Dacre's reviews
Reviewed for
Insurance and Protection ( 28 )
Mortgages ( 4 )
Pensions ( 124 )
Retirement income (annuities, drawdown) ( 71 )
Auto Enrolment ( 4 )
Investments and Savings ( 108 )
Pension Transfers - Non Specialist ( 24 )
Inheritance Planning ( 51 )
Long Term Care ( 15 )
Pension Transfers - Specialist ( 21 )
Financial Planning ( 99 )
Financial Mentoring ( 21 )
Financial Coaching ( 7 )
( 2 )
Reviewers' assets
£500k+ ( 59 )
£200k - £500k ( 15 )
£100k - £200k ( 9 )
Up to £50k ( 4 )
( 4 )
£50k - 100k ( 3 )
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?
Looking after my pension and investments.
How has Dacre Staines helped you?
Helping me with all my finances making sure I make the right decisions.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Can’t think of anything Dacre and his team could do better. They are so helpful in every aspect so professional.
Dacre:
Elaine, thank you for your wonderful 5 star review. I do appreciate your kind words and am delighted to hear that you have found my support helpful and professional. Managing pensions and investments can be complex, and I am pleased that my guidance has given you confidence in making the right financial decisions. Seeing that you have achieved the outcomes you were hoping for is fantastic, and it is always my priority to ensure your financial plans remain on track. I look forward to continuing to support you and providing the independent advice that helps you feel secure in your financial future. If there is ever anything more I can do, please do not hesitate to let me know. DacreReview
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?
We have been with Dacre for a number of years now.
How has Dacre Staines helped you?
Dacre advises you in a way that is easy to understand, causing you to worry less about your financial future.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Dacre:
Angela, thank you for your wonderful 5 star review. It is a pleasure working with both you and Steve, I appreciate your kind words. It is great to know that my advice has helped simplify financial matters for you and provided reassurance about your future. Ensuring clients feel confident and secure in their financial plans is a key part of my role, and I am delighted that you have found our discussions clear and helpful. I look forward to continuing to support you in the years ahead. If there is ever anything you would like to discuss, please do not hesitate to contact me. DacreReview
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance as my mother died.
How has Dacre Staines helped you?
I close down my business & property they helped me to invest into a pension.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing
Dacre:
Joan, thank you for your 5 star review. I really appreciate you taking the time to share your feedback. I understand that navigating financial decisions can be challenging, especially alongside closing down a business and handling property. I am pleased to have helped you invest into a pension, ensuring your financial future is well-structured. It is great to hear that you have seen the outcome you were hoping for. At DBL , we pride ourselves on providing independent advice tailored to each client’s needs, and I am delighted that the support we have provided has been valuable to you. I look forward to continuing to assist you with your financial planning. DacreReview
by a verified client in Outside UK
4 months 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. DacreReview
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?
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