Reviewed for

Mortgages ( 1 )

Pensions ( 1 )

Investments and Savings ( 2 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 1 )

Client reviews

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in South Yorkshire

How has David Patrickson helped you?

David continuously ensures that he has full knowledge of all current legislation & product availability. He takes the time to understand the financial advice that you require & then acts accordingly, ensuring that you are aware of the service that shall be provided. He spends time to understand you as an individual regarding your approach to level of risk taking, your current financial situation & your future goals. Based on all of these details he then recommends suitable products. He ensures that there are regular reviews & reacts to changes in circumstances if requested. With each product recommended, David has always identified his fees or commission. He is very flexible to meet at a time that is convenient.

Review from verified client

April, 2014

Overall

Advice

Service

Value

Based in South Yorkshire

How has David Patrickson helped you?

David provides clear advice using laymans terms aiding understanding. He is proactive in diuscussing risks and potential returns clearly based on our fiancial and invetment objectives. The advice is always delivered timely with documentation completed and simply requiring signatures which eliminates the need to fill what sometimes are time consuming and confusing docuemtns. Overall the service and advice is very good and I would have no hesitation is recommending Daivd to any potential client