Dan Dando

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

I received funds from a life insurance policy and the sale of my flat after my first husband passed away. I needed financial planning advice for the future.

How has Dan Dando helped you?

He has always done a risk analysis and suggested the best place for my investments.

Have you seen the outcome you were hoping for?

Overall I have received the outcome I was hoping for.

What could they have done better?

I cannot think of anything that he could have done better.

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

Retirement

How has Dan Dando helped you?

Good advice

Have you seen the outcome you were hoping for?

Yes

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

I had spare money and I wanted to try a new advisor to invest approx 1m

How has Dan Dando helped you?

Dan is a very engaging guy, who explains things very clearly, and he has invested 1.25m for me over the last nine months.

Have you seen the outcome you were hoping for?

Not yet, but it's very very early days.

What could they have done better?

Nothing really, we've been unlucky with timing, buying in to the market at quite a toppy time, and so seeing the value suffer a bit in the last few bumpy months, but it's incredibly early to judge anything.

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

Retirement

How has Dan Dando helped you?

Given sound advise over several years

Have you seen the outcome you were hoping for?

Yes

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

Retirement Planning

How has Dan Dando helped you?

Providing appropriate advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Don't know what we don't know