Daniel's reviews
Reviewed for
Insurance and Protection ( 25 )
Mortgages ( 11 )
Pensions ( 95 )
Retirement income (annuities, drawdown) ( 55 )
Investments and Savings ( 122 )
Pension Transfers - Non Specialist ( 35 )
Inheritance Planning ( 39 )
Long Term Care ( 15 )
Pension Transfers - Specialist ( 28 )
Financial Planning ( 87 )
Financial Mentoring ( 22 )
Financial Coaching ( 9 )
Reviewers' assets
£500k+ ( 35 )
£200k - £500k ( 26 )
£100k - £200k ( 15 )
( 1 )
Up to £50k ( 5 )
£50k - 100k ( 8 )
Repeat review
by a verified client in Northamptonshire
2 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?
He
Review
by a verified client in Bedfordshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I would have no idea how to manage my finances to ‘future proof’ and invest wisely. My Union set up my initial adviser, and Daniel has taken over from him.
How has Daniel Freeman helped you?
He has addressed the areas as mentioned in this feedback. He is very easy to talk to, and I haven’t felt under any pressure. I am not a great risk-taker.
Have you seen the outcome you were hoping for?
Everything seems quite steady at present. I’m not expecting wonderful outcomes, just positive ones.
What could they have done better?
I really don’t know.
Review
by a verified client in Oxfordshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need for inheritance tax planning and ongoing financial planning as I age
How has Daniel Freeman helped you?
He has discussed with me the measures I need to put in place or adjust and suggested possible solutions. He has helped me to be aware of the need to financially plan ahead for possible changes in circumstances
Have you seen the outcome you were hoping for?
There is some progress but we discussed some possible changes which I hope will lead to an improved outcome
What could they have done better?
There is no specific thing which could have been done in my opinion, market forces out of our control have been a major factor in producing the results expected
Review
by a verified client in Oxfordshire
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Redundancy
How has Daniel Freeman helped you?
Guidance with investing
Have you seen the outcome you were hoping for?
Yes very pleased with this guidance and advice
What could they have done better?
I’m not aware of anything
Review
by a verified client in Oxfordshire
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
NA
How has Daniel Freeman helped you?
NA
Have you seen the outcome you were hoping for?
NA
What could they have done better?
NA