Daniel's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 4 )
Pensions ( 22 )
Retirement income (annuities, drawdown) ( 4 )
Investments and Savings ( 12 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 1 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 6 )
£100k - £200k ( 6 )
Up to £50k ( 5 )
( 1 )
£50k - 100k ( 7 )
First impression
by a VouchedFor user
8 months ago
Overall
Please provide a brief comment about your experience with Daniel
Daniel was nice and polite and seemed very knowledgeable. Will possibly think of using his services in the new year but not at the moment.
Review
by a verified client in Caerphilly
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Finding out if my pensions were going to be enough for me to retire at 55.
How has Daniel Howls helped you?
By gathering all the information on all 5 pensions plus state pension and working out showing a few outcomes for potential growth.
Have you seen the outcome you were hoping for?
Not yet, but very optimistic.
What could they have done better?
Nothing, he came over as a very professional financial adviser in his field, giving me a lot of confidence in his work and not once; did I feel pressured with making a decisions.
Review
by a verified client in Vale of Glamorgan
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed help on moving my final salary pension scheme to a private pension that would give me and my family more options for retirement and inter generational planning
How has Daniel Howls helped you?
Dan was able to facilitate the pension transfer and did this within the timescale allocated
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I can't think of anything Dan could have improved on. He was fantastic !
Review
by a verified client in Caerphilly
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Several pensions with different companies
How has Daniel Howls helped you?
Amalgamation of several pensions into a drawdown account
Have you seen the outcome you were hoping for?
Yes, very happy with the outcome
What could they have done better?
Nothing I can think of
Review
by a verified client in Neath Port Talbot
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had pensions which i wanted to pool together into one.
How has Daniel Howls helped you?
He gave me very good financial advice about what to do with my pensions and what options i had and of which he has set up for me.
Have you seen the outcome you were hoping for?
Yes, very pleased.
What could they have done better?
Daniel is a very approachable and easy to talk too, he puts you at ease with the questions he asks and answers your questions in a way that makes you feel comfortable talking about your financial details.