Dan's reviews
Reviewed for
Insurance and Protection ( 11 )
Mortgages ( 4 )
Pensions ( 75 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 51 )
Investments and Savings ( 48 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 25 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 45 )
Financial Mentoring ( 7 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 26 )
£200k - £500k ( 16 )
£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
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous adviser had not been having regular reviews and the returns were not especially good. I was looking to change adviser and a friend recommended Dan
How has Dan Burnham helped you?
Firstly to steady the investments and pensions we have to generate a good return. How best to transfer some investments to my wife to maximise CGT allowances and other tax related issues. To investigate the best ways to financially invest for our grandchildren and future Inheritance planning
Have you seen the outcome you were hoping for?
The investments and pension have grown at a rate that is better than the previous adviser had generated. He has helped to allow me to sell some shares to get the best benefit from allowances.
What could they have done better?
I am satisfied with the returns obtained with a good balance of risk and safety so I have no suggestions of what could have been done better.
Review
by a verified client in Cardiff
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Received inheritance
How has Dan Burnham helped you?
Managed my investments
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing
Dan:
Thank you for taking the time to leave your feedback. It’s been a pleasure working together over the past couple of years and helping to bring structure and clarity to your financial planning following a major life event. I’m particularly pleased that you feel confident about the long-term direction of your planning and investments. Building a strategy that clients genuinely understand and feel comfortable with is a very important part of the advice process, especially when markets and circumstances inevitably change over time. Thank you again for your trust and continued support. I look forward to working together for many years ahead.Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension planning
How has Dan Burnham helped you?
Advice on pensions and investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/a
Review
by a verified client in Staffordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Impending retirement
How has Dan Burnham helped you?
Sound advice, well explained and prompt responses to any queries.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Somerset
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A very bad experience with a Pension Company.
How has Dan Burnham helped you?
Hugely. I can't thank him enough.
Have you seen the outcome you were hoping for?
YES.
What could they have done better?
Nothing, I am very happy.
Dan:
Thank you so much for taking the time to share such thoughtful and generous feedback — it really does mean a lot. I'm really pleased to hear that you feel confident you're on track with your goals, and that our conversations feel comfortable and open. Building that kind of trust is at the heart of what I try to do, so it's wonderful to know it comes across that way. I look forward to continuing to work together for many years to come.