Reviewed for
Pensions ( 8 )
Retirement income (annuities, drawdown) ( 4 )
Auto Enrolment ( 1 )
Investments and Savings ( 9 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£200k - £500k ( 1 )
£100k - £200k ( 1 )
Up to £50k ( 2 )
£50k - 100k ( 2 )
Client reviews
Repeat review from verified client
April, 2022
Overall
Advice
Service
Value
Based in Somerset
This review is a follow-up review from a client who left a review previously.
How has David Ithier helped you since your last review?
David has been unavailable for advice since the last review but I have now reverted to his advice.
Repeat review from verified client
March, 2022
Overall
Advice
Service
Value
Based in Bristol
This review is a follow-up review from a client who left a review previously.
How has David Ithier helped you since your last review?
Pensions consolidated and has helped with advice.
Repeat review from verified client
March, 2022
Overall
Advice
Service
Value
Based in Somerset
This review is a follow-up review from a client who left a review previously.
How has David Ithier helped you since your last review?
David is now reviewing where we are and is developing a strategy to help with inheritance planning.
Review from verified client
April, 2021
Overall
Advice
Service
Value
Based in Bristol
What were the circumstances that caused you to initially look for an adviser?
i want to retire
How has David Ithier helped you?
showed me how i could
Have you seen the outcome you were hoping for?
to early to say
What could they have done better?
to early to say
First impression from a user who is not yet a client
April, 2021
Overall
Please provide a brief comment about your experience with David
David is a knowledgeable FA and very good communicator
Review from verified client
April, 2021
Overall
Advice
Service
Value
Based in Bristol
What were the circumstances that caused you to initially look for an adviser?
Wanted to save.
How has David Ithier helped you?
He assessed my mindset and affordability of risk and recommended a perfect saving product
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
David's reply
Thank you for your review Regards David
Review from verified client
March, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Unhappy with current situation
How has David Ithier helped you?
Changed investment strategy
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am not qualified to comment on this. If I was, why would I need David Ithier's advice ?
Review from verified client
March, 2021
Overall
Advice
Service
Value
Based in Bristol
What were the circumstances that caused you to initially look for an adviser?
Inheritance of two large sums of money
How has David Ithier helped you?
Explained my options and what investment he thought would be best for me
Have you seen the outcome you were hoping for?
Yes I have seen a good steady growth of my investment
What could they have done better?
I can’t think of anything that could have been done better
Review from verified client
March, 2021
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
I wanted advise on a poorly preforming company pension scheme
How has David Ithier helped you?
It was established that my company pension scheme which charged very low management fees was not being managed very well. It was agreed that I should move my pension into a SIPP
Have you seen the outcome you were hoping for?
I am very pleased with the performance of my SIPP.
What could they have done better?
Nothing really I have regular meetings to review the performance of my SIPP and check that my attitude to risk hasn't changed
Review from verified client
March, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
I was working after I retired from my main job and needed advice to take me over the next 20 years and to rationalise my various investments and pensions.
How has David Ithier helped you?
David completed a financial appraisal, which he has kept upto date, and then advised on the best future plans.
Have you seen the outcome you were hoping for?
The outcome has been far better than I would have hoped given the difficult economic world we have lived through.
What could they have done better?
I am not sure.
Review from verified client
March, 2021
Overall
Advice
Service
Value
Based in Bristol
What were the circumstances that caused you to initially look for an adviser?
Consolidation of multiple pensions.
How has David Ithier helped you?
Consolidation of multiple pensions, actually advised to leave one where it was for greater benefit.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing I can think of.
Review from verified client
March, 2021
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
To support auto enrolment and provide pension advice to the company and the employees.
How has David Ithier helped you?
With financial advice
Have you seen the outcome you were hoping for?
Yes, we are delighted with the outcome.
What could they have done better?
N/A
First impression from a user who is not yet a client
March, 2021
Overall
Please provide a brief comment about your experience with David
I contacted David from a professional recommendation. I've been very pleased with the services he provides and his general demeanour makes consultations a pleasant experience.