Daniel's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 1 )
Pensions ( 66 )
Retirement income (annuities, drawdown) ( 44 )
Investments and Savings ( 57 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 11 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 28 )
Financial Mentoring ( 5 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 21 )
£200k - £500k ( 15 )
£100k - £200k ( 7 )
Up to £50k ( 3 )
£50k - 100k ( 11 )
Review
by a verified client in Dorset
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to get my pensions together and finances in order.
How has Daniel Weldon helped you?
Daniel has helped by advising and investing my pensions. He also offers advice on other family finances.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
As far as I am aware nothing.
Review
by a verified client in Dorset
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed someone who new more about investments than did
How has Daniel Weldon helped you?
He has always given good advice
Have you seen the outcome you were hoping for?
I have
What could they have done better?
I've always been happy with the recommendations
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I originally worked in the industry.
How has Daniel Weldon helped you?
He has given me good advise for future planning and retirement income.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Somerset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed help with pensions and investments
How has Daniel Weldon helped you?
With my pension and investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not charged such high fees!!
Review
by a verified client in Dorset
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pending retirement a few years in advance. I knew that I needed both specialist and expert advice, above all from a totally trustworthy source, a firm that will provide an excellent long-term service for a fair price. Dan Weldon provides all of this consistently, and this is all done in a very friendly but always professional way. A superb service without question.
How has Daniel Weldon helped you?
Advice as to how to find a superior pension portfolio, his fund allocation within this selection, and his reviews to check the progress of this, and also my circumstances as they change over time.
Have you seen the outcome you were hoping for?
Yes, indeed , outcomes within the realistic expectations of the current world that we find ourselves in are good.
What could they have done better?
Very little, I cannot think of anything that can really be improved - just keep doing the same thing superbly well !