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
2 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
2 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. DacreReview
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?
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. DacreReview
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?
N/-
How has Dacre Staines helped you?
NA
Have you seen the outcome you were hoping for?
Na
What could they have done better?
Na
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. DacreReview
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?
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