David's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 8 )
Pensions ( 41 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 36 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 5 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 3 )
£100k - £200k ( 3 )
£50k - 100k ( 12 )
Up to £50k ( 18 )
First impression
by a VouchedFor user
6 years ago
Overall
Please provide a brief comment about your experience with David
Good coverage and didn't feel rushed nor felt as if he wanted to sell me any service. Good rapport.
Review
by a verified client in Bristol
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moving house and change of circumstances
How has David Milne helped you?
Provide advice on how to simplify our investments and pensions and ensure we have sufficient life insurance cover in place
Have you seen the outcome you were hoping for?
Yes - but we haven't yet retired so don't know if it will meet our long term goals
What could they have done better?
Nothing - David has been excellent
David:
Many thanks for your review Nicola.Review
by a verified client in Bristol
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted financial advice
How has David Milne helped you?
Pointed us to the best options available
Have you seen the outcome you were hoping for?
on the whole
Review
by a verified client in Herefordshire
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice about how to manage a number of pensions which I had accumulated in different jobs.
How has David Milne helped you?
David gave me clear advice about my options. He took into account my attitude towards ethical investments and risk in terms of where and how I wanted invest my money. He went over anything I did not understand and provided me with information in written and diagramatical formats, which was very helpful. I have had annual reviews with David to ensure my pension plan is progressing as expected.
Have you seen the outcome you were hoping for?
Yes, David has reviewed my pension plan with me and made adjustments when necessary to ensure it is progressing as expected.
What could they have done better?
N/A
Review
by a verified client in Bristol
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had a lump sum to invest, wanted to start a pension and wanted a general sort out of finances.
How has David Milne helped you?
With great advice.
Have you seen the outcome you were hoping for?
To soon to say about the outcome but we’re very happy with the structure David helped us put in place.
What could they have done better?
Occasionally thought the correspondence could be slightly better.