Daniel Blandford

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

I inherited a SIPP and GIA from my late husband.

How has Daniel Blandford helped you?

My investment portfolio was not diverse enough to withstand the financial markets post lockdown. Daniel enabled me to establish a more diverse and healthy portfolio, enabling subsequent growth. Daniel explains with clarity, drawing on his wealth of knowledge, for myself who has very limited experience in the world of financial markets.

Have you seen the outcome you were hoping for?

Yes, I am pleased in the knowledge that my investments are growing in today's financially unstable climate.

What could they have done better?

Nothing

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

Pre-dates Daniel. I was already a TPO client when Daniel became my advisor.

How has Daniel Blandford helped you?

Daniel has helped me with pensions, investment advice, IHT planning and the broad range of financial advice I require as well as providing regular updates on the state of my pensions and investments.

Have you seen the outcome you were hoping for?

Absolutely. He has provided outstanding service.

What could they have done better?

Nothing. He has excelled every expectation I might have had. A pleasure to deal with. Responds quickly to any requests and is always in command of his subject.

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

Had a baby

How has Daniel Blandford helped you?

Investment advice and retirement planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with Daniel

Somehow, we got quite quickly to the core of the financial advice and I thought I learned from talking to Daniel

Please provide a brief comment about your experience with Daniel

Professional and helpful