Dan's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 4 )
Pensions ( 68 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 43 )
Investments and Savings ( 42 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 18 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 41 )
Financial Mentoring ( 6 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 23 )
£200k - £500k ( 14 )
£100k - £200k ( 5 )
( 4 )
Up to £50k ( 2 )
£50k - 100k ( 2 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Kent
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Through my former employer Haymac.
How has Dan Burnham helped you?
My Annual Reviews meetings with Dan I find very productive and helpful. They are very good for asking any questions about things I don't understand about my pension and reviewing my financial planning for the year to see if any changes need to be made, also it gives me the opportunity to set personal financial goals that I would like to achieve.
Have you seen the outcome you were hoping for?
Yes it is working well.
What could they have done better?
Not that I can think of
Dan:
I’m really pleased to hear that our annual review meetings have been helpful and that you find them a useful space to ask questions, review your planning, and set personal financial goals. Ongoing reviews are an important part of making sure plans remain aligned with what matters most to clients as circumstances evolve, so it’s great to know this approach is working well for you. Thank you again for your kind comments and for the confidence you’ve expressed in the advice and service provided.Review
by a verified client in Surrey
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had multiple pensions which I wanted to consolidate
How has Dan Burnham helped you?
Gave me knowledge about pension, its value, what risk level suited me and options for retirement.
Have you seen the outcome you were hoping for?
Yes and very happy
What could they have done better?
Nothing
Dan:
Thank you very much for taking the time to leave such a positive review. I’m really pleased to hear that you’re happy with the outcome and that the process of consolidating your pensions has given you greater clarity and confidence around your options for retirement. Helping make complex arrangements easier to understand and more manageable is always the aim, so it’s great to know that came across. Thank you again for your kind feedback and for placing your trust in meReview
by a verified client in London
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had to take retirement earlier than I wanted due to illness
How has Dan Burnham helped you?
Dan Burnham has been a very reliable support structure for me. I have none to limited experience of the financial world and Dan has guided me through the pension process with expert knowledge and application. He works expediently and follows through with the administration in a timely manner. In my experience Dan has been empathetically driven to find me a solution that fits my financial needs. He has always been patient, understanding and considerate, he continues to analyse my financial situation and he finds solutions that support my economic well being.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
I have been very happy with his input, financial advice and personal manner so I not sure what he could have done better.
Dan:
Thank you very much for taking the time to leave such a thoughtful and generous review. I’m really pleased to hear that you’ve felt supported, informed, and confident throughout your journey. Helping you navigate your financial arrangements clearly, calmly, and in a way that feels right for you has always been the priority, and I’m glad that came across. Your comments about trust, understanding, and peace of mind mean a great deal, and I’m delighted you feel you’ve achieved the outcome you were hoping for. Thank you again for your kind words and for placing your confidence in me.Review
by a verified client in Surrey
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Dan Burnham helped you?
Helping me decide the best home for my SIP.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing - apart from sound logical advice, the execution of putting things in place, switching funds, arranging drawdown has been first class by Dan and his team. This is just as important as receiving the correct advice.
Dan:
Thank you for taking the time to leave such a detailed review. I’m really pleased to hear that you’ve been happy not only with the advice itself, but also with how it's been implemented. Getting the execution right — from fund changes through to setting up drawdown — is a crucial part of achieving a good outcome, so it’s great to know that this has come across. I’m also glad that you feel confident in the decisions made and that the work we’ve done on your pension and retirement income has delivered the outcome you hoped for. Thank you again for your kind comments and for being such a strong advocate — it really does mean a great deal.Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Dan Burnham helped you?
Helpping prepare for retirement
Have you seen the outcome you were hoping for?
Not yet, but the projections are good
Dan:
Thank you for taking the time to leave this review. I’m pleased to hear that you feel confident in the retirement planning work we’ve carried out so far and that the projections are giving reassurance about the direction of travel. While the plan is still progressing, it’s good to know that the structure and clarity of the advice have been helpful. Clear communication and taking the time to understand the broader picture are both central to how I work, so I’m especially encouraged by your feedback in those areas. Thank you also for your willingness to recommend my services to others — that is genuinely appreciated. I look forward to continuing to support you as your plans evolve.