Daniel's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 44 )
Retirement income (annuities, drawdown) ( 32 )
Investments and Savings ( 30 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 14 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 33 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 10 )
£100k - £200k ( 5 )
First impression
by a VouchedFor user
3 days ago
Overall
Please provide a brief comment about your experience with Daniel
Despite knowing the scope of the review I was looking for the match was poor and the resulting call a waste of time since the IFA wanted greater scope
Review
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As part of my retirement planning, I sought help, I was looking for expertise and reassurance to support my financial decision making.
How has Daniel Gordon helped you?
Daniel is a good listener, he was able to consider the details of my personal situation and provide recommendations and reassurance.
Have you seen the outcome you were hoping for?
Yes, I have seen the outcome I was looking for, I have maintained a steady - salary like income via my pension but also have an invested lump sum or 'nest egg' which provides additional security. I'm reassured that the latter is visible to Dan and that we can review its performance as required.
What could they have done better?
n/a
Daniel:
Thank you very much for taking the time to leave such a detailed and thoughtful review. I’m really pleased to hear that the advice and reassurance you were looking for as part of your retirement planning has come through in our work together. Taking the time to fully understand your personal situation is incredibly important to me, so it’s great to know this helped you feel confident in your decisions. I’m especially pleased that you now have both a steady, dependable income and a separate invested ‘nest egg’ providing that extra layer of security. Knowing that you feel reassured by the fact we can regularly review and monitor this together is exactly how ongoing planning should work. I look forward to continuing to support you and reviewing things as and when needed.Review
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
In depth research to get someone trustworthy and reliable
How has Daniel Gordon helped you?
Pension advice
Have you seen the outcome you were hoping for?
On track
Daniel:
Thank you for taking the time to leave a review. I really appreciate the trust you placed in me after doing your research, and I’m glad to hear you’ve felt comfortable with the pension advice provided. It’s great to know you feel things are on track, as that peace of mind is exactly what good planning should bring. I look forward to continuing to support you and keeping everything aligned with your goals as things progress.Review
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment of tax free lump sum from pensions. Financial modelling.
How has Daniel Gordon helped you?
Provided options for investing tax free lump sum and financial modelling.
Have you seen the outcome you were hoping for?
Some, but the investments are long term.
What could they have done better?
Nothing
Daniel:
Thank you very much for taking the time to leave this review. I’m really pleased to hear that the work we’ve done around investing your tax‑free lump sum and the financial modelling has been helpful. These are important decisions, and it’s good to know the options we explored together have given you clarity, even with the long‑term nature of the investments. I appreciate your trust and look forward to continuing to support you as your plans progress over time.Review
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Increase my Pension Pot
How has Daniel Gordon helped you?
Good advise throughout the process and constantly keeps reminding me I things I should do to make life easier as I get older.
Have you seen the outcome you were hoping for?
Ongoing process but yes so far
Daniel:
Thank you for taking the time to leave such a thoughtful review. I’m really pleased to hear that the advice and ongoing support have been helpful, particularly when it comes to keeping things on track and making planning for the future feel simpler and more manageable. Building your pension is very much a long‑term journey, so it’s great to know you’re seeing positive progress so far. I look forward to continuing to work with you and supporting you as you move into the next stages of your plans.