Daniel Freeman

Freedom Wealth Management

Daniel's reviews

Reviewed for

Insurance and Protection ( 22 )

Mortgages ( 11 )

Pensions ( 65 )

Retirement income (annuities, drawdown) ( 36 )

Investments and Savings ( 78 )

Pension Transfers - Non Specialist ( 26 )

Inheritance Planning ( 21 )

Long Term Care ( 8 )

Pension Transfers - Specialist ( 21 )

Financial Planning ( 53 )

Financial Mentoring ( 11 )

Financial Coaching ( 5 )

Reviewers' assets

£500k+ ( 24 )

£200k - £500k ( 17 )

£100k - £200k ( 12 )

£50k - 100k ( 6 )

( 1 )

Up to £50k ( 3 )

First impression

by a VouchedFor user

2 days ago

Overall

Please provide a brief comment about your experience with Daniel

This rating is purely based on the fact that I have not had any response or feedback from the adviser since contacting.

Repeat review

by a verified client in Suffolk

5 days ago

Overall

Advice

Service

Value

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

How has Daniel Freeman helped you since your last review?

Continuing monitoring and advising on my financial investments and pension planning, and additionally advice and transaction with regard to financial products to defer CGT.

Daniel:

Hi Adrian. Thank you for the annual feedback. Much appreciated. DF

Review

by a verified client in Northamptonshire

7 days ago

Overall

Advice

Service

Value

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

Financial advice

How has Daniel Freeman helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I can think of at this time

Daniel:

Hi Helen & Peter. Thank you for taking the time to provide feedback. DF

Repeat review

by a verified client in Hertfordshire

a month ago

Overall

Advice

Service

Value

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

How has Daniel Freeman helped you since your last review?

Dan transferred an underperforming investment of mine to a more profitable fund.

Daniel:

Thanks Robin DF

Repeat review

by a verified client in Buckinghamshire

a month ago

Overall

Advice

Service

Value

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

How has Daniel Freeman helped you since your last review?

Not had a recent review - I do not need one!

Daniel:

Hi Anne. Thank you for the annual feedback. Best, DF