Daniel Gould

What were the circumstances that caused you to initially look for an adviser?

Getting older & needed pension advice.

How has Daniel Gould helped you?

Looked at existing funds to see if he could better investments by possibly consolidating schemes

Have you seen the outcome you were hoping for?

Yes. Schemes I have are doing ok.

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

I wanted to consolidate my pensions as and take my tax free cash.

How has Daniel Gould helped you?

He took the administration off my hands and dealt with the various providers. There were lots of problems to overcome as their were issues with the master trust with two of the previous schemes and A-Day problems.

Have you seen the outcome you were hoping for?

Yes, and I saved money. I also paid less tax than I would have.

What could they have done better?

Move faster, although the delays were due to existing providers.

Please provide a brief comment about your experience with Daniel

Very fast in getting back to me excellent.

What were the circumstances that caused you to initially look for an adviser?

My pension was floundering in a unmanaged fund.

How has Daniel Gould helped you?

He explained clearly how my pension funds should be doing much better.

Have you seen the outcome you were hoping for?

Yes , so far the returns have been excellent.

What were the circumstances that caused you to initially look for an adviser?

Following divorce needed pension support.

How has Daniel Gould helped you?

He went out his way, out of hours to home visit me.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No outstanding