Daniel's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 52 )
Retirement income (annuities, drawdown) ( 57 )
Investments and Savings ( 42 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 26 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 30 )
Financial Mentoring ( 8 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 18 )
£100k - £200k ( 10 )
( 1 )
Up to £50k ( 1 )
£50k - 100k ( 5 )
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?
Needed a better return on my pension
How has Daniel Whitton helped you?
Dan has been a great help in implementing my early retirement and has given me excellent guidance on this
Have you seen the outcome you were hoping for?
The outcome was what I was hoping for
What could they have done better?
Nothing comes to mind at this moment in time
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?
coming up to retirement and needed to find someone to guide me through what to do with my pension pot.
How has Daniel Whitton helped you?
Daniel has helped with my investments in the stock market and drawdown
Have you seen the outcome you were hoping for?
yes absolutely, no problems with Daniel's sound advice .
What could they have done better?
N/A
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?
After retiring we were looking for advice on how to invest our savings and to also look how to invest for our daughters future.
How has Daniel Whitton helped you?
With our view to low risk investments Daniel fully understands our reasoning and bases his advice on that.
Have you seen the outcome you were hoping for?
Yes. We also understand and accept there will be ups and downs in the market and this is discussed at our reviews.
What could they have done better?
At the moment, nothing.
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?
Pension advice
How has Daniel Whitton helped you?
Helping to plan for retirement
Have you seen the outcome you were hoping for?
Not retired yet
What could they have done better?
Nothing, all is as expected
Review
by a verified client in Norfolk
2 months 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