Daniel Kerry

This review is a follow-up review from a client who left a review previously.

How has Daniel Kerry helped you since your last review?

In the same way of updating since last review

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

I was self employed and was looking for a pension

How has Daniel Kerry helped you?

Daniel is extremely knowledgeable and has helped me finding a suitable product for my pension. He is also very good at explaining things to me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Investment of inheritance monies

How has Daniel Kerry helped you?

Advice and investment to suit my needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. The advice I received was excellent

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

Investment of inheritance funds.

How has Daniel Kerry helped you?

Daniel advised and invested my monies to suit my needs.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. 100% happy.

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

It was clear that we needed financial professional advice to plan ahead for our retirement and provide a secure financial future for our family, this we could not do alone, and as we have found as you go through life personal circumstances do change and that's where having an adviser on board like Daniel has been such a benefit.

How has Daniel Kerry helped you?

First and foremost we find Daniel professional, informative, knowledgeable and personable which always makes things a lot easier when talking about personal finances. He sat down with us and listened to our requirements and helped us be honest in what we was looking to achieve going forward.

Have you seen the outcome you were hoping for?

We have most definitely seen the outcome at this stage we were hoping for, and more, and it gives us peace of mind for the future knowing Daniel is there to keep things on track and to change things to meet our requirements along the way if necessary, without him this would never have been possible.