Daniel's reviews
Reviewed for
Insurance and Protection ( 38 )
Mortgages ( 11 )
Pensions ( 76 )
Equity Release ( 12 )
Retirement income (annuities, drawdown) ( 41 )
Investments and Savings ( 92 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 44 )
Long Term Care ( 16 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 40 )
Financial Mentoring ( 14 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 25 )
£200k - £500k ( 14 )
£100k - £200k ( 6 )
( 1 )
£50k - 100k ( 2 )
Up to £50k ( 1 )
Repeat review
by a verified client in Buckinghamshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Daniel Bloomfield helped you since your last review?
Daniel is helping me build a clear picture of my finances for the future.
Daniel:
Thank you Craig for your feedback. I love working with you..Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Realisation that being self employed i had failed to provide enough for the future and retirement
How has Daniel Bloomfield helped you?
Guided us carefully through managing finances while managing risk and expectations in an arena that we have very little experience or confidence
Have you seen the outcome you were hoping for?
Yes - we now have financial options and confidence that we will be able to retire when the time comes
Daniel:
Hi Charlie Thank you for leaving me a review it is much appreciated..Review
by a verified client in Hertfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Too long ago
How has Daniel Bloomfield helped you?
In May ways
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Daniel:
Thank you Michael for taking the time to leave a review.Review
by a verified client in Hertfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed support and guidance for our financial affairs. Retirement planning (Pension) day to day financial management.
How has Daniel Bloomfield helped you?
Carefully supporting our financial planning - he is very patient and takes time to explain all of the advice and recommendations - he really cares about us we felt he had out best interests at heart.
Have you seen the outcome you were hoping for?
Yes we have - his recommendations were sound and we are on track to achieve our objectives
Daniel:
Hi David Thank you for taking the time to review my services it is appreciated...Review
by a verified client in Staffordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Medium term investment
How has Daniel Bloomfield helped you?
Suitable investment
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
NA
Daniel:
Hi Louisa Thank you for taking the time to leave me a review..