Dan's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 4 )
Pensions ( 51 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 34 )
Investments and Savings ( 34 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 14 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 31 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 12 )
£100k - £200k ( 4 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
( 4 )
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 London
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Dan approached years ago
How has Dan Burnham helped you?
Really an honest guy and top man
Have you seen the outcome you were hoping for?
Not quite yet
What could they have done better?
But we will get better in time.
Dan:
Thank you so much for your kind words and thoughtful feedback. It’s genuinely appreciated, and I’m happy to hear that you feel comfortable and supported in our conversations. I know we haven’t quite reached the outcome you’re aiming for just yet, but I’m confident we’re on the right path together — and I’m here every step of the way. Looking forward to speaking again soon.Review
by a verified client in Surrey
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been working with Dan for a number of years and we recently had our annual review
How has Dan Burnham helped you?
He has advised on the treatment of my tax free pension withdrawal and how this will affect my future retirement income
Have you seen the outcome you were hoping for?
Yes, he provided a range of options
What could they have done better?
Nothing - very happy with his suggestions
Dan:
Thank you for the kind feedback — it's always great to hear that the plan is giving clarity and confidence. I’m always looking for ways to increase the value clients feel they receive, so I really appreciate the review.Review
by a verified client in Oxfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had one for as long as I can remember . I inherited Dan from my original advisor who retired
How has Dan Burnham helped you?
investment strategy , pension issues, IHT issues , retirement income issues -also generating short term cash (bridging a house sale) tax effectively
Have you seen the outcome you were hoping for?
yes
Dan:
Thank you for your kind words and for trusting me with your financial planning. I’m happy to hear you’re happy with the advice and service. It’s a pleasure working with you, and I’m always here if you need anything. Best wishes DanReview
by a verified client in Leicestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife and I were looking for sound financial advise, planning and incomes from existing pension due to retirement being on the near horizon.
How has Dan Burnham helped you?
Dan Burnham has helped my wife and I in making sound decisions on retirement incomes from my pension fund at retirement and as our circumstances change.
Have you seen the outcome you were hoping for?
Outcomes have met expectations
What could they have done better?
We are happy enough with the service at present
Dan:
Thank you very much for your feedback and kind words. I appreciate you taking the time to share your thoughts, and it means a lot to know you’re happy with the service. I look forward to catching up again soon—please don’t hesitate to reach out if you ever need anything in the meantime.Review
by a verified client in East Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Private Company Pension
How has Dan Burnham helped you?
Kept me ingormed and advised best decisions to make
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Very happy
Dan:
Thank you for your review and your kind words. I have enjoyed working with you over the years and look forward to continuing to work with you for some years yet. Dan