Daniel's reviews
Reviewed for
Insurance and Protection ( 22 )
Mortgages ( 11 )
Pensions ( 74 )
Retirement income (annuities, drawdown) ( 42 )
Investments and Savings ( 95 )
Pension Transfers - Non Specialist ( 29 )
Inheritance Planning ( 28 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 26 )
Financial Planning ( 65 )
Financial Mentoring ( 16 )
Financial Coaching ( 6 )
Reviewers' assets
£500k+ ( 25 )
£200k - £500k ( 22 )
£100k - £200k ( 13 )
£50k - 100k ( 6 )
( 1 )
Up to £50k ( 5 )
Review
by a verified client in London
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension
How has Daniel Freeman helped you?
Daniel recommended the Quilter platform for my pension and managed to move my fund.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Repeat review
by a verified client in Bedfordshire
a month ago
Overall
Advice
Value
Service
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 has advised us on savings investments and continues to consolidate outstanding pensions.
Repeat review
by a verified client in Oxfordshire
2 months 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?
Advice on my savings.
Repeat review
by a verified client in Northamptonshire
2 months 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 has visited us at home to review our investments and to set financial plans for the next 12 months. We also get regular communications concerning financial issues. In addition we get information fairly often from Quilter who Dan placed our investments with. Overall good service.
Review
by a verified client in Oxfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Was so long ago I can’t really remember
How has Daniel Freeman helped you?
Advice given + taken on our money matters
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really we are quite happy with how our investments are progressing