Daniel's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 4 )
Pensions ( 136 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 104 )
Investments and Savings ( 142 )
Pension Transfers - Non Specialist ( 40 )
Inheritance Planning ( 67 )
Long Term Care ( 12 )
Pension Transfers - Specialist ( 23 )
Financial Planning ( 116 )
Financial Mentoring ( 9 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 61 )
£200k - £500k ( 30 )
£100k - £200k ( 14 )
£50k - 100k ( 2 )
( 1 )
Up to £50k ( 3 )
Review
by a verified client in Hampshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement
How has Daniel Blandford helped you?
Navigating the changing legislation on SIPPS, IHT and Estate Planning.
Have you seen the outcome you were hoping for?
Daniels advice - yes. Pensions legislation and IHT - moving the goalposts. double taxation - definitely not.
What could they have done better?
Nothing I am aware of.
Review
by a verified client in Hampshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and help in investing 25% Pension drawdown
How has Daniel Blandford helped you?
Formal annual review always very informative and helps me understand TPO investment strategy Always available to help discuss options for further investments Useful discussions about managing impacts of IHT
Have you seen the outcome you were hoping for?
Yes, investments have always beaten FTSE 100 and provided a healthy return
What could they have done better?
Nothing for me - maybe looking for help after the Chancellors 2025 Autumn Statement!
Review
by a verified client in London
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To provide advice on management of an investment fund set up by my parents to manage their savings in retirement.
How has Daniel Blandford helped you?
Daniel has provided regular advice on the management of the fund, through twice-yearly meetings, including planning for the future for myself and my wife.
Have you seen the outcome you were hoping for?
Yes, the fund has performed well and so far meets our requirements.
What could they have done better?
No problems with the advice given.
Review
by a verified client in Bridgend
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Covid impact on investment strategy
How has Daniel Blandford helped you?
Provided clear guidance
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
It would be nice if the financial modelling tool was visible in more detail
Review
by a verified client in Gloucestershire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidating pension funds
How has Daniel Blandford helped you?
Forensic analysis of funds held and their lifetime performance. Identifying ones to hold. Consolidating rest and accessing risk categories.
Have you seen the outcome you were hoping for?
Yes, barring invasion of Ukraine which upset all funds.
What could they have done better?
More current state of market updates.