Dan's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 4 )
Pensions ( 43 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 26 )
Investments and Savings ( 30 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 10 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 25 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 8 )
£100k - £200k ( 3 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
( 3 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Surrey
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement and on employer's recommendation
How has Dan Burnham helped you?
Understanding options for pension drawdown in relation to tax implications. Development of overall financial plan for retirement in conjunction with existing investment advisers
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not directly down to Dan, but the admin hurdles on implementation of the IHT term assurance plan is taking longer than expected
Review
by a verified client in London
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I felt the need for a professional to advise more than managing myself
How has Dan Burnham helped you?
yes
Have you seen the outcome you were hoping for?
yes
What could they have done better?
none
Review
by a verified client in Warwickshire
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Early retirement and financial planning
How has Dan Burnham helped you?
He has been a reassuring voice and very helpful and knowledgeable, he is a good guy
Have you seen the outcome you were hoping for?
no not yet but there is hope, bloody black swans not helping!
Review
by a verified client in Buckinghamshire
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Increasing complexity of portfolio and planning for our daughter.
How has Dan Burnham helped you?
Timely and informed advice that is realistic with our current lifestyles and future aspirations.
Have you seen the outcome you were hoping for?
So far, yes!
Review
by a verified client in East Sussex
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension query
How has Dan Burnham helped you?
Good advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, its all Liz Truss's fault