David's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 9 )
Pensions ( 88 )
Retirement income (annuities, drawdown) ( 41 )
Auto Enrolment ( 2 )
Investments and Savings ( 50 )
Pension Transfers - Non Specialist ( 22 )
Inheritance Planning ( 11 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 18 )
Financial Planning ( 16 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 14 )
£100k - £200k ( 4 )
( 1 )
Up to £50k ( 10 )
£50k - 100k ( 16 )
Repeat review
by a verified client in Durham
25 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Toner helped you since your last review?
David has always given great advise when needed and is a trusted advisor.
David:
Malcolm thanks for taking the time to leave this review it means a lot to me, thanks and see you soon DavidRepeat review
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Toner helped you since your last review?
With really good advice in these very turbulent times and the assurance of knowing someone is there at anytime for good consice advice
Repeat review
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Toner helped you since your last review?
Ongoing advice on pension options
Repeat review
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Toner helped you since your last review?
General advice on what is best going forward
Repeat review
by a verified client in Durham
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Toner helped you since your last review?
Continues to provide pensions advice as my public sector pensions mature. Also provides advice on pensions drawdown etc
David:
Colin its been a pleasure as always, Thank you for your review.