the outcome you were hoping for?

Yes - 100%

What could they have done better?

Nothing, service is exemplary

Review

by a verified client in Manchester

a year ago

Overall

Advice

Service

Value

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

Wanting to consolidate multiple pension pots, and latterly having some spare money to invest

How has Dacre Staines helped you?

Dacre has helped to establish risk appetite, and make realistic future plans… as well as assisting with ad hoc admin requirements

Have you seen the outcome you were hoping for?

Yes, I have funds invested in line with my personal appetite for risk

What could they have done better?

General markets could have performed better, but I can’t really hold Dacre responsible for that.

Review

by a verified client in Lancashire

a year ago

Overall

Advice

Service

Value

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

Financial wellbeing for me and my family.

How has Dacre Staines helped you?

Provided a financial plan to ensure we have piece of mind now and in retirement.

Have you seen the outcome you were hoping for?

Yes, fantastic advice and service. Dacre and the team are always available to answer any questions or concerns.

What could they have done better?

N/A

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

I had a stakeholder pension and needed an advisor

How has Dacre Staines helped you?

By making sure my money invested is invested wisely

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in Norfolk

a year ago

Overall

Advice

Service

Value

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

Started to earn a lot of money and wanted to make sure I was investing the right things to make the most out of the money I was making.

How has Dacre Staines helped you?

Hugely he’s an honest man who understands how to help get the best out future proofing my finances.

Have you seen the outcome you were hoping for?

Yes definitely and it helped me future proof me wealth.

What could they have done better?

Done it earlier

Review

by a verified client in Lancashire

a year ago

Overall

Advice

Service

Value

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

I first looked for an advisor for pension planning in the 1980's.

How has Dacre Staines helped you?

Dacre listens to what I state what I want from my investments/pensions and then advises me accordingly. He is usually right.

Have you seen the outcome you were hoping for?

Somewhat

Review

by a verified client in Northumberland

a year ago

Overall

Advice

Service

Value

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

I needed to ensure my savings were being used effectively.

How has Dacre Staines helped you?

he has given great advice and always been there when needed

Have you seen the outcome you were hoping for?

yes definitely

What could they have done better?

nothing

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

I have been a client for over 50 years., and had a good working relationship with the company. I was impressed by the way they helped clients, so I transferred all my pensions across to them.

How has Dacre Staines helped you?

Keeps me updated with pension advice.

Have you seen the outcome you were hoping for?

Yes, I rely on them to maximise my pension’s performance.

What could they have done better?

Totally satisfied

Review

by a verified client in Cumbria

a year ago

Overall

Advice

Service

Value

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

Needed financial advice and help with planning

How has Dacre Staines helped you?

Superb advice

Have you seen the outcome you were hoping for?

Yes

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

Confidence and trust in an advisor.

How has Dacre Staines helped you?

Structuring long-term retirement planning.

Have you seen the outcome you were hoping for?

Yes, I have the confidence to trust Dacre to work with me so I am able to make the right financial decisions for myself.

What could they have done better?

Nothing.

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

Am time poor

How has Dacre Staines helped you?

Pragmatic and honest advice

Have you seen the outcome you were hoping for?

To a degree, yes

What could they have done better?

Nothing.

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

Sold a business

How has Dacre Staines helped you?

He’s been responsive and proactive and very supportive.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in Lancashire

a year ago

Overall

Advice

Service

Value

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

We were unhappy with our existing advisor and Dacre was recommended by someone we trusted.

How has Dacre Staines helped you?

He helped us with our investments and our retirement income.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

Several years ago we wanted to look at increasing our pension savings and needed a local advisor who would understand our requirements and propose solutions

How has Dacre Staines helped you?

Provided suggestions, advice & solutions that have allowed us to effectively increase our pension savings

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

We where looking for long term financial planning and have now been advised by Dacre for 25 years

How has Dacre Staines helped you?

He has helped me achieve my goal of early retirement whilst also being able to support and plan for my children’s future and inheritance .

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing his advice and support has been exceptional

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

Change in market influences

How has Dacre Staines helped you?

Sound advice on pension

Have you seen the outcome you were hoping for?

What could they have done better?

More regular advice due to changing circumstances

Review

by a verified client in Manchester

a year ago

Overall

Advice

Service

Value

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

I had a sum of money that I wanted to invest and Dacre was recommended to me

How has Dacre Staines helped you?

They have kept me informed and been available when I have contacted them for advice. Occasionally, the amount of detailed information has been more than I needed, or understood , for that matter!

Have you seen the outcome you were hoping for?

Mostly, though investment value has varied over the past two years - this is probably due to the National and global circumstances

What could they have done better?

Offered summaries instead of detail

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

Investing my pension and inherited money

How has Dacre Staines helped you?

I am not financial minded and so have followed Dacre's advice to the letter. It has been good advise and has given me peace of mind.

Have you seen the outcome you were hoping for?

Given the financial environment over the last 10 years, I am very happy with the management of my investments

What could they have done better?

Nothing I can think of.

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

I have had such an adviser for more than 40 years. It's a natural requirement for someone with a complex financial position.

How has Dacre Staines helped you?

Sage, experienced advice in all areas that concern me.

Have you seen the outcome you were hoping for?

Yes, plus ongoing.

What could they have done better?

Hard to know, I request and he consistently delivers.

Review

by a verified client in Northumberland

a year ago

Overall

Advice

Service

Value

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

Having encountered a totally inept advisor Dacre was recommended and it proved to be good advice.

How has Dacre Staines helped you?

Dacre has put our mind at ease with his total professionalism.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Put some cheese in the hamper

Review

by a verified client in Leicestershire

a year ago

Overall

Advice

Service

Value

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

It become obvious I needed to plan for the future be smart with my investments. Dacre was introduced to me and instantly we got a plan together.

How has Dacre Staines helped you?

Planning, investments, security and planning and being ready to transition from professional sport into my next role.

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

At this stage nothing I couldn’t be happier with how it’s gone.

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

Didn’t have a pension

How has Dacre Staines helped you?

Solid pension advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

Mortgage

How has Dacre Staines helped you?

By investing wisely

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing

Review

by a verified client in Leicestershire

a year ago

Overall

Advice

Service

Value

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

Professional rugby player and wanted to make the most with my money

How has Dacre Staines helped you?

He’s advised me how to save tax by paying directly into my pension

Have you seen the outcome you were hoping for?

Yes pension and investment savings are doing well

What could they have done better?

Buy me more coffees

Review

by a verified client in Manchester

a year ago

Overall

Advice

Service

Value

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

Pension planning

How has Dacre Staines helped you?

Nearly 10 years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing to note

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

Dacre has been advising me for 20+ years

How has Dacre Staines helped you?

Helped me plan for my retirement and his knowledge / expertise is second to non.

Have you seen the outcome you were hoping for?

Very much so. Dacre and his team are exceptional and a huge asset in the planning of my retirement.

What could they have done better?

Nothing

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

Business payout investment advice

How has Dacre Staines helped you?

Maximised the opportunity, opened my eyes to the long term implication of my current financial situation

Have you seen the outcome you were hoping for?

Obviously I would appreciate a greater portfolio to work with but without a magic wand this is out of Dacre’s control!!

What could they have done better?

N/A

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

Pension and Financial advice

How has Dacre Staines helped you?

Personal attention to my specific needs

Have you seen the outcome you were hoping for?

Yes

Review

by a verified client in Gloucestershire

a year ago

Overall

Advice

Service

Value

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

Increase in wage, looking for advice.

How has Dacre Staines helped you?

He has helped me in many ways from financial planning to insurance and investments.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

I have no issues

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

Surplus funds

How has Dacre Staines helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

I have been with the organisation for many years and are happy with the advice received

How has Dacre Staines helped you?

his manner , efficiency and attention to detail.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

Retirement and needed urgent advice on how to proceed with my private pension

How has Dacre Staines helped you?

His advice over the years has been invaluable

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - Dacre and his staff are always courteous and informative if I have a problem

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

the need to sort my money it was in a mess

How has Dacre Staines helped you?

sound advise

Have you seen the outcome you were hoping for?

it is inproving

What could they have done better?

nothing

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

I am self-employed and needed to plan my pension initially. It then moved in to mortgages and insurances as I had a family.

How has Dacre Staines helped you?

He has provided the advice and guidance on what policies would work best for me and my family given our specific circumstances.

Have you seen the outcome you were hoping for?

Yes.

Review

by a verified client in Manchester

a year ago

Overall

Advice

Service

Value

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

We came into an inheritance

How has Dacre Staines helped you?

We are happy with the results of our investments. The world events can not be accounted for changes that happen to finances.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

I managed to save some mopney

How has Dacre Staines helped you?

Good advice over many years

Have you seen the outcome you were hoping for?

Yes

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

Timing was right

How has Dacre Staines helped you?

Made me more organised.

Have you seen the outcome you were hoping for?

Yes. Very impressed.

What could they have done better?

Nothing.

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

my need for financial planning advice

How has Dacre Staines helped you?

a personal honest service

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Review

by a verified client in Durham

a year ago

Overall

Advice

Service

Value

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

Professional financial advice on matters about which I was not confident.

How has Dacre Staines helped you?

Explained financial matters regarding my own situation and indicated the best way forward.

Have you seen the outcome you were hoping for?

Yes 100%

What could they have done better?

In my opinion nothing

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

Pension advice

How has Dacre Staines helped you?

Dacre is very clear and straightforward when giving advice, and has taken time to understand my requirements

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing

Review

by a verified client in Durham

a year ago

Overall

Advice

Service

Value

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

The necessity to ensure that my pension funds are properly managed and monitored.

How has Dacre Staines helped you?

As I have already stated, by monitoring and managing my portfolio and endeavouring to make progress in currently difficult markets.

Have you seen the outcome you were hoping for?

In spite of the difficulties of the last two years I am happy that my funds are being well managed.

What could they have done better?

I do not think that there is anything that could have been done better without the aid of a magic wand and crystal ball.

Review

by a verified client in Surrey

a year ago

Overall

Advice

Service

Value

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

Increasingly complex financial affairs, and decreasing time available to look after them.

How has Dacre Staines helped you?

Provided both proactive and reactive advice, as well as giving feedback on my own ideas/plans.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

Required safest possible protection of my pension

How has Dacre Staines helped you?

Long term planning g advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing g comes to mind.

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

Investment & retirement planning

How has Dacre Staines helped you?

See above - have clear plan and confidence in secure retirement

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

We were looking for a pension plan and needed some advice on the type of pension that would be suitable for our needs.

How has Dacre Staines helped you?

He regularly discusses the plan with us and our plans for the future, we have a regular meeting to catch up.

Have you seen the outcome you were hoping for?

Yes we have now had a pension for a few years and it is working well.

What could they have done better?

Nothing

Review

by a verified client in Lancashire

a year ago

Overall

Advice

Service

Value

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

RECOMMENDED by ACCOUNTANT OVER 20 Years ago

How has Dacre Staines helped you?

Both Dacre & his Mother have have offered excellent service & advise over the years

Have you seen the outcome you were hoping for?

Without any doubt

What could they have done better?

I really dont know

Review

by a verified client in Manchester

a year ago

Overall

Advice

Service

Value

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

Divorce after 30 years and starting the journey alone in the world of managing my finances

How has Dacre Staines helped you?

He has given me full confidence that I have someone who completely is in control of my specific needs and advises me at every step of changes are needed

Have you seen the outcome you were hoping for?

Absolutely feel I am looked after as best as possible and Dacre and his team are readily available to speak with me if needed I feel all my assets are managed as they should be and I’m fully aware of all the different policies I have in my portfolio

What could they have done better?

Very little I am super happy with the service provided and the app I have to monitor and access all my accounts

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

Primarily as approaching retirement age i wanted to ensure that I would have sufficient income and savings to have a comfortable retirement.

How has Dacre Staines helped you?

As well as the invaluable retirement financial advice from Dacre, he has been incredibly supportive with inheritance tax planning after the death of my husband

Have you seen the outcome you were hoping for?

Yes I am more than happy with the advice received from Dacre

What could they have done better?

Nothing that I can think of. Dacre and his staff have always responded promptly to queries and kept me informed of progress on transactions I have requested.

Review

by a verified client in Manchester

a year ago

Overall

Advice

Service

Value

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

Needed professional, help with pensions and investments

How has Dacre Staines helped you?

He has helped me in so many ways, given me confidence and understanding more about investments and pensions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can’t think of anything they could’ve done better than the service I I have received.

Review

by a verified client in Hampshire

a year ago

Overall

Advice

Service

Value

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

Setting up a SIPP prior to the sportspersons pension loophole was closed

How has Dacre Staines helped you?

Advice throughout our relationship set up various funds

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not a huge amount.

Review

by a verified client in Hertfordshire

a year ago

Overall

Advice

Service

Value

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

We had complex financial needs involving mortgages, pensions and investment

How has Dacre Staines helped you?

Impartial advice, not always trying to sell us products and instead recommending we focus on short and long term financial objectives

Have you seen the outcome you were hoping for?

Yes

Dacre:

Thank you for taking the time to complete this. It's always been a pleasure working with you and, as I have come to expect, you have answered all the questions in full detail! :-) I look forward to catching up with you again soon.

Review

by a verified client in Nottinghamshire

a year ago

Overall

Advice

Service

Value

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

Investing my maturing pension finances

How has Dacre Staines helped you?

Yes and continues to advise me

Have you seen the outcome you were hoping for?

Yes as expected

What could they have done better?

Yes if I was prepared to increase my risk levels

Dacre:

Thank you so much for the very positive feedback. There are always areas we can improve on, which makes your feedback to us very valuable. I look forward to continuing to work with you.

First impression

by a VouchedFor user

a year ago

Overall

Please provide a brief comment about your experience with Dacre

Professional, helpful and friendly.

Review

by a verified client in Cheshire

2 years ago

Overall

Advice

Service

Value

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

Planning to retire at 60 we needed to ensure our finances were robust enough to support our planned lifestyle, allowing for eventualities in later life such as care costs and inheritance / tax planning

How has Dacre Staines helped you?

A thorough financial review, periodically stress tested, and advice on lifestyle funding coupled with suggestions for investment options has helped us to live the life we want in retirement.

Have you seen the outcome you were hoping for?

Broadly yes, given the market turbulence in 2021/2022 I'm pleased we are still in a position to continue our retirement plans without any significant changes.

What could they have done better?

On occasions the follow up to review meetings could be slicker

Dacre:

Alan, Thank you for taking the time to complete this. It is helpful to understand the client's view of the advice that they have received. Needless to say, I am more than happy to discuss any of the points you are not 100% happy with in detail. With kind regards, Dacre

Review

by a verified client in Cheshire

2 years ago

Overall

Advice

Service

Value

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

I needed better control of my finances and to plan for the future

How has Dacre Staines helped you?

Dacre and DBL Asset Management have helped by supporting the change to a personal pension since becoming self employed over 21 years ago. They have also helped with personal insurance cover and critical illness cover.

Have you seen the outcome you were hoping for?

An important outcome is the knowledge that my needs are being looked after. This has resulted in a trust that is essential when dealing with a financial advisor

What could they have done better?

There is nothing that I can think of in this respect

Dacre:

Thank you for taking the time to complete this as all client feedback is very helpful. It's even better when it is so positive. I look forward to catching up soon. Dacre

Review

by a verified client in Cheshire

2 years ago

Overall

Advice

Service

Value

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

Dacre has been advising us for over 20 years .

How has Dacre Staines helped you?

Dacre has helped us with all elements of our financial and retirement planning

Have you seen the outcome you were hoping for?

Yes , I am able to retire at 55 due to his help and advice

What could they have done better?

Nothing

Dacre:

Great feedback Claire, I am pleased you can relax and enjoy your retirement. I'm looking forward to the next 20 Years! Dacre

Review

by a verified client in Manchester

2 years ago

Overall

Advice

Service

Value

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

I needed somewhere secure and trustworthy to store my pension account

How has Dacre Staines helped you?

By regukarly informing me of the current value

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Send me less detailed information, as I don't understand a lot of the detail I am regularly provided with. I tend to print out the headlines to keep track of the value.

Dacre:

Hi Nell, thank you for taking the time to complete this. I appreciate there is a lot of information and the detail is sometimes out of our control. However, we will continue to look at making the information as helpful as possible. Dacre

Review

by a verified client in Cheshire

2 years ago

Overall

Advice

Service

Value

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

I needed help

How has Dacre Staines helped you?

Gave me excellent advise

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Dacre:

Peter, thank you for the very kind review especially from someone who has known me since the start of my career. I look forward to having a catch-up soon. Dacre

Review

by a verified client in Nottinghamshire

2 years ago

Overall

Advice

Service

Value

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

Advice offered by my son recommending DBL.

How has Dacre Staines helped you?

Regular comprehensive advice regarding and appraising my financial position.

Have you seen the outcome you were hoping for?

Yes but understandably up and down

What could they have done better?

Challenged my aspirations regarding the financial return of my investment.

Dacre:

Hi Tim, thank you for the review and it has always been enjoyable working with you since your son referred you. I look forward to continuing working with you for many years to come. Dacre

Review

by a verified client in Manchester

2 years ago

Overall

Advice

Service

Value

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

Dacre was recommended by my business partner

How has Dacre Staines helped you?

Dacre continues to ensure I fully understand the funds I have invested in together with the associated risks, and that I understand the products in which my funds are placed. Dacre ensures my portfolio is regularly reviewed and updated to ensure my funds are performing as best they can.

Have you seen the outcome you were hoping for?

I have a feeling that my investment is better protected against serious volatility versus my previous investment plan.

Dacre:

Neil, thank you for taking the time to complete this. I appreciate that form filling is not everyone's thing, but it does help to hear what you think. Dacre

Review

by a verified client in Lancashire

2 years ago

Overall

Advice

Service

Value

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

My mum died & left me her property. They guided me on how to invest the proceeds.

How has Dacre Staines helped you?

He is always at the end of the phone ,if you need to actually speak to him, or any of his team.yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Dacre:

Joan, thank you for the very positive feedback, which is always nice to hear. It has been a pleasure working with you to review your financial plan so you enjoy your retirement. I look forward to seeing you both again later this year. Dacre

Review

by a verified client in Manchester

2 years ago

Overall

Advice

Service

Value

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

Inflation

How has Dacre Staines helped you?

good advice

Have you seen the outcome you were hoping for?

I'm happy with it

What could they have done better?

no I don't thinkso

Dacre:

Bill, thank you for the very positive feedback, which is even better to hear from a new client. It is always nice to be recommended and I look forward to continuing to work with you and your son. Dacre

Review

by a verified client in Cheshire

2 years ago

Overall

Advice

Service

Value

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

I was a graduate from University and wanted someone to provide me with some initial financial advice around investments, savings and pensions. Dacre has been doing that for me now for around 25 years as well as to my parents, children, extended family and friends.

How has Dacre Staines helped you?

Provided advice around ISA investments, IHT planning, protections and consolidated multiple pensions into a single fund, all of this is managed through his client platform which give me a 'single pane of glass' view of my financial affairs including investments that I've not had Dacre's adviceon

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, very happy with the service.

Dacre:

Paul, as one of my first clients it is great to hear that you are still positive about the work we do for you and your wider family. I am looking forward to our review meeting next month. Thank you for taking the time to feedback. Dacre

Review

by a verified client in Cheshire

2 years ago

Overall

Advice

Service

Value

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

initially financial planning for family inc university etc then moved to effective saving and retirement planning

How has Dacre Staines helped you?

clear financial planning particularly in relation to retirement planning to give confidence in income

Have you seen the outcome you were hoping for?

yes

Dacre:

Gordon, thank you for the great feedback. It's wonderful to hear from a client that we have had a relationship with for so long. I look forward to working with you whilst transitioning into retirement and thereafter. Dacre

Review

by a verified client in Durham

2 years ago

Overall

Advice

Service

Value

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

Needed sound professional advice.

How has Dacre Staines helped you?

He has given advice which has been clear on what has needed doing and has organised transfers of monies. Also advised re investments/pensions etc. Also face to face meetings which have been extremely useful as well as entertaining.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

As far as I’m concerned have spot on all the time

Dacre:

Alasdair, thank you so much for this review. It's been a different process getting to advise you! Initially meeting whilst advising your son when starting out in life and some years on, your son referring me back to you! Anyway, I always enjoy our meetings and look forward to the next one. Dacre

Review

by a verified client in Cheshire

2 years ago

Overall

Advice

Service

Value

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

My business had closed and I needed expert advice on the way forward with pension, retirement and financial planning for the future.

How has Dacre Staines helped you?

I needed sound advice to sort out my financial stability. Dacre stepped in and was invaluable with his advice and how I should proceed.

Have you seen the outcome you were hoping for?

I have seen the outcome I was hoping for and am more than happy with the way Dacre and his staff have overseen my affairs.

What could they have done better?

I do not think I could have had a better outcome and am more than grateful to DBL for their help and commitment over the years

Dacre:

Tony, thank for the very kind feedback. It has been a wonderful experience working with you since the introduction by your accountant. I'm sure this will continue for many years to come. Dacre

Review

by a verified client in Somerset

2 years ago

Overall

Advice

Service

Value

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

Sold my house and downsized leaving me with cash to invest

How has Dacre Staines helped you?

Planned my investment with a view to providing income

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in Cheshire

2 years ago

Overall

Advice

Service

Value

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

Because I had some money.

How has Dacre Staines helped you?

Yes

Have you seen the outcome you were hoping for?

largely

Review

by a verified client in Dorset

2 years ago

Overall

Advice

Service

Value

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

Professional analysis and advice to me as an individual

How has Dacre Staines helped you?

Maintained contact, face-to-face and telephone,

Have you seen the outcome you were hoping for?

Yes, consistency .

What could they have done better?

No comment

Review

by a verified client in Oxfordshire

2 years ago

Overall

Advice

Service

Value

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

My late husband chose DBL management due to recommendation 20 years ago

How has Dacre Staines helped you?

Dacre took over from his mother and has not failed to continue advising me on all issues of investments

Have you seen the outcome you were hoping for?

Yes indeed

What could they have done better?

I really don’t think I could find room for improvement

Review

by a verified client in Cheshire

2 years ago

Overall

Advice

Service

Value

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

I needed help

How has Dacre Staines helped you?

Yes and his team

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review

by a verified client in Cheshire

2 years ago

Overall

Advice

Service

Value

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

To be able to benefit from the resources of an expert which are not available to a member of the public.

How has Dacre Staines helped you?

Kep my investment and pension is a better shape than the "average" performance

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Not much that I can think of.

Review

by a verified client in Cheshire

6 years ago

Overall

Advice

Service

Value

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

After becoming a widow in 2006 I didn’t know which way to turn, and needed financial help.

How has Dacre Staines helped you?

Dacre helped me in so many ways. As I had no experience whatsoever in dealing with finance. He gave me the confidence, which was the best way forward to invest for my retirement.

Have you seen the outcome you were hoping for?

Yes I most certainly have. Dacre has taken all the stress out of my financial situation. If you have any worries or concerns he’s always there to offer help and advice.

What could they have done better?

I use to feel quite nervous going to meetings with Dacre. But not any more. As he explains everything in terms which I understand.

Review

by a verified client in Cheshire

6 years ago

Overall

Advice

Service

Value

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

Approaching retirement, and needing fixed protection

How has Dacre Staines helped you?

Generally excellent advice, very personable, easy to contact

Have you seen the outcome you were hoping for?

Generally , yes

What could they have done better?

Occasionally slow to send notes from meetings, I sometimes need to send reminders

Review

by a verified client in Cheshire

6 years ago

Overall

Advice

Service

Value

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

Retirement planning, investments and savings and inheritance planning

How has Dacre Staines helped you?

Having regular meetings, asking detailed relevant questions to understand my financial knowledge, needs and risk levels.

Have you seen the outcome you were hoping for?

Yes I feel my finances are well managed with a healthy balanced portfolio in line with my financial risk levels.

What could they have done better?

I cannot think of anything that may improve the service I currently receive. Dacre or one of his colleagues always readily available to answer any queries I may have.

Review

by a verified client in Nottinghamshire

6 years ago

Overall

Advice

Service

Value

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

Moving a pension from my bank

How has Dacre Staines helped you?

Advised options

Have you seen the outcome you were hoping for?

As expected

Review

by a verified client in Cheshire

6 years ago

Overall

Advice

Service

Value

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

Not a clue what to do with my money and how.

How has Dacre Staines helped you?

Helped me make a decision by providing me with all the information I needed to make those decisions

Have you seen the outcome you were hoping for?

Early days yet but ok up to now

What could they have done better?

Nothing.

Review

by a verified client in North Yorkshire

6 years ago

Overall

Advice

Service

Value

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

Company pension investment

How has Dacre Staines helped you?

Gave good advice on investment risk.

Have you seen the outcome you were hoping for?

Very much so. Although in recent months the market has not been very kind.

What could they have done better?

Possibly more communication during times of recession.

Review

by a verified client in Cheshire

7 years ago

Overall

Advice

Service

Value

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

To seek advice regarding a pension and the tax benefits associated with it.

How has Dacre Staines helped you?

He gave me sound advice, regarding the companies I had researched with a view to investing.

Have you seen the outcome you were hoping for?

Yes the plan is in place and I am more than happy with the progress.

What could they have done better?

It became a little frenetic towards the end with the end of the tax year approaching but we managed to get it over the line.

Review

by a verified client in Cheshire

9 years ago

Overall

Advice

Service

Value

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

Business queries regarding pensions advice and auto enrolment.

How has Dacre Staines helped you?

He answered the questions that I had and explained the different ways that contributions can be made to pensions.

Have you seen the outcome you were hoping for?

Yes, so far I'm happy that I know what I have to do to complete our businesses auto enrolment obligations.

What could they have done better?

Nothing, he was very helpful.

Review

by a verified client in Cheshire

9 years ago

Overall

Advice

Service

Value

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

Reduction in Lifetime allowance as I approach retirement.

How has Dacre Staines helped you?

Very approachable, very helpful, and set out a number of options. Clarified my lifetime allowance exposure and clarified my final salary pension element.

Have you seen the outcome you were hoping for?

Yes, so far, but very early days.

What could they have done better?

Dacre seemed to rather discount taking the maximum possible as 25% tax free, and then further investing, and seemed to favour taking the full final salary element as a monthly pension. I'm still unsure about what decision to take, but plenty of time before I need to decide.

Review

by a verified client in Cheshire

10 years ago

Overall

Advice

Service

Value

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

Company separated from parent company, necessitating leaving group pension scheme.

How has Dacre Staines helped you?

Provided comprehensive illustrations to enable an informed decision.

Have you seen the outcome you were hoping for?

In addition to my current plan, he also advised on two other funds I own. Expectations exceeded.

Review

by a verified client in Lancashire

10 years ago

Overall

Advice

Service

Value

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

I HAVE REALISED THAT MY FINANCES REALLY NEED TO BE CONTROLLED AND UPDATED ON A REGULAR BASIS, THEREFORE DACRE WAS AN EASY CHOICE.

How has Dacre Staines helped you?

HE GUIDED ME THROUGH MY ISSUES AND MADE SUGGESTIONS WITHOUT FORCING ME ON MAKING ANY CHOICES, WHICH I REALLY APPRECIATED.

Have you seen the outcome you were hoping for?

MY POLICIES ETC HAVE JUST BEEN TRANSFERRED AND THE PAPERWORK IS NOW IN PLACE SO I KNOW WHO MY POLICIES ARE WITH AND THAT THEY ARE BEING SERVICED TO THE LEVEL WE TALKED ABOUT.

What could they have done better?

DACRE WAS A GENTLEMAN WITH ME. HE WAS HELPFUL, EXPLAINED THE WHAT AND IF'S WHICH I REALLY APPRECIATED. HE DIDN'T HIDE ANY COST AND EXPLAINED EVERYTHING IN DETAIL WITH ME SO I FELT CONFIDENT LEAVING THE BUILDING.

Review

by a verified client in London

10 years ago

Overall

Advice

Service

Value

How has Dacre Staines helped you?

Understands exactly what I want and then is able to construct a plan that is tailored to my individual needs

Review

by a verified client in Cheshire

10 years ago

Overall

Advice

Service

Value

How has Dacre Staines helped you?

Makes things easy for me. I trust Dacre 100% with my finances and as a result I trust him to make the best decisions for me.

What could they have done better?

Dress.

Review

by a verified client in Cheshire

10 years ago

Overall

Advice

Service

Value

How has Dacre Staines helped you?

Dacre takes time to listen and understand my financial position, future requirements and my attitude to risk. He is friendly, approachable, knowledgable and professional.

What could they have done better?

Generally very happy with the service and find the regular financial report very helpful except for the glitch in the system which double counts the value of my SIPP in my total assets making the bottom line looking very healthy but unfortunately too high.

Review

by a verified client in Durham

10 years ago

Overall

Advice

Service

Value

How has Dacre Staines helped you?

Pretty well everything!

Review

by a verified client in Cheshire

10 years ago

Overall

Advice

Service

Value

How has Dacre Staines helped you?

He keeps me informed of all money matters relating to my portfolio and gives me advise when necessary

Review

by a verified client in Cheshire

10 years ago

Overall

Advice

Service

Value

How has Dacre Staines helped you?

Friendly service and addresses all my issues and concerns positively with sound advice..