Reviewed for
Pensions ( 2 )
Investments and Savings ( 2 )
Reviewers' assets
£200k - £500k ( 1 )
£50k - 100k ( 1 )
Up to £50k ( 1 )
Client reviews
Review from verified client
April, 2015
Overall
Advice
Service
Value
Based in Lancashire
How has Dave Oldrid helped you?
David has advised us for many years now and we are completely happy with all aspects of our dealings with him ,which have been pension and investments
Review from verified client
March, 2015
Overall
Advice
Service
Value
Based in Lancashire
How has Dave Oldrid helped you?
David is always on time for his appointment with us. He makes us fully aware of the current markets & trends also pointing out the risks of investments which are suitable to us in the market place.
What could they have done better?
n/a as never had a fault with David
Review from verified client
February, 2015
Overall
Advice
Service
Value
Based in Lancashire
How has Dave Oldrid helped you?
We have been a client of David's for many years and have always had great faith in his advice. During our yearly meeting to review our finances he always listens to our point of view, understands our goals and our attitude to risk. He is always reliable and honest even when the market has not always been good. He always does what he says he will and we know we can call on his help and advice at any time during the year.