David's reviews
Reviewed for
Insurance and Protection ( 22 )
Mortgages ( 14 )
Pensions ( 49 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 15 )
Auto Enrolment ( 1 )
Investments and Savings ( 32 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 7 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 16 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 4 )
£100k - £200k ( 5 )
£50k - 100k ( 7 )
Up to £50k ( 12 )
Review
by a verified client in Dorset
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To generate revenue from house sale
How has David Savage helped you?
David has been a tremendous help to me in providing friendly and considered advise and reassurance when dealing with my finances. The results gained from his advise means I now trust him implicitly in handling my investments and I don't have to worry about things being handled correctly. David always keeps me informed of any changes and ensures I understand the implications of decisions I make based on his advice. It is a tremendous comfort to know that David is keeping an eye on my investments and to know I can get his advise, not only on investments, but also on my financial strategy.
Have you seen the outcome you were hoping for?
The outcome has been exactly what I was hoping for given that at the outset I had little idea how I might achieve what I had in mind, and it is David who is responsible for providing that. Thanks to David's input I now feel secure.
What could they have done better?
I and quite happy with the service David has provided and would really struggle to look for improvement.
Review
by a verified client in Somerset
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying a hotel
How has David Savage helped you?
Climes for critical illness personal insurance and savings
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Very happy with service
Review
by a verified client in Somerset
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for advice for long term investments and savings.
How has David Savage helped you?
I have received excellent advice and assistance with investments, savings and pensions.
Have you seen the outcome you were hoping for?
Yes, returns on investments have been very good and undoubtedly better then I could have achieved without advice.
What could they have done better?
Nothing, I'm very happy with all advice received.
Review
by a verified client in Dorset
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed financial advise
How has David Savage helped you?
Advise on investments and pensions
Have you seen the outcome you were hoping for?
Satisfied with the investments at the moment
What could they have done better?
Happy with the service
Review
by a verified client in Somerset
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My pensions were in a mess.
How has David Savage helped you?
He’s made the pensions work better for me.
Have you seen the outcome you were hoping for?
The predicted outcome is looking great.
What could they have done better?
Nothing. He only moved/transferred things to my benefit and left other pensions alone that were already working well.