Daniel's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 49 )
Retirement income (annuities, drawdown) ( 54 )
Investments and Savings ( 39 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 25 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 30 )
Financial Mentoring ( 8 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 15 )
£100k - £200k ( 10 )
( 1 )
Up to £50k ( 1 )
£50k - 100k ( 4 )
Review
by a verified client in Norfolk
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Ongoing advice
How has Daniel Whitton helped you?
By providing advice as and when I ask and need them.
Have you seen the outcome you were hoping for?
yes.
What could they have done better?
I don't know of anything
Review
by a verified client in Hampshire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have always used GD White for advice When Mike retired he recommended Dan. That was a few years ago but we have found that Dan is an excellent advisor.
How has Daniel Whitton helped you?
He has always guided us and advised us on all sorts of financial situations. He is very knowledgeable and professional. Also he has always had our best interests at heart.
Have you seen the outcome you were hoping for?
Yes. At the moment all of our plans and investments are on target to keep us ticking over.
What could they have done better?
I can’t think of anything. He is always very thorough.
Review
by a verified client in Hampshire
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Ongoing financial advise regarding our pensions
How has Daniel Whitton helped you?
Always feel happy and confident that Daniel has our best interests at heart and gives us sound advice
Have you seen the outcome you were hoping for?
Most definitely
What could they have done better?
Nothing - just keep doing the great job you do
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Daniel Whitton helped you?
Financial advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Buckinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice on income options in my re
How has Daniel Whitton helped you?
He has advised on how and when to access my pension funds in the most efficient ways
Have you seen the outcome you were hoping for?
Yes