Reviewed for

Insurance and Protection ( 12 )

Mortgages ( 11 )

Pensions ( 13 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 6 )

Investments and Savings ( 16 )

Pension Transfers - Non Specialist ( 4 )

Inheritance Planning ( 3 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 4 )

Financial Planning ( 11 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 7 )

£200k - £500k ( 3 )

£100k - £200k ( 2 )

Up to £50k ( 3 )

£50k - 100k ( 1 )

Client reviews

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Suffolk

What were the circumstances that caused you to initially look for an adviser?

Poor previous advice from other adviser's led me to Dan. He has fulfilled my expectations in helping me manager my pensions, and has given me good advice on mortgages and investments.

Have you seen the outcome you were hoping for?

Advice and outcomes are not totally compatible as I see it as there are many factors which ''hope'' and the final result can change due to outside circumstances. What I can say is Dan has helped me chose the right path for what I need.

How has Daniel Clayden helped you?

Pensions and mortgage advice.

What could they have done better?

None that I can think of, unless he could have predicted covid and war?

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Leicestershire

What were the circumstances that caused you to initially look for an adviser?

Buying a house

Have you seen the outcome you were hoping for?

Yes

How has Daniel Clayden helped you?

Daniel helped me to find the best mortgage deal for me

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Bristol

What were the circumstances that caused you to initially look for an adviser?

House purchase

Have you seen the outcome you were hoping for?

Yes

How has Daniel Clayden helped you?

Life insurance policies

What could they have done better?

Nothing

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

Transfer of final salary scheme

Have you seen the outcome you were hoping for?

To early to say

How has Daniel Clayden helped you?

Provided advice and a plan tailored to my requirements

What could they have done better?

Nothing currently

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

I had a sum of money become available to me and wanted to understand the options available to me.

Have you seen the outcome you were hoping for?

Yes, my investment has increased in value and that was despite the impacts of Covid.

How has Daniel Clayden helped you?

He has laid out options available to me in order that I have a balanced portfolio, balancing risk with return

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

Inheritance

Have you seen the outcome you were hoping for?

Yes

How has Daniel Clayden helped you?

Rationalised investment, setting up trusts, inheritance tax planning

What could they have done better?

Improved punctuality; made reviews more regular and predictable

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

Funds to invest

Have you seen the outcome you were hoping for?

Yes

How has Daniel Clayden helped you?

Sound advice

What could they have done better?

Not sent me questionnaires to complete

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

Mortgage application

Have you seen the outcome you were hoping for?

Yes

How has Daniel Clayden helped you?

Initial mortgage application and subsequent re-mortgaging process Business loan application Life insurance and protection products Establishing investment portfolio General finance management

What could they have done better?

I pay a retainer which is to ensure that my financial affairs are reviewed on a regular basis. More frequent feedback regarding how my policies and investments are performing would be welcomed.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

Initially it was for advice on family protection then following the death of my husband I also needed investment advice.

Have you seen the outcome you were hoping for?

Yes, all my investments have done extremely well over the years

How has Daniel Clayden helped you?

Gave me guidance, researched and set up the appropriate products to invest my money in the best way at a risk that I was happy with

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Cardiff

What were the circumstances that caused you to initially look for an adviser?

My wife died

Have you seen the outcome you were hoping for?

Subject to the vagaries of the economy - yes

How has Daniel Clayden helped you?

assisted with invertsment bonds, pension policies and sorted out a mortgage for my son.

What could they have done better?

Possibly a little more regular updates on performance.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

Pension advice.

Have you seen the outcome you were hoping for?

Absolutely.

How has Daniel Clayden helped you?

The buying of an annuity with a private pension.

What could they have done better?

I can’t think of anything that would have improved the excellent service I received.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

I wished to raise money for home improvements.

Have you seen the outcome you were hoping for?

Yes, more than.

How has Daniel Clayden helped you?

Daniel helped guide me through the process which was sucessful

What could they have done better?

Nothing

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

Wanted advice on a retirement mortgage which was a new type of mortgage at the time. Contacted Daniel who came and advised us on the best way forward. Very happy with his advice then and since.

Have you seen the outcome you were hoping for?

Yes

How has Daniel Clayden helped you?

Did a full financial review for us and put our financial situation on a much better footing.

What could they have done better?

Nothing comes to mind.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Norfolk

What were the circumstances that caused you to initially look for an adviser?

I was looking for a trusted advisor to provide me with sound guidance based upon a solid understanding of the insurance and mortgage markets.

Have you seen the outcome you were hoping for?

Yes - I have always received strong and accurate advise with mortgages in particular. I have had specific requirements over the years for self-build mortgages where the advice and guidance was particularly good.

How has Daniel Clayden helped you?

Strong unbiased guidance and a huge amount of leg work to find the right products for my family and I in a timely way.

What could they have done better?

Nothing.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

initially i was looking for mortgage advice on a buy to let property and also looking into consolidating several personal pension plans

Have you seen the outcome you were hoping for?

The outcomes have exceeded initial hopes. I now have a robust view of financial position and needs allied to a comprehensive plan that provides reassurance for my wife and I as we get closer to needing to draw from our pension provisions

How has Daniel Clayden helped you?

Daniel has simplified our financial affairs and provided clarity of thought and planning to our retirement needs. Daniel has always taken the extra time required to simply but comprehensively explain why he was recommending specific products or approaches in a non technical and easy to understand way

What could they have done better?

So far I do not think there was anything they could have done better ......unless they could have swayed the Brexit vote.......

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Gloucestershire

What were the circumstances that caused you to initially look for an adviser?

I recently received a large amount of money due to a divorce. I wanted the money to work for me . I was recommended Dan by my brother in law, who is also a client.

Have you seen the outcome you were hoping for?

I have only had my money invested for a month. But I can already see it growing. So I am happy with the outcome so far.

How has Daniel Clayden helped you?

Dan talked me through everything, explaining it at a level that I understood. He has never rushed me and has been patient when I was unsure. He listened to what I wanted and understood that I am quite cautious and need reassurance. He has always made it clear that I can contact him any time if I have any questions.

What could they have done better?

I have nothing to add to this.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

Coming up to retirement just returned from working over sea need to invest lump sum and secure a pension and clear my position with UK Tax

Have you seen the outcome you were hoping for?

Yes 100% and much moor

How has Daniel Clayden helped you?

Firstly he understood exactly what i need He was very clear with his advise and went to work set up portfolio for myself and my wife Help with income tax, state pensions, ISA, life insurances, and most off all has give me pica of mind that if myself or my wife need help He would be there

What could they have done better?

I AM very please with the services we have received from clayden associates all the staff

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

Needed advice re mortgage for new home

Have you seen the outcome you were hoping for?

Yes

How has Daniel Clayden helped you?

Saved significant costs and made right choices

What could they have done better?

Unsure

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

Needed advice on purchasing my first property

Have you seen the outcome you were hoping for?

Yes

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

Needed help to find a mortgage provider that would accept us.

Have you seen the outcome you were hoping for?

Absolutely

How has Daniel Clayden helped you?

Massively, found us a number of options that worked for us having been told previously we wouldnt get one.

What could they have done better?

Nothing

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

Investment

Have you seen the outcome you were hoping for?

Yes very positive

How has Daniel Clayden helped you?

Daniel has help with all aspects of investment

Review from verified client

August, 2013

Overall

Advice

Service

Value

Based in Devon

How has Daniel Clayden helped you?

Dan Clayden has been my independent financial adviser since 2001. I have always found his recommendations sound and he is excellent at demystifying and patiently explaining the ins and outs of various saving plans, mortgages, investments and pension schemes, helping me to make informed choices. Mrs W Totnes

What could they have done better?

Dan Clayden is always approachable and encourages me to contact him with queries and/or concerns. I appreciate the annual face to face review which is always detailed and unhurried. I am very satisfied with the service he provides

Review from verified client

August, 2013

Overall

Advice

Service

Value

Based in Devon

How has Daniel Clayden helped you?

Thanks to Daniel Clayden's professional financial advice my family will benefit from efficient inheritance tax planning tailor-made to my individual requirements. Mrs C Dartmouth

Review from verified client

August, 2013

Overall

Advice

Service

Value

Based in Devon

How has Daniel Clayden helped you?

Daniel understood what was important to us, which helped him to advise us on how to get the best out of our money. It was clear that he had carefully considered how different scenarios would affect us financially and helped us to put in place plans that were suitable to cover our needs. Mr & Mrs P South Brent