Daniel's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 41 )
Retirement income (annuities, drawdown) ( 46 )
Investments and Savings ( 34 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 21 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 26 )
Financial Mentoring ( 7 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 15 )
£100k - £200k ( 9 )
( 1 )
£50k - 100k ( 3 )
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 someone to help with a lump sum that needed investing.
How has Daniel Whitton helped you?
Dan has been very helpful keeping me up to date with how things are.
Have you seen the outcome you were hoping for?
Yes the funds are doing nicely and should i need any money it is accessable when needed.
What could they have done better?
Nothing that i can think of.
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?
Continuation after my husband’s death
How has Daniel Whitton helped you?
Reassurance on my drawdown
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
All oj
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?
Changing employment circumstances and a willingness to plan for retirement
How has Daniel Whitton helped you?
Provided clear paths to retirement income and advised on every stage of the process
Have you seen the outcome you were hoping for?
We are still part way through the journey but I am happy with current trend / performance
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?
historic- company pension scheme financial advisor...saved us from 1980s mis-selling ... benefits well worth fees.
How has Daniel Whitton helped you?
100% excellent advice all round, including ,sound and correct reassurances, and further advice, in financially troubling world/uk markets.
Have you seen the outcome you were hoping for?
most certainly
What could they have done better?
no room for significant improvement - well done!
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?
I wanted to keep up to date with how my private pension was performing.
How has Daniel Whitton helped you?
Daniel has helped me enormously to understand the different options for taking my pension & the implications of them all. He is very knowledgeable.
Have you seen the outcome you were hoping for?
I am now drawing on my private pension
What could they have done better?
I really can’t see that Dan could’ve done any better than he has. The advice has been sound & thorough. He listens to what we want from the income then advised on the best way to achieve it.