Daniel's reviews
Reviewed for
Insurance and Protection ( 22 )
Mortgages ( 11 )
Pensions ( 66 )
Retirement income (annuities, drawdown) ( 37 )
Investments and Savings ( 78 )
Pension Transfers - Non Specialist ( 27 )
Inheritance Planning ( 22 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 21 )
Financial Planning ( 54 )
Financial Mentoring ( 11 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 24 )
£200k - £500k ( 17 )
£100k - £200k ( 12 )
£50k - 100k ( 6 )
( 1 )
Up to £50k ( 3 )
Repeat review
by a verified client in London
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?
Daniel is an excellent FA with outstanding knowledge of his craft.
Daniel:
Hi Simon. Thank you for taking the time to provide the feedback. Catchup soon. DFFirst impression
by a VouchedFor user
a month 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
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?
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. DFReview
by a verified client in Northamptonshire
2 months 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. DFRepeat review
by a verified client in Hertfordshire
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?
Dan transferred an underperforming investment of mine to a more profitable fund.
Daniel:
Thanks Robin DF