Daryl Brown

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

Having managed to accumulate several pension pots over my career I needed advice on amalgamating these and ensuring that subsequent investments would secure a strong and stable platform for my retirement.

How has Daryl Brown helped you?

Daryl used his expertise and experience to provide concise yet comprehensive explanations of the various pension investment vehicles that I had accumulated and the advantages or potential disadvantages of combining all of these through transfers. The information Daryl provided was invaluable for me and also thorough and understandable. Like many people in my generation I suspect, I have a base knowledge of investment planning for retirement. Daryl was able to take my knowledge, augment it with his own, helping reassure me that I had broadly speaking been on the right path and with careful management should have what I need in retirement. Daryl was thorough, patient and very professional. He continues to provide advice and guidance and has been in regular contact through this wholly unexpected and turbulent period resulting from the CV-19 pandemic.

Have you seen the outcome you were hoping for?

As a recent customer and given the unusual circumstances for the global financial market through the ongoing pandemic, this is a difficult question to answer. (Hence the 4star rating!) Daryl is very clear on his charges which are both reasonable and highly competitive. He has tracked my investments closely and has always been prompt and specific with information to highlight and explain any significant movement in the values. I remain confident that the investment vehicles Daryl helped me choose will do exactly what is expected and required for me going forward.

What could they have done better?

Nothing so far, is the short answer. For my personal circumstances Daryl help and advice has been ideal. His continued guidance and counsel will be valued.

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

Transfering a DB pension

How has Daryl Brown helped you?

After consultation Dayrl moved my Db pension to a drawdown pension

Have you seen the outcome you were hoping for?

Yes the pension is now with a reputable provider

What could they have done better?

No issues Dayrl has always been communicative and professional

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

Concerned about inheritance tax burden on family and if my savings could be achieving a better return

How has Daryl Brown helped you?

Daryl listened to my concerns and was able to offer me acceptable solutions to meet my financial planning needs

Have you seen the outcome you were hoping for?

Yes I feel more confident and my savings are performing better than they were previously

What could they have done better?

Nothing Happy with service and advice

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

Pension advice

How has Daryl Brown helped you?

Advised me and arranged my defined benefit pension transfer

Have you seen the outcome you were hoping for?

Yes very pleased

What could they have done better?

No negative experience

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

Being over seventy years old thought daryll would be ableget to advise us and get the best deal for us.

How has Daryl Brown helped you?

G ot us deals that were very good but unfortunately we couldn't get the house we wanted.

Have you seen the outcome you were hoping for?

see above.

What could they have done better?

Nothing