Reviewed for

Insurance and Protection ( 6 )

Mortgages ( 4 )

Pensions ( 61 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 43 )

Investments and Savings ( 63 )

Pension Transfers - Non Specialist ( 19 )

Inheritance Planning ( 32 )

Long Term Care ( 8 )

Pension Transfers - Specialist ( 10 )

Financial Planning ( 37 )

Financial Mentoring ( 4 )

Reviewers' assets

£500k+ ( 21 )

£200k - £500k ( 11 )

£100k - £200k ( 3 )

£50k - 100k ( 1 )

Up to £50k ( 1 )

Client reviews

First impression from a user who is not yet a client

November, 2023

Overall

Please provide a brief comment about your experience with Daniel

Clear overview of TPO services and approach without a a hard sell pitch.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

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

Retirement

Have you seen the outcome you were hoping for?

Yes as far as my financial planning going forward in retirement.

How has Daniel Blandford helped you?

Helping me know the ins and outs of my financial options and implementing them.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in West Sussex

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

Approaching retirement and wanting to make sure I was financially secure

Have you seen the outcome you were hoping for?

Yes, although the markets crashing and wars around the world have impacted on my pension growth

How has Daniel Blandford helped you?

Daniel has offered very practical and useful information

What could they have done better?

Cant think of anything

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

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

Retiring from Corporate life and needing help to best manage my pension and investment options.

Have you seen the outcome you were hoping for?

Yes, I am very pleased with the outcome so far and feel very comfortable with all of the advice and support Daniel has provided.

How has Daniel Blandford helped you?

Daniel outlined the initial approach we should take to maximise the benefits of our pensions and investments and has followed through on that year on year. This has made us very comfortable with our financial position over the past 6 years. We trust and value Daniel’s advice on all aspects of financial management.

What could they have done better?

Short of making world markets perform better I can’t think of anything!

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Somerset

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

Retirement

Have you seen the outcome you were hoping for?

Broadly yes financial markets are gloomy

How has Daniel Blandford helped you?

Explaining a bigger picture

What could they have done better?

Been more helpful in navigating the TPO website regarding what is available and past history.

First impression from a user who is not yet a client

October, 2023

Overall

Please provide a brief comment about your experience with Daniel

I was recommended Daniel and ‘the private office’ regarding obtaining financial advice. I received a telephone appointment with Daniel at very short notice. It was an introductory meeting and I found Daniel to be polite, precise, knowledgable, customer focused and determined to provide an excellent service. Which he did.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Gwynedd

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

Daniel is the successor to previous IFA of 30 years+

Have you seen the outcome you were hoping for?

Yes - sound financial advice, always courteous, well prepared and able to assist with all of my queries

How has Daniel Blandford helped you?

Advice on pension and related savings and investments, prompt help with recent draw down request

What could they have done better?

Nothing - totally satisfied with services provided

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

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

Approaching retirement

Have you seen the outcome you were hoping for?

Yes, definite;y

How has Daniel Blandford helped you?

Daniel's advice and initial review of our finances demonstrated that I could afford to retire and maintain the lifestyle that we wanted. He then advised on how to invest our pension funds to provide us with a long term plan for our retirement

What could they have done better?

I have been happy with Daniel's advice since day one. I can't really find fault with the service provided

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Somerset

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

Planning for retirement and needed advice on consolidating my pension pots and understanding of life time allowance.

Have you seen the outcome you were hoping for?

Yes

How has Daniel Blandford helped you?

Provided clear understanding of options and financial budgeting.

What could they have done better?

All OK so far.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

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

Pension and severance payment consolidation.

Have you seen the outcome you were hoping for?

Yes.

How has Daniel Blandford helped you?

Daniel continues to provide clear and helpful advice on my pension, including rules and regulations, and any investment questions.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in London

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

mainly for advice on investment into a pension

Have you seen the outcome you were hoping for?

yes

How has Daniel Blandford helped you?

Communication about different options, explaining risk, advice on risk, providing options on investments, providing communication on markets and performance feedback.

What could they have done better?

Nothing noted

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Bristol

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

Requirement for financial advice.

Have you seen the outcome you were hoping for?

Yes

How has Daniel Blandford helped you?

His guidance , knowledge and professional financial advice covering all our requirements.

What could they have done better?

None to date.

First impression from a user who is not yet a client

July, 2023

Overall

Please provide a brief comment about your experience with Daniel

Excellent

First impression from a user who is not yet a client

June, 2023

Overall

Please provide a brief comment about your experience with Daniel

Excellent

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in London

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

Help plan for the future and give advice on managing income and investments

Have you seen the outcome you were hoping for?

Yes

How has Daniel Blandford helped you?

5 years

What could they have done better?

Nothing

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Hampshire

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

I had a lump sum on retirement

Have you seen the outcome you were hoping for?

yes

How has Daniel Blandford helped you?

Very approachable, and gives sound advice

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Devon

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

Inheritance

Have you seen the outcome you were hoping for?

Yes

How has Daniel Blandford helped you?

He gives clear and concise advice

What could they have done better?

Nothing

First impression from a user who is not yet a client

April, 2023

Overall

Please provide a brief comment about your experience with Daniel

Professional, quietly reassuring, someone you could genuinely trust to look after your interests - no hard sell.

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Sussex

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

Taking my pension.

Have you seen the outcome you were hoping for?

Yes, so far, after 2+ years.

How has Daniel Blandford helped you?

Enabled me to make an informed decision about how to maximise my pension benefits.

What could they have done better?

Nothing.

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Hampshire

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

I wasn't pleased with my previous adviser.

Have you seen the outcome you were hoping for?

Initially exceeded our hoped for outcome but recent world events have placed unusual pressures on savings and pensions.

How has Daniel Blandford helped you?

He has reassured us and explained that our pension planning is still on track despite world events.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Surrey

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

Daniel has been my finacial advisor for 5 yrs - after taking an early retirement package from my employer.

Have you seen the outcome you were hoping for?

Yes - so far my investments have been increasing in value, which will assist in the future

How has Daniel Blandford helped you?

Daniel has given me good advise on how best to invest my finances and how to obtain the best possible gains

Review from verified client

March, 2023

Overall

Advice

Value

Service

Based in Surrey

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

Needed help with retirement planning

Have you seen the outcome you were hoping for?

Yes

How has Daniel Blandford helped you?

Found solutions for me that I was otherwise not aware of

What could they have done better?

Nothing

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

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

We needed to consider estate planning and inheritance.

Have you seen the outcome you were hoping for?

yes. Daniel understood our requirements and priorities

How has Daniel Blandford helped you?

Daniel started from the basics - understanding our situation and wishes, and offering sound and impartial advice on what we needed to do

What could they have done better?

No. Daniel has provided exactly what we wanted.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Hampshire

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

Considered retiring early during the Covid pandemic.

Have you seen the outcome you were hoping for?

yes

How has Daniel Blandford helped you?

He explained the options at the time and we have been very happy with his continued advice.

What could they have done better?

nothing

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in London

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

*

Have you seen the outcome you were hoping for?

yes

How has Daniel Blandford helped you?

Planned and excellent pathway to retirement and provides brilliant tax planning.

What could they have done better?

nothing

First impression from a user who is not yet a client

March, 2023

Overall

Please provide a brief comment about your experience with Daniel

1st meeting with Daniel was very well received. He explained his approach to pensions clearly and repeated paused to check everything was clear.

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Inheriting a large sum from my father

Have you seen the outcome you were hoping for?

Too early to tell this

How has Daniel Blandford helped you?

He has advised us on our pension and ensured that our children can benefit from it. He was very helpful in explaining why I should push to wind up trusts that have served their purpose. He is good at listening to our concerns and advising on steps to meet them

What could they have done better?

Possibly in anticipating the impact on our planning and income of the rise in mortgage rates and prospectively of the change in the property market. In advising us to cash in an AIM investment because of its disproportionate size and risk in relation to our overall wealth (and being an investment not tracked by TPO) has left a gap in inheritance tax planning as well as losing a well performing investment.

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in London

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

I had savings I was looking to invest and get professional advice on how to do so.

Have you seen the outcome you were hoping for?

Yes, I've certainly seen the outcome I was looking for.

How has Daniel Blandford helped you?

Daniel has been an excellent advisor, helping me to navigate the financial system in a country I've not grown up in. He always have useful advice that is tailored to my personal circumstances and have recommended a number of improvements to my financial affairs that have been really positive.

What could they have done better?

Really happy overall.

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

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

Early retirement and need to understand how best to look after the redundancy payment and pension funds.

Have you seen the outcome you were hoping for?

Yes

How has Daniel Blandford helped you?

He has clarified how we should approach our savings of all types and how to plan for major expenditure. He has also advised on good ways to address how to manage the funds from the sale of my Mother's house now that she is in a nursing home.

What could they have done better?

Nothing

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Hampshire

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

Looking to consolidate a number of pension policies into one and seeking advice on the best way to match any future investment to my planned requirements.

Have you seen the outcome you were hoping for?

Yes, 100%

How has Daniel Blandford helped you?

In many ways and always with a professional and friendly approach. Daniel has provided accurate and where required, in depth information and guidance, addressed my numerous questions and responded extremely efficiently to meeting and information requests. Ultimately consolidating my policies to match my requirements and beginning draw down in the most tax efficient way.

What could they have done better?

Nothing that I'm aware of.

First impression from a user who is not yet a client

January, 2023

Overall

Please provide a brief comment about your experience with Daniel

Very clear and thorough helpful explanation of services in our first consultation. Thank you.

First impression from a user who is not yet a client

January, 2023

Overall

Please provide a brief comment about your experience with Daniel

My first impression is very good. Daniel listened to my needs carefully and answered all my initial questions very convincingly.

First impression from a user who is not yet a client

December, 2022

Overall

Please provide a brief comment about your experience with Daniel

Amiable, listened carefully, clear discusssion to identify outcomes rather than focus on pathways.

First impression from a user who is not yet a client

December, 2022

Overall

Please provide a brief comment about your experience with Daniel

explained some complicated issues for me, comfortable to talk with

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

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

Approaching Retirement and wanted to know if our finances allowed for an earlier retirement

Have you seen the outcome you were hoping for?

Yes

How has Daniel Blandford helped you?

Daniel has patiently and clearly explained the options available to us

What could they have done better?

Can't think of anything at this stage

First impression from a user who is not yet a client

October, 2022

Overall

Please provide a brief comment about your experience with Daniel

Really impressed by Daniel I was unsure what to expect however he set out clearly what my options were and what we would cover in our initial meeting without any pressure. He was good listener and left me clear about my next steps and encouraged me to think more about them.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in London

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

Daniel took over the handling of my financial planning from my previous advisor after he left following a company merger. Daniel’s advice and follow up was immediately reassuring and impactful

Have you seen the outcome you were hoping for?

Yes - excellent results over time and very good at managing expectations and being prepared for more difficult and volatile periods

How has Daniel Blandford helped you?

Daniel has helped across a range of personal financial matters - managing my investments, pension planning, scenario planning for changes in circumstances and always deals with matters in a timely, professional and considerate way. He has also helped and advised my parents with some of their financial matters. I have recommended Daniel to several of my friends and colleagues.

What could they have done better?

I don’t think there is anything. I am always extremely satisfied, informed and reassured after meeting Daniel.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in London

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

I had a commutation lump sum from a defined pension to invest.

Have you seen the outcome you were hoping for?

Yes. Excellent service throughout including during the pandemic.

How has Daniel Blandford helped you?

Good advice regarding risk/return and inheritance planning.

What could they have done better?

Nothing springs to mind.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in London

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

An inheritance from my father.

Have you seen the outcome you were hoping for?

Yes.

How has Daniel Blandford helped you?

I've found him very professional, approachable and patient. He's always done his best to help and responds quickly and efficiently to my questions.

What could they have done better?

I can't think of anything really. We're going through such challenging, rapidly changing times, and I find that difficult as a normally cautious investor, but have not felt pressure from Daniel when I've been slow to take decisions or question what is the right course for me.

First impression from a user who is not yet a client

October, 2022

Overall

Please provide a brief comment about your experience with Daniel

Provides excellent service.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in West Sussex

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

To get some advise on what to do about my pension - withdraw and invest or keep where it was

Have you seen the outcome you were hoping for?

Yes - it is now taken out of where it was and invested. However the returns have not been great in the financial markets

How has Daniel Blandford helped you?

Regular (6 monthly) meetings, regular (monthly) updates, sensible and practical advice

What could they have done better?

Cant think of anything

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Pension consolidation

Have you seen the outcome you were hoping for?

Yes

How has Daniel Blandford helped you?

Very good advice, well presented. Very good support (tax info etc).

What could they have done better?

Nothing.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Somerset

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

Needed independent advice on how to handle my pensions and investments

Have you seen the outcome you were hoping for?

So far very good

How has Daniel Blandford helped you?

Simplified my investments and pensions and helped me plan for the future

What could they have done better?

Nothing

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Oxfordshire

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

We needed to invest a lump sum acquired on redundancy/early retirement

Have you seen the outcome you were hoping for?

Yes

How has Daniel Blandford helped you?

Daniel has been very clear about the investment strategies employed for our different accounts, and the effects of different factors that influence the returns and the risks associated with them. He has also offered advice on our tax situation which had been overlooked by a previous adviser.

What could they have done better?

Nothing

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Hampshire

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

Giving up work

Have you seen the outcome you were hoping for?

Yes - with the pension

How has Daniel Blandford helped you?

Giving sound advise - making sure I understood what was being said and giving me time to consider and for me to ask as many questions as needed - always being available for any advice and add hoc questions - and providing updates

What could they have done better?

Nothing comes to mind

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Gwynedd

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

Starting tax-efficient savings and retirement fund

Have you seen the outcome you were hoping for?

Yes

How has Daniel Blandford helped you?

Management of portfolio

What could they have done better?

Nothing

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Hampshire

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

I had a large sum on redundancy and needed advice how to invest it

Have you seen the outcome you were hoping for?

yes

How has Daniel Blandford helped you?

Daniel has given excellent advice and we have full confidence in him. He is our fourth adviser and the best by far.

What could they have done better?

Nothing comes to mind

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Hampshire

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

Dissatisfaction with quality of advice from previous financial advisor.

How has Daniel Blandford helped you?

Daniel carefully assessed my current financial situation and advised on future needs having listened to my priorities and preferences.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in London

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

I received a large inheritance and needed advice on investment and financial planning.

How has Daniel Blandford helped you?

Daniel has put together a personalised plan after a few meetings and really understanding what my goals are. I feel he has helped me plan for the future in a way that makes me feel comfortable.

Have you seen the outcome you were hoping for?

Due to the current market being so volatile its too short term to see the results. I understand for my goals I am in this for the longer term.

What could they have done better?

I can't fault the service I have been provided. Daniel is always on hand for any questions I have even when they are not directly related to my funds.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

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

I needed someone offer advice and management.

How has Daniel Blandford helped you?

Absolutely

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. He has been excellent

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Monmouthshire

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

Looking for advice on SIPP options as well as crytalising part of work DC pension.

How has Daniel Blandford helped you?

Selection of SIPP options for self and young daughter. Prudent financial planning for retirement. Blend of diversified and ethical/environmental investment options.

Have you seen the outcome you were hoping for?

Largely, especially considering the series of surprises impacting markets in recent years.

What could they have done better?

Perhaps more 'what if' consideration of future extreme event scenarios in selection of investment options, but hindsight is a wonderful thing...

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Devon

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

Inheritance planning

How has Daniel Blandford helped you?

He looks after almost all of our money....

Have you seen the outcome you were hoping for?

In this financial climate that is a bit of a dumb question. No one foresaw or would want the current state of affairs.

What could they have done better?

Daniel's performance is fine but there are aspects of the administration systems that TPO employ that need some discussion when next we meet.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in London

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

When we became Daniel's clients, I was working as a freelance theatre director and my husband as a theatre set, costume and video designer. We needed advice as to how to invest in a sensible way as our income varied from year to year. Since then Bill has developed Alzheimer's and is no longer working.

How has Daniel Blandford helped you?

Daniel is a good listener and gives really clear advice. He is straightforward and immensely patient. He has helped explain financial choices and has advised us very well, given the temperamental nature of our work. He has also helped enormously with how to structure our finances since Bill's illness. He is at all times calm and reassuring and wins both one's respect and trust.

Have you seen the outcome you were hoping for?

I have not been disappointed.

First impression from a user who is not yet a client

October, 2022

Overall

Please provide a brief comment about your experience with Daniel

I had an initial video meeting with Daniel for an hour. He came across as the consummate professional - intelligent, knowledgeable, empathetic and reassuring.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Hampshire

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

We were reviewing performance a d wanted a good IFA

How has Daniel Blandford helped you?

Reviewed our position, goals and helped us set a plan to achieve them.

Have you seen the outcome you were hoping for?

Yes - great relationship and improvement on previous situation.

What could they have done better?

Very happy with the service - no issues.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Hampshire

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

Not happy with my previous adviser.

How has Daniel Blandford helped you?

Daniel has helped me to understand my options better and how to achieve my pension goal. The examples, illustrations and graphs explaining the future prices is what I have been looking asking for years with my previous advisers.

Have you seen the outcome you were hoping for?

Initially yes. The Ukraine war has unfortunately stalled or even reversed the initial great progress. Hopefully it will end soon and we can continue the good progress.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Berkshire

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

Retirement

How has Daniel Blandford helped you?

He explained the complexities of the financial world and our situation simply, clearly and with patience.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Berkshire

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

Wanted someone I could trust to look at overall picture

How has Daniel Blandford helped you?

Daniel has done a great job of looking at our investments in an holistic way, and has given us confidence in how to go forward

Have you seen the outcome you were hoping for?

Notwithstanding the turbulence in the markets currently, we are where Daniel predicted

What could they have done better?

Happy with service as it us

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Gloucestershire

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

To consolidate pension plans.

How has Daniel Blandford helped you?

Daniel performed a forensic analysis of my pension schemes and their performance to show how they had increased over a long period. I was advised to retain two schemes which had guarantees well in excess of normal outcomes but to consolidate the rest. I have had more professional interaction with Daniel in two years than in 35 with established mutual pension providers. Very pleased with the depth of advice and the personal care.

Have you seen the outcome you were hoping for?

Increase in fund value has been well in excess of what my previous pension plans had achieved. Recent outcomes have resulted in some losses of the gains but this is down to Ukraine and government ineptitude which would be very difficult to steer against.

What could they have done better?

Market updates could be a bit more current.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in London

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

financial planning

How has Daniel Blandford helped you?

Explains financial planning easily, straight talking, has increased our portfolio, has done what he said he would do and what we wanted.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

not that I know of.

First impression from a user who is not yet a client

September, 2022

Overall

Please provide a brief comment about your experience with Daniel

He gave a good overview of the options leaving me well informed to consider my next options

First impression from a user who is not yet a client

September, 2022

Overall

Please provide a brief comment about your experience with Daniel

Daniel was professional with a good client rapport. He had assimilated the facts and gave succinct and helpful advice.

First impression from a user who is not yet a client

September, 2022

Overall

Please provide a brief comment about your experience with Daniel

Pensions can be a little bit of a mine field, but I found my initial meeting with Danial very helpful. I felt he was open and honest explaining the process constructively making me to feel comfortable to ask questions and leaving me with a complete understanding of the process going forward.

First impression from a user who is not yet a client

September, 2022

Overall

Please provide a brief comment about your experience with Daniel

A very open and informative introductory meeting with Daniel during which he highlighted the key issues I need consider before we had a further discussion.

First impression from a user who is not yet a client

September, 2022

Overall

Please provide a brief comment about your experience with Daniel

Excellent; empathetic and thorough in what was only an initial discussion. Very impressed.

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Somerset

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

I needed advice on what to do with my four pension pots for my retirement.

Have you seen the outcome you were hoping for?

Yes

How has Daniel Blandford helped you?

Very

What could they have done better?

Not sure yet.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Devon

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

Inheritance

Have you seen the outcome you were hoping for?

Yes

How has Daniel Blandford helped you?

Daniel is a good communicator and is always helpful and provides timely responses.

What could they have done better?

Can't think of anything

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Kincardineshire

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

Needed expertise to manage financial assets

Have you seen the outcome you were hoping for?

yes

How has Daniel Blandford helped you?

Accessible, reliable, offers sound and practical advice. Responds effectively to questions regarding possible options/decisions etc

What could they have done better?

Nothing comes to mind

First impression from a user who is not yet a client

April, 2022

Overall

Please provide a brief comment about your experience with Daniel

V impressed. Daniel was immensely helpful and knowledgeable. He understood the advice we will need.

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Surrey

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

I took early retirement, with a redundancy package & needed the advice nearly 6 years. Daniel has been overseeing my investments for a number of years,

Have you seen the outcome you were hoping for?

Yes - investments are increasing at a good % rate , which settles my mind for the future

How has Daniel Blandford helped you?

He over sees my investment portfolio constantly, and advises should he believe changes are needed, which would be beneficial financially to me.

First impression from a user who is not yet a client

March, 2022

Overall

Please provide a brief comment about your experience with Daniel

I thought I was talking to Dan Alder?

First impression from a user who is not yet a client

March, 2022

Overall

Please provide a brief comment about your experience with Daniel

Daniel was very helpful. I had some practical questions about the arcane rules on pensions, life time allowance and potential tax implications, with what needs to be considered at age 75 and whether actions need be taken before then. He had ready answers and our telephone conversation covered them all.

First impression from a user who is not yet a client

February, 2022

Overall

Please provide a brief comment about your experience with Daniel

Phone meeting with Daniel was friendly and informative and perhaps a start of a good relationship in my financial needs.

First impression from a user who is not yet a client

February, 2022

Overall

Please provide a brief comment about your experience with Daniel

Daniel was punctual and professional. As I was already reasonably sure of the strategy I should choose, it was refreshing to hear an FA being truly impartial and honest. My dealings with financial "experts" have been sketchy. Daniel went someway to reassure me. So much so that I have retained his details should I need further advice. He strikes me as a decent man. Thank you.

First impression from a user who is not yet a client

February, 2022

Overall

Please provide a brief comment about your experience with Daniel

Very knowledgeable, clear and helpful.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Somerset

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

Retirement

Have you seen the outcome you were hoping for?

Yes

How has Daniel Blandford helped you?

Moved all my pensions into one pot.

What could they have done better?

Nothing

First impression from a user who is not yet a client

June, 2021

Overall

Please provide a brief comment about your experience with Daniel

I was impressed with how clearly Daniel explained things. He was pleasant and friendly and I would certainly consider using his services in future.

First impression from a user who is not yet a client

June, 2021

Overall

Please provide a brief comment about your experience with Daniel

Daniel has been very helpful in providing clear general information regarding options for my purpose and in making me aware of risks.

First impression from a user who is not yet a client

May, 2021

Overall

Please provide a brief comment about your experience with Daniel

Excellent introduction to TPO and look forward to hearing more

First impression from a user who is not yet a client

March, 2021

Overall

Please provide a brief comment about your experience with Daniel

Daniel and I had a good conversation in which he stated that based on his understanding of my needs and present position there was no need to go further at this time. We will re-engage in 24months to see what may be appropriate at that time. Knowledge able and refreshingly not looking for a quick buck. I would recommend based on my experience

First impression from a user who is not yet a client

March, 2021

Overall

Please provide a brief comment about your experience with Daniel

Very generous with his time and knowledge. Interesting to talk with and leaves one confident of his integrity and experience.

First impression from a user who is not yet a client

February, 2021

Overall

Please provide a brief comment about your experience with Daniel

This was a very useful discussion. Discussion of charges was not relevant.

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Devon

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

Inheritance

How has Daniel Blandford helped you?

Very informative and interesting.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

First impression from a user who is not yet a client

February, 2021

Overall

Please provide a brief comment about your experience with Daniel

Very clear with open questions. Came across genuine and keen to assist.

First impression from a user who is not yet a client

January, 2021

Overall

Please provide a brief comment about your experience with Daniel

Excellent, He knows what he's talking about.

First impression from a user who is not yet a client

January, 2021

Overall

Please provide a brief comment about your experience with Daniel

Daniel was excellent. It was clear that the services offered were not a match for my needs and Daniel was honest and clear. Daniel clearly has a wealth of knowledge about the UK financial and tax environment and it was a pleasure to speak with him. The only reason I give a 7 to the recommendation question below is that I do not feel any of my friends or family are seeking the services of TPO. However if they were too in the future, I was so impressed by my conversation with Daniel, I would provide a recommendation to at least make contact.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in London

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

Daniel has been my trusted IFA for several years now where he advises me on retirement planning, pensions and investments

Have you seen the outcome you were hoping for?

Yes, Daniel was very prepared and thorough and explained things in detail. He also took time out to set up a session with my parents to give them advice.

How has Daniel Blandford helped you?

Daniel advised me on rebalancing my portfolio, planning for 2021 and various outcomes that could happen in a post Covid /Brexit situation. He also advised on potential opportunities for increased pension contributions. He also very kindly offered to help and advise my parents as the plan for possible care.

What could they have done better?

Nothing - I was extremely pleased with the service.

First impression from a user who is not yet a client

January, 2021

Overall

Please provide a brief comment about your experience with Daniel

Daniel was extremely helpful and professional. Answered all my questions and provided clear and concise information to help me make an informed decision on the next steps with his company.

First impression from a user who is not yet a client

January, 2021

Overall

Please provide a brief comment about your experience with Daniel

Good first meeting, able to help us target what we actually need.

First impression from a user who is not yet a client

January, 2021

Overall

Please provide a brief comment about your experience with Daniel

Very clear advice

First impression from a user who is not yet a client

January, 2021

Overall

Please provide a brief comment about your experience with Daniel

Excellent service, listened well to my requirements and gave a clear explanation of possible outcomes and pitfalls with these so that I could make a clear decision going forward.

First impression from a user who is not yet a client

January, 2021

Overall

Please provide a brief comment about your experience with Daniel

Daniel was very informative giving a clear picture of how TPO operated.

First impression from a user who is not yet a client

December, 2020

Overall

Please provide a brief comment about your experience with Daniel

The outcome from our conversation required no further contact with TPO therefore charges were not discussed.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Hertfordshire

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

Not happy that my previous advisors were focussed on my personal situation, but rather more focussed on their own business.

Have you seen the outcome you were hoping for?

Yes. Very much so.

How has Daniel Blandford helped you?

Conducting a thorough review of my financial situation which formed the basis for a strategic plan.

What could they have done better?

I feel my requirements have been fully met.

First impression from a user who is not yet a client

December, 2020

Overall

Please provide a brief comment about your experience with Daniel

Very good first impression. Daniel was very helpful, patient and candid. He was prepared to answer questions, even where some of them were off topic. At this early stage of our relationship, I clearly can't commit to using any services...so it's a Maybe and I am staying neutral on the recommend TPO score. Ask me again after we have held our discovery meeting!