David's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 48 )
Retirement income (annuities, drawdown) ( 46 )
Investments and Savings ( 76 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 52 )
Long Term Care ( 22 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 73 )
Financial Mentoring ( 16 )
Financial Coaching ( 7 )
( 3 )
Reviewers' assets
£500k+ ( 23 )
£200k - £500k ( 7 )
£100k - £200k ( 3 )
£50k - 100k ( 3 )
Up to £50k ( 3 )
Review
by a verified client in Hertfordshire
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Parents used his company.
How has David Bowman helped you?
Helped a lot with parents will etc after they heartbreakingly died.
Have you seen the outcome you were hoping for?
Yes nice to have a few more £s to have monthly. No more being overdrawn.
What could they have done better?
Apart from bring my parents back. Nothing. They have been very helpful.
Review
by a verified client in Gloucestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needing advice on investments
How has David Bowman helped you?
He has made us money while adhering to our ethical guidelines
Have you seen the outcome you were hoping for?
yes
David:
Hi Jenny Thanks very much for your kind review, it is really appreciated. Kind regards DavidReview
by a verified client in Bristol
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Building up some savings and needed a trusted advisor to invest them for me.
How has David Bowman helped you?
Understood my long term, and changing, needs and advised how to manage our portfolio accordingly.
Have you seen the outcome you were hoping for?
Yes
David:
Good morning Helen Thanks for completing our survey, it is very much appreciated and valued - as per one of the comments, please do not hesitate to pass on my contact details if I can be of assistance to family/friends/colleagues. Kind regards DavidReview
by a verified client in Hertfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Relating to investment and planning
How has David Bowman helped you?
In many ways .He is very knowledgeable and is very professional and will do his best for me regarding pension planning and inheritance tax
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
David:
Hi Terry Thanks very much for your review, it is much appreciated - and thanks for referring me to family and friends, I'm always happy to help someone that you know who might benefit from my advice. Best wishes DavidFirst impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with David
David had always been very helpful and informative.
David:
Good morning Elliot Thanks for your feedback, it is really appreciated. David