Reviewed for
Insurance and Protection ( 22 )
Mortgages ( 4 )
Pensions ( 84 )
Retirement income (annuities, drawdown) ( 46 )
Auto Enrolment ( 4 )
Investments and Savings ( 76 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 30 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 17 )
Financial Planning ( 60 )
Financial Mentoring ( 15 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 34 )
£200k - £500k ( 11 )
£100k - £200k ( 8 )
£50k - 100k ( 2 )
Up to £50k ( 4 )
( 4 )
Client reviews
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Evolving financial position
How has Dacre Staines helped you?
Coalition of thinking combined with huge experience
Have you seen the outcome you were hoping for?
Indeed
What could they have done better?
Nothing I can identify
Dacre's reply
Gerald, thank you so much for taking the time to leave a review. Whilst you are exceptionally financially aware and have clearly defined ideas, this could present financial planning challenges for some. However, over the last 20 years you have always been open to different planning ideas and it has been a pleasure working with you. The ever evolving financial plan has always made our meetings interesting and enjoyable. I look forward to working with you and your children for many years to come.
Review from verified client
February, 2024
Overall
Advice
Service
Value
Based in East Riding
What were the circumstances that caused you to initially look for an adviser?
Sold shares in my business and needed advice on how to invest and plan for the future financially
How has Dacre Staines helped you?
Provided guidance and ongoing support
Have you seen the outcome you were hoping for?
So far yes
Dacre's reply
It is great to receive such positive feedback after our initial meeting. I am really looking forward to working with you to achieve your goals following the sale of your business. It is always nice to receive a referral to a new client from a family member who I have worked with for many years! :-) I am looking forward to the next meeting and putting your financial plan in place.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Yorkshire
What were the circumstances that caused you to initially look for an adviser?
To switch my private pension into an actively managed portfolio
How has Dacre Staines helped you?
Regular one to one meetings throughout the last 20 years. Either at workplace or phone and more recently by video conference
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing in particular comes to mind
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Leicestershire
What were the circumstances that caused you to initially look for an adviser?
Investing money for buying my first house
How has Dacre Staines helped you?
Honest advice and recommendations about savings, pensions and investments. Then setting up what was recommended and follow up details and meetings regarding them.
Have you seen the outcome you were hoping for?
Yes and more
What could they have done better?
Nothing
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Oxfordshire
What were the circumstances that caused you to initially look for an adviser?
I took over using DBL management 19 yrs ago from my husband who passed away 2013
How has Dacre Staines helped you?
He advises me on all aspects of my investments
Have you seen the outcome you were hoping for?
Yes I have
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
For both business and personal financial planning.
How has Dacre Staines helped you?
Dacre has helped with all aspects of my personal and professional financial planning and has done so in a friendly and approachable way meaning nothing is too much trouble giving me confidence in my decisions.
Have you seen the outcome you were hoping for?
Yes very much so, I couldn't be happier with the outcomes based on the advice received.
What could they have done better?
I genuinely can think of nothing.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
A company pension scheme
How has Dacre Staines helped you?
Monitors our portfolio regularly and we meet annually to discuss
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Advice in managing financial position
How has Dacre Staines helped you?
Balanced sensitive advice Professional
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
-
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
First job, not long term needed to look after my money in the long run
How has Dacre Staines helped you?
He’s made things very easy, explained a lot and helped me decide where and what I wanted to do with my money
Have you seen the outcome you were hoping for?
Yes, he’s been very helpful and friendly.
What could they have done better?
Not a lot
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Cumbria
What were the circumstances that caused you to initially look for an adviser?
I needed expert advice in financially planning for my future
How has Dacre Staines helped you?
He’s helped me to understand all the various options available to me, enabling me to make informed choices.
Have you seen the outcome you were hoping for?
Yes Dacre has been extremely helpful
What could they have done better?
Nothing comes to mind
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Increase in income
How has Dacre Staines helped you?
He has been a great sound board for any financial decisions I need to make
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
I was initially looking for some pensions advice from Dacre
How has Dacre Staines helped you?
He has helped across the board with financial advice and planning. Even if it’s not a service he provides, he has a great network of trusted professionals he can refer me to.
Have you seen the outcome you were hoping for?
I’ve been working with Dacre for around 15 years and he consistently delivers the right outcomes for me
What could they have done better?
Nothing I engage Dacre on an ad hoc basis but he always provides a 1st class service, which makes me feel like a valued customer.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
A trusted financial advisor who could manage my financial future at the start of my rugby career
How has Dacre Staines helped you?
He has helped me build my wealth in the background of my life. Helped me understand & learn about building long term wealth.
Have you seen the outcome you were hoping for?
Yes, advised me very well and taught me a lot along the way.
What could they have done better?
Nothing
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Amalgamating pensions and wanting to start investment arrangements for my sons too
How has Dacre Staines helped you?
Think longer term, understand likely future income stream from pension and investment 15+ years from now.
Have you seen the outcome you were hoping for?
Yes despite challenging market, what’s more all clearly explained.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Needed some financial advice
How has Dacre Staines helped you?
Very professional and gives confidence
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing!
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Initially it was about long term financial planning as a new graduate, this has developed over 25 years to now starting more to focus on planning for retirement.
How has Dacre Staines helped you?
In numerous ways - helping grow our investments both in ISA's, Pensions and other investment vehicles through active management, by making recommendations around long-term insurance / protection to suit our lifestyle / age etc. Providing guidance to our 18 year old daughter as she starts her own financial 'journey' and guidance to us around inheritance tax planning etc.
Have you seen the outcome you were hoping for?
Yes - 100%
What could they have done better?
Nothing, service is exemplary
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
Wanting to consolidate multiple pension pots, and latterly having some spare money to invest
How has Dacre Staines helped you?
Dacre has helped to establish risk appetite, and make realistic future plans… as well as assisting with ad hoc admin requirements
Have you seen the outcome you were hoping for?
Yes, I have funds invested in line with my personal appetite for risk
What could they have done better?
General markets could have performed better, but I can’t really hold Dacre responsible for that.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Lancashire
What were the circumstances that caused you to initially look for an adviser?
Financial wellbeing for me and my family.
How has Dacre Staines helped you?
Provided a financial plan to ensure we have piece of mind now and in retirement.
Have you seen the outcome you were hoping for?
Yes, fantastic advice and service. Dacre and the team are always available to answer any questions or concerns.
What could they have done better?
N/A
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
I had a stakeholder pension and needed an advisor
How has Dacre Staines helped you?
By making sure my money invested is invested wisely
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Started to earn a lot of money and wanted to make sure I was investing the right things to make the most out of the money I was making.
How has Dacre Staines helped you?
Hugely he’s an honest man who understands how to help get the best out future proofing my finances.
Have you seen the outcome you were hoping for?
Yes definitely and it helped me future proof me wealth.
What could they have done better?
Done it earlier
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Lancashire
What were the circumstances that caused you to initially look for an adviser?
I first looked for an advisor for pension planning in the 1980's.
How has Dacre Staines helped you?
Dacre listens to what I state what I want from my investments/pensions and then advises me accordingly. He is usually right.
Have you seen the outcome you were hoping for?
Somewhat
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Northumberland
What were the circumstances that caused you to initially look for an adviser?
I needed to ensure my savings were being used effectively.
How has Dacre Staines helped you?
he has given great advice and always been there when needed
Have you seen the outcome you were hoping for?
yes definitely
What could they have done better?
nothing
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
I have been a client for over 50 years., and had a good working relationship with the company. I was impressed by the way they helped clients, so I transferred all my pensions across to them.
How has Dacre Staines helped you?
Keeps me updated with pension advice.
Have you seen the outcome you were hoping for?
Yes, I rely on them to maximise my pension’s performance.
What could they have done better?
Totally satisfied
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Cumbria
What were the circumstances that caused you to initially look for an adviser?
Needed financial advice and help with planning
How has Dacre Staines helped you?
Superb advice
Have you seen the outcome you were hoping for?
Yes
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Confidence and trust in an advisor.
How has Dacre Staines helped you?
Structuring long-term retirement planning.
Have you seen the outcome you were hoping for?
Yes, I have the confidence to trust Dacre to work with me so I am able to make the right financial decisions for myself.
What could they have done better?
Nothing.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Am time poor
How has Dacre Staines helped you?
Pragmatic and honest advice
Have you seen the outcome you were hoping for?
To a degree, yes
What could they have done better?
Nothing.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Sold a business
How has Dacre Staines helped you?
He’s been responsive and proactive and very supportive.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Lancashire
What were the circumstances that caused you to initially look for an adviser?
We were unhappy with our existing advisor and Dacre was recommended by someone we trusted.
How has Dacre Staines helped you?
He helped us with our investments and our retirement income.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Several years ago we wanted to look at increasing our pension savings and needed a local advisor who would understand our requirements and propose solutions
How has Dacre Staines helped you?
Provided suggestions, advice & solutions that have allowed us to effectively increase our pension savings
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
We where looking for long term financial planning and have now been advised by Dacre for 25 years
How has Dacre Staines helped you?
He has helped me achieve my goal of early retirement whilst also being able to support and plan for my children’s future and inheritance .
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing his advice and support has been exceptional
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Change in market influences
How has Dacre Staines helped you?
Sound advice on pension
Have you seen the outcome you were hoping for?
No
What could they have done better?
More regular advice due to changing circumstances
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
I had a sum of money that I wanted to invest and Dacre was recommended to me
How has Dacre Staines helped you?
They have kept me informed and been available when I have contacted them for advice. Occasionally, the amount of detailed information has been more than I needed, or understood , for that matter!
Have you seen the outcome you were hoping for?
Mostly, though investment value has varied over the past two years - this is probably due to the National and global circumstances
What could they have done better?
Offered summaries instead of detail
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
I have had such an adviser for more than 40 years. It's a natural requirement for someone with a complex financial position.
How has Dacre Staines helped you?
Sage, experienced advice in all areas that concern me.
Have you seen the outcome you were hoping for?
Yes, plus ongoing.
What could they have done better?
Hard to know, I request and he consistently delivers.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Investing my pension and inherited money
How has Dacre Staines helped you?
I am not financial minded and so have followed Dacre's advice to the letter. It has been good advise and has given me peace of mind.
Have you seen the outcome you were hoping for?
Given the financial environment over the last 10 years, I am very happy with the management of my investments
What could they have done better?
Nothing I can think of.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Northumberland
What were the circumstances that caused you to initially look for an adviser?
Having encountered a totally inept advisor Dacre was recommended and it proved to be good advice.
How has Dacre Staines helped you?
Dacre has put our mind at ease with his total professionalism.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Put some cheese in the hamper
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Didn’t have a pension
How has Dacre Staines helped you?
Solid pension advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Mortgage
How has Dacre Staines helped you?
By investing wisely
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Leicestershire
What were the circumstances that caused you to initially look for an adviser?
Professional rugby player and wanted to make the most with my money
How has Dacre Staines helped you?
He’s advised me how to save tax by paying directly into my pension
Have you seen the outcome you were hoping for?
Yes pension and investment savings are doing well
What could they have done better?
Buy me more coffees
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
Pension planning
How has Dacre Staines helped you?
Nearly 10 years
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing to note
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Dacre has been advising me for 20+ years
How has Dacre Staines helped you?
Helped me plan for my retirement and his knowledge / expertise is second to non.
Have you seen the outcome you were hoping for?
Very much so. Dacre and his team are exceptional and a huge asset in the planning of my retirement.
What could they have done better?
Nothing
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Pension and Financial advice
How has Dacre Staines helped you?
Personal attention to my specific needs
Have you seen the outcome you were hoping for?
Yes
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Business payout investment advice
How has Dacre Staines helped you?
Maximised the opportunity, opened my eyes to the long term implication of my current financial situation
Have you seen the outcome you were hoping for?
Obviously I would appreciate a greater portfolio to work with but without a magic wand this is out of Dacre’s control!!
What could they have done better?
N/A
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Gloucestershire
What were the circumstances that caused you to initially look for an adviser?
Increase in wage, looking for advice.
How has Dacre Staines helped you?
He has helped me in many ways from financial planning to insurance and investments.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
I have no issues
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Surplus funds
How has Dacre Staines helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Leicestershire
What were the circumstances that caused you to initially look for an adviser?
It become obvious I needed to plan for the future be smart with my investments. Dacre was introduced to me and instantly we got a plan together.
How has Dacre Staines helped you?
Planning, investments, security and planning and being ready to transition from professional sport into my next role.
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
At this stage nothing I couldn’t be happier with how it’s gone.
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
I have been with the organisation for many years and are happy with the advice received
How has Dacre Staines helped you?
his manner , efficiency and attention to detail.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Retirement and needed urgent advice on how to proceed with my private pension
How has Dacre Staines helped you?
His advice over the years has been invaluable
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing - Dacre and his staff are always courteous and informative if I have a problem
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
the need to sort my money it was in a mess
How has Dacre Staines helped you?
sound advise
Have you seen the outcome you were hoping for?
it is inproving
What could they have done better?
nothing
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
I am self-employed and needed to plan my pension initially. It then moved in to mortgages and insurances as I had a family.
How has Dacre Staines helped you?
He has provided the advice and guidance on what policies would work best for me and my family given our specific circumstances.
Have you seen the outcome you were hoping for?
Yes.
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
We came into an inheritance
How has Dacre Staines helped you?
We are happy with the results of our investments. The world events can not be accounted for changes that happen to finances.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
I managed to save some mopney
How has Dacre Staines helped you?
Good advice over many years
Have you seen the outcome you were hoping for?
Yes
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Timing was right
How has Dacre Staines helped you?
Made me more organised.
Have you seen the outcome you were hoping for?
Yes. Very impressed.
What could they have done better?
Nothing.
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
my need for financial planning advice
How has Dacre Staines helped you?
a personal honest service
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
Professional financial advice on matters about which I was not confident.
How has Dacre Staines helped you?
Explained financial matters regarding my own situation and indicated the best way forward.
Have you seen the outcome you were hoping for?
Yes 100%
What could they have done better?
In my opinion nothing
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Dacre Staines helped you?
Dacre is very clear and straightforward when giving advice, and has taken time to understand my requirements
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Nothing
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
The necessity to ensure that my pension funds are properly managed and monitored.
How has Dacre Staines helped you?
As I have already stated, by monitoring and managing my portfolio and endeavouring to make progress in currently difficult markets.
Have you seen the outcome you were hoping for?
In spite of the difficulties of the last two years I am happy that my funds are being well managed.
What could they have done better?
I do not think that there is anything that could have been done better without the aid of a magic wand and crystal ball.
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Increasingly complex financial affairs, and decreasing time available to look after them.
How has Dacre Staines helped you?
Provided both proactive and reactive advice, as well as giving feedback on my own ideas/plans.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing.
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Required safest possible protection of my pension
How has Dacre Staines helped you?
Long term planning g advice.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing g comes to mind.
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Investment & retirement planning
How has Dacre Staines helped you?
See above - have clear plan and confidence in secure retirement
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/a
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
We were looking for a pension plan and needed some advice on the type of pension that would be suitable for our needs.
How has Dacre Staines helped you?
He regularly discusses the plan with us and our plans for the future, we have a regular meeting to catch up.
Have you seen the outcome you were hoping for?
Yes we have now had a pension for a few years and it is working well.
What could they have done better?
Nothing
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Lancashire
What were the circumstances that caused you to initially look for an adviser?
RECOMMENDED by ACCOUNTANT OVER 20 Years ago
How has Dacre Staines helped you?
Both Dacre & his Mother have have offered excellent service & advise over the years
Have you seen the outcome you were hoping for?
Without any doubt
What could they have done better?
I really dont know
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
Divorce after 30 years and starting the journey alone in the world of managing my finances
How has Dacre Staines helped you?
He has given me full confidence that I have someone who completely is in control of my specific needs and advises me at every step of changes are needed
Have you seen the outcome you were hoping for?
Absolutely feel I am looked after as best as possible and Dacre and his team are readily available to speak with me if needed I feel all my assets are managed as they should be and I’m fully aware of all the different policies I have in my portfolio
What could they have done better?
Very little I am super happy with the service provided and the app I have to monitor and access all my accounts
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Primarily as approaching retirement age i wanted to ensure that I would have sufficient income and savings to have a comfortable retirement.
How has Dacre Staines helped you?
As well as the invaluable retirement financial advice from Dacre, he has been incredibly supportive with inheritance tax planning after the death of my husband
Have you seen the outcome you were hoping for?
Yes I am more than happy with the advice received from Dacre
What could they have done better?
Nothing that I can think of. Dacre and his staff have always responded promptly to queries and kept me informed of progress on transactions I have requested.
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
Needed professional, help with pensions and investments
How has Dacre Staines helped you?
He has helped me in so many ways, given me confidence and understanding more about investments and pensions.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Can’t think of anything they could’ve done better than the service I I have received.
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Setting up a SIPP prior to the sportspersons pension loophole was closed
How has Dacre Staines helped you?
Advice throughout our relationship set up various funds
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not a huge amount.
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
We had complex financial needs involving mortgages, pensions and investment
How has Dacre Staines helped you?
Impartial advice, not always trying to sell us products and instead recommending we focus on short and long term financial objectives
Have you seen the outcome you were hoping for?
Yes
Dacre's reply
Thank you for taking the time to complete this. It's always been a pleasure working with you and, as I have come to expect, you have answered all the questions in full detail! :-) I look forward to catching up with you again soon.
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Nottinghamshire
What were the circumstances that caused you to initially look for an adviser?
Investing my maturing pension finances
How has Dacre Staines helped you?
Yes and continues to advise me
Have you seen the outcome you were hoping for?
Yes as expected
What could they have done better?
Yes if I was prepared to increase my risk levels
Dacre's reply
Thank you so much for the very positive feedback. There are always areas we can improve on, which makes your feedback to us very valuable. I look forward to continuing to work with you.
Review from verified client
January, 2023
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Planning to retire at 60 we needed to ensure our finances were robust enough to support our planned lifestyle, allowing for eventualities in later life such as care costs and inheritance / tax planning
How has Dacre Staines helped you?
A thorough financial review, periodically stress tested, and advice on lifestyle funding coupled with suggestions for investment options has helped us to live the life we want in retirement.
Have you seen the outcome you were hoping for?
Broadly yes, given the market turbulence in 2021/2022 I'm pleased we are still in a position to continue our retirement plans without any significant changes.
What could they have done better?
On occasions the follow up to review meetings could be slicker
Dacre's reply
Alan, Thank you for taking the time to complete this. It is helpful to understand the client's view of the advice that they have received. Needless to say, I am more than happy to discuss any of the points you are not 100% happy with in detail. With kind regards, Dacre
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
I needed better control of my finances and to plan for the future
How has Dacre Staines helped you?
Dacre and DBL Asset Management have helped by supporting the change to a personal pension since becoming self employed over 21 years ago. They have also helped with personal insurance cover and critical illness cover.
Have you seen the outcome you were hoping for?
An important outcome is the knowledge that my needs are being looked after. This has resulted in a trust that is essential when dealing with a financial advisor
What could they have done better?
There is nothing that I can think of in this respect
Dacre's reply
Thank you for taking the time to complete this as all client feedback is very helpful. It's even better when it is so positive. I look forward to catching up soon. Dacre
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Dacre has been advising us for over 20 years .
How has Dacre Staines helped you?
Dacre has helped us with all elements of our financial and retirement planning
Have you seen the outcome you were hoping for?
Yes , I am able to retire at 55 due to his help and advice
What could they have done better?
Nothing
Dacre's reply
Great feedback Claire, I am pleased you can relax and enjoy your retirement. I'm looking forward to the next 20 Years! Dacre
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
I needed somewhere secure and trustworthy to store my pension account
How has Dacre Staines helped you?
By regukarly informing me of the current value
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Send me less detailed information, as I don't understand a lot of the detail I am regularly provided with. I tend to print out the headlines to keep track of the value.
Dacre's reply
Hi Nell, thank you for taking the time to complete this. I appreciate there is a lot of information and the detail is sometimes out of our control. However, we will continue to look at making the information as helpful as possible. Dacre
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
I needed help
How has Dacre Staines helped you?
Gave me excellent advise
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Dacre's reply
Peter, thank you for the very kind review especially from someone who has known me since the start of my career. I look forward to having a catch-up soon. Dacre
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Nottinghamshire
What were the circumstances that caused you to initially look for an adviser?
Advice offered by my son recommending DBL.
How has Dacre Staines helped you?
Regular comprehensive advice regarding and appraising my financial position.
Have you seen the outcome you were hoping for?
Yes but understandably up and down
What could they have done better?
Challenged my aspirations regarding the financial return of my investment.
Dacre's reply
Hi Tim, thank you for the review and it has always been enjoyable working with you since your son referred you. I look forward to continuing working with you for many years to come. Dacre
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
Dacre was recommended by my business partner
How has Dacre Staines helped you?
Dacre continues to ensure I fully understand the funds I have invested in together with the associated risks, and that I understand the products in which my funds are placed. Dacre ensures my portfolio is regularly reviewed and updated to ensure my funds are performing as best they can.
Have you seen the outcome you were hoping for?
I have a feeling that my investment is better protected against serious volatility versus my previous investment plan.
Dacre's reply
Neil, thank you for taking the time to complete this. I appreciate that form filling is not everyone's thing, but it does help to hear what you think. Dacre
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Lancashire
What were the circumstances that caused you to initially look for an adviser?
My mum died & left me her property. They guided me on how to invest the proceeds.
How has Dacre Staines helped you?
He is always at the end of the phone ,if you need to actually speak to him, or any of his team.yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Dacre's reply
Joan, thank you for the very positive feedback, which is always nice to hear. It has been a pleasure working with you to review your financial plan so you enjoy your retirement. I look forward to seeing you both again later this year. Dacre
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Manchester
What were the circumstances that caused you to initially look for an adviser?
Inflation
How has Dacre Staines helped you?
good advice
Have you seen the outcome you were hoping for?
I'm happy with it
What could they have done better?
no I don't thinkso
Dacre's reply
Bill, thank you for the very positive feedback, which is even better to hear from a new client. It is always nice to be recommended and I look forward to continuing to work with you and your son. Dacre
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
I was a graduate from University and wanted someone to provide me with some initial financial advice around investments, savings and pensions. Dacre has been doing that for me now for around 25 years as well as to my parents, children, extended family and friends.
How has Dacre Staines helped you?
Provided advice around ISA investments, IHT planning, protections and consolidated multiple pensions into a single fund, all of this is managed through his client platform which give me a 'single pane of glass' view of my financial affairs including investments that I've not had Dacre's adviceon
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, very happy with the service.
Dacre's reply
Paul, as one of my first clients it is great to hear that you are still positive about the work we do for you and your wider family. I am looking forward to our review meeting next month. Thank you for taking the time to feedback. Dacre
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
initially financial planning for family inc university etc then moved to effective saving and retirement planning
How has Dacre Staines helped you?
clear financial planning particularly in relation to retirement planning to give confidence in income
Have you seen the outcome you were hoping for?
yes
Dacre's reply
Gordon, thank you for the great feedback. It's wonderful to hear from a client that we have had a relationship with for so long. I look forward to working with you whilst transitioning into retirement and thereafter. Dacre
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Durham
What were the circumstances that caused you to initially look for an adviser?
Needed sound professional advice.
How has Dacre Staines helped you?
He has given advice which has been clear on what has needed doing and has organised transfers of monies. Also advised re investments/pensions etc. Also face to face meetings which have been extremely useful as well as entertaining.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
As far as I’m concerned have spot on all the time
Dacre's reply
Alasdair, thank you so much for this review. It's been a different process getting to advise you! Initially meeting whilst advising your son when starting out in life and some years on, your son referring me back to you! Anyway, I always enjoy our meetings and look forward to the next one. Dacre
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
My business had closed and I needed expert advice on the way forward with pension, retirement and financial planning for the future.
How has Dacre Staines helped you?
I needed sound advice to sort out my financial stability. Dacre stepped in and was invaluable with his advice and how I should proceed.
Have you seen the outcome you were hoping for?
I have seen the outcome I was hoping for and am more than happy with the way Dacre and his staff have overseen my affairs.
What could they have done better?
I do not think I could have had a better outcome and am more than grateful to DBL for their help and commitment over the years
Dacre's reply
Tony, thank for the very kind feedback. It has been a wonderful experience working with you since the introduction by your accountant. I'm sure this will continue for many years to come. Dacre
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Sold my house and downsized leaving me with cash to invest
How has Dacre Staines helped you?
Planned my investment with a view to providing income
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Because I had some money.
How has Dacre Staines helped you?
Yes
Have you seen the outcome you were hoping for?
largely
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Dorset
What were the circumstances that caused you to initially look for an adviser?
Professional analysis and advice to me as an individual
How has Dacre Staines helped you?
Maintained contact, face-to-face and telephone,
Have you seen the outcome you were hoping for?
Yes, consistency .
What could they have done better?
No comment
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Oxfordshire
What were the circumstances that caused you to initially look for an adviser?
My late husband chose DBL management due to recommendation 20 years ago
How has Dacre Staines helped you?
Dacre took over from his mother and has not failed to continue advising me on all issues of investments
Have you seen the outcome you were hoping for?
Yes indeed
What could they have done better?
I really don’t think I could find room for improvement
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
I needed help
How has Dacre Staines helped you?
Yes and his team
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
To be able to benefit from the resources of an expert which are not available to a member of the public.
How has Dacre Staines helped you?
Kep my investment and pension is a better shape than the "average" performance
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Not much that I can think of.
Review from verified client
February, 2019
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
After becoming a widow in 2006 I didn’t know which way to turn, and needed financial help.
How has Dacre Staines helped you?
Dacre helped me in so many ways. As I had no experience whatsoever in dealing with finance. He gave me the confidence, which was the best way forward to invest for my retirement.
Have you seen the outcome you were hoping for?
Yes I most certainly have. Dacre has taken all the stress out of my financial situation. If you have any worries or concerns he’s always there to offer help and advice.
What could they have done better?
I use to feel quite nervous going to meetings with Dacre. But not any more. As he explains everything in terms which I understand.
Review from verified client
February, 2019
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement, and needing fixed protection
How has Dacre Staines helped you?
Generally excellent advice, very personable, easy to contact
Have you seen the outcome you were hoping for?
Generally , yes
What could they have done better?
Occasionally slow to send notes from meetings, I sometimes need to send reminders
Review from verified client
February, 2019
Overall
Advice
Service
Value
Based in Nottinghamshire
What were the circumstances that caused you to initially look for an adviser?
Moving a pension from my bank
How has Dacre Staines helped you?
Advised options
Have you seen the outcome you were hoping for?
As expected
Review from verified client
February, 2019
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Retirement planning, investments and savings and inheritance planning
How has Dacre Staines helped you?
Having regular meetings, asking detailed relevant questions to understand my financial knowledge, needs and risk levels.
Have you seen the outcome you were hoping for?
Yes I feel my finances are well managed with a healthy balanced portfolio in line with my financial risk levels.
What could they have done better?
I cannot think of anything that may improve the service I currently receive. Dacre or one of his colleagues always readily available to answer any queries I may have.
Review from verified client
February, 2019
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Not a clue what to do with my money and how.
How has Dacre Staines helped you?
Helped me make a decision by providing me with all the information I needed to make those decisions
Have you seen the outcome you were hoping for?
Early days yet but ok up to now
What could they have done better?
Nothing.
Review from verified client
February, 2019
Overall
Advice
Service
Value
Based in North Yorkshire
What were the circumstances that caused you to initially look for an adviser?
Company pension investment
How has Dacre Staines helped you?
Gave good advice on investment risk.
Have you seen the outcome you were hoping for?
Very much so. Although in recent months the market has not been very kind.
What could they have done better?
Possibly more communication during times of recession.
Review from verified client
May, 2018
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
To seek advice regarding a pension and the tax benefits associated with it.
How has Dacre Staines helped you?
He gave me sound advice, regarding the companies I had researched with a view to investing.
Have you seen the outcome you were hoping for?
Yes the plan is in place and I am more than happy with the progress.
What could they have done better?
It became a little frenetic towards the end with the end of the tax year approaching but we managed to get it over the line.
Review from verified client
February, 2016
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Business queries regarding pensions advice and auto enrolment.
How has Dacre Staines helped you?
He answered the questions that I had and explained the different ways that contributions can be made to pensions.
Have you seen the outcome you were hoping for?
Yes, so far I'm happy that I know what I have to do to complete our businesses auto enrolment obligations.
What could they have done better?
Nothing, he was very helpful.
Review from verified client
February, 2016
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Reduction in Lifetime allowance as I approach retirement.
How has Dacre Staines helped you?
Very approachable, very helpful, and set out a number of options. Clarified my lifetime allowance exposure and clarified my final salary pension element.
Have you seen the outcome you were hoping for?
Yes, so far, but very early days.
What could they have done better?
Dacre seemed to rather discount taking the maximum possible as 25% tax free, and then further investing, and seemed to favour taking the full final salary element as a monthly pension. I'm still unsure about what decision to take, but plenty of time before I need to decide.
Review from verified client
July, 2015
Overall
Advice
Service
Value
Based in Cheshire
What were the circumstances that caused you to initially look for an adviser?
Company separated from parent company, necessitating leaving group pension scheme.
How has Dacre Staines helped you?
Provided comprehensive illustrations to enable an informed decision.
Have you seen the outcome you were hoping for?
In addition to my current plan, he also advised on two other funds I own. Expectations exceeded.
Review from verified client
July, 2015
Overall
Advice
Service
Value
Based in Lancashire
What were the circumstances that caused you to initially look for an adviser?
I HAVE REALISED THAT MY FINANCES REALLY NEED TO BE CONTROLLED AND UPDATED ON A REGULAR BASIS, THEREFORE DACRE WAS AN EASY CHOICE.
How has Dacre Staines helped you?
HE GUIDED ME THROUGH MY ISSUES AND MADE SUGGESTIONS WITHOUT FORCING ME ON MAKING ANY CHOICES, WHICH I REALLY APPRECIATED.
Have you seen the outcome you were hoping for?
MY POLICIES ETC HAVE JUST BEEN TRANSFERRED AND THE PAPERWORK IS NOW IN PLACE SO I KNOW WHO MY POLICIES ARE WITH AND THAT THEY ARE BEING SERVICED TO THE LEVEL WE TALKED ABOUT.
What could they have done better?
DACRE WAS A GENTLEMAN WITH ME. HE WAS HELPFUL, EXPLAINED THE WHAT AND IF'S WHICH I REALLY APPRECIATED. HE DIDN'T HIDE ANY COST AND EXPLAINED EVERYTHING IN DETAIL WITH ME SO I FELT CONFIDENT LEAVING THE BUILDING.
Review from verified client
December, 2014
Overall
Advice
Service
Value
Based in London
How has Dacre Staines helped you?
Understands exactly what I want and then is able to construct a plan that is tailored to my individual needs
Review from verified client
December, 2014
Overall
Advice
Service
Value
Based in Cheshire
How has Dacre Staines helped you?
Makes things easy for me. I trust Dacre 100% with my finances and as a result I trust him to make the best decisions for me.
What could they have done better?
Dress.
Review from verified client
December, 2014
Overall
Advice
Service
Value
Based in Cheshire
How has Dacre Staines helped you?
Dacre takes time to listen and understand my financial position, future requirements and my attitude to risk. He is friendly, approachable, knowledgable and professional.
What could they have done better?
Generally very happy with the service and find the regular financial report very helpful except for the glitch in the system which double counts the value of my SIPP in my total assets making the bottom line looking very healthy but unfortunately too high.
Review from verified client
December, 2014
Overall
Advice
Service
Value
Based in Durham
How has Dacre Staines helped you?
Pretty well everything!
Review from verified client
December, 2014
Overall
Advice
Service
Value
Based in Cheshire
How has Dacre Staines helped you?
He keeps me informed of all money matters relating to my portfolio and gives me advise when necessary
Review from verified client
December, 2014
Overall
Advice
Service
Value
Based in Cheshire
How has Dacre Staines helped you?
Friendly service and addresses all my issues and concerns positively with sound advice..
First impression from a user who is not yet a client
November, 2014
Overall
Please provide a brief comment about your experience with Dacre
Professional, helpful and friendly.