Daniel's reviews
Reviewed for
Insurance and Protection ( 11 )
Mortgages ( 4 )
Pensions ( 172 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 133 )
Investments and Savings ( 178 )
Pension Transfers - Non Specialist ( 48 )
Inheritance Planning ( 82 )
Long Term Care ( 14 )
Pension Transfers - Specialist ( 29 )
Financial Planning ( 149 )
Financial Mentoring ( 13 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 84 )
£200k - £500k ( 36 )
£100k - £200k ( 17 )
Up to £50k ( 3 )
( 2 )
£50k - 100k ( 3 )
Review
by a verified client in Berkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Daniel Blandford helped you?
Guided us skilfully through the minefield of retirement, pension planning and inheritance planning.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Daniel
Daniel has been personable, knowledgeable, thorough and efficient.
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed help to manage our finances
How has Daniel Blandford helped you?
Given clear advice on financial matters and been responsive to our wishes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
All fine
Review
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?
Approaching retirement and wanting to know what lifestyle I could support post retirement based on my existing pensions and assets
How has Daniel Blandford helped you?
Extremely clear modelling of scenarios and clear advice on the options available to us.
Have you seen the outcome you were hoping for?
Yes - now retired and Daniel and Grace are managing our post retirement cash flow.
What could they have done better?
Occasionally the back office is a bit clunky - sometimes the App is showing the wrong or out of date values and the messaging system is saying you have 85 messages when you have none. Also the monthly payments seem to be a bit chaotic and on a number of occasions have been delayed
Review
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?
Felt I needed a change of pension provider and was told by pension wise to find an independent financial advisor.
How has Daniel Blandford helped you?
Daniel took care of the transfer and setup of new SIP.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not qualified enough to know.