Ricardo's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 5 )
Pensions ( 57 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 18 )
Auto Enrolment ( 1 )
Investments and Savings ( 58 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 8 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 13 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 11 )
£100k - £200k ( 5 )
Up to £50k ( 12 )
£50k - 100k ( 5 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Ricardo
Very knowledgeable, welcoming, focused and understanding of our needs
Review
by a verified client in North Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wasn’t sure how to manage my pensions and needed advice from a financial advisor
How has Ricardo Da Silva helped you?
Ricardo gave good advice and explained everything regarding my pensions in easy terms
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I can think of I’m happy with how everything is going
First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Ricardo
Ricardo listened to our situation, asked appropriate questions and enabled us to understand our options through the use of diagrams which were very helpful.
First impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Ricardo
A very worthwhile meeting/chat with Ricardo. Listened to my needs with regards to my pension fund and took all the preliminary notes for meeting one that I expected. I look forward to seeing this process grow.
First impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Ricardo
I met Ricardo to discuss inheritance planning. He provided excellent advice and was very helpful and considerate. I would have no hesitation in recommending him.