Daniel's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 23 )
Pensions ( 36 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 10 )
Auto Enrolment ( 1 )
Investments and Savings ( 24 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 5 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 8 )
Financial Mentoring ( 2 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 5 )
£100k - £200k ( 6 )
( 1 )
Up to £50k ( 5 )
£50k - 100k ( 9 )
Repeat review
by a verified client in Manchester
5 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Daniel Morris helped you since your last review?
After recently starting a family, Daniel has provided me with detailed guidance on how to build up and manage a strong plan for inheritance. I want to leave my family in the strongest place possible and I feel confident that I will be able to thanks to Daniel.
Daniel:
Thank you, Sean. I really appreciate your feedback.Review
by a verified client in Worcestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had lousy advice from others
How has Daniel Morris helped you?
By giving solid advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Hopefully nothing
Daniel:
Thanks very much, Colin. Much appreciated!Repeat review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Daniel Morris helped you since your last review?
Efficiently and successfully found me a great mortgage at competitive rates.
Repeat review
by a verified client in Shropshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Daniel Morris helped you since your last review?
He has given me sound advice on my pension and investments. Advising me to move some of my investments to a different platform to get the best return.
Daniel:
Thank you Carole!Repeat review
by a verified client in Shropshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Daniel Morris helped you since your last review?
He continues to offer sound advice and explains any options we have and what are the implications of any decisions we make enabling us to feel very comfortable with our choices.
Daniel:
Thanks Andy