Reviewed for
Insurance and Protection ( 21 )
Mortgages ( 50 )
Pensions ( 26 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 19 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 3 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 6 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 4 )
£100k - £200k ( 6 )
£50k - 100k ( 7 )
Up to £50k ( 18 )
Review
by a verified client in Manchester
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As marked above. Have known David for many years
How has David Parkinson helped you?
Always brilliant advice
Have you seen the outcome you were hoping for?
Probably better than expected
What could they have done better?
Can't think of anything
David:
Thank you Steve. It is always a please helping you and Mavis when you need financial advice.Review
by a verified client in Manchester
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying a first home then mortgage deal was up
How has David Parkinson helped you?
David has advised on the best options to suit our needs and our budgets.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
N/a
David:
Hi Emma and Nick thank you so much for your kind words. As always it has been an absolute pleasure helping you with your mortgage decisions. DaveReview
by a verified client in Lancashire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Amalgamating various pensions which were maturing
How has David Parkinson helped you?
Advising me on where best to place my money for my specific needs
Have you seen the outcome you were hoping for?
I am more than satisfied with the way my plan has performed over the last twelve months
What could they have done better?
Went over and above in all aspects
David:
Thank you Kevin for your 5 star review. It's always an absolute pleasure to help you with your finances.Review
by a verified client in Derbyshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial security
How has David Parkinson helped you?
Given me peace of mind for myself and my families future.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing j can think of.
David:
Hi Adele, thank you so much for your kind review. I will contact you shortly to go through how we are remunerated with mortgage and protection. II will also run over your protection provision again. DaveReview
by a verified client in Derbyshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially we were looking for a mortgage and David was recommended to us by a friend / work colleague. This then progressed to us using David for all our financial issues
How has David Parkinson helped you?
In many ways. He has helped us route our money into the best routes for future financial security for our family.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
David:
Thank you Darren, It's always a pleasure. I will go over our fees for pensions and mortgages with you again at our next review just as a reminder.Review
by a verified client in Manchester
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Known David for many years.
How has David Parkinson helped you?
Help myself and members of my family and friends.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not much really
David:
Thanks Ged, it is always a pleasure helping you and your family with financial advice.Review
by a verified client in Cheshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to synergies my various pension plans also I required a better mortgage deal.
How has David Parkinson helped you?
He has helped and successfully secured my last to mortgage plans and has got my house in order regarding my pension pot.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
No issues what so ever, everything was dealt with in an easy to understand way.
David:
Thank you David. It is always a pleasure. Thank you for your kind review.Review
by a verified client in Manchester
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Purchasing my first home.
How has David Parkinson helped you?
David assisted in sorting a mortgage when buying my first property. He was excellent with communication and was extremely helpful with explaining things which I didn’t understand. The team also assisted in communicating with the solicitors who were taking too long with the process.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
David:
Thank you Lucy. It was an absolute pleasure in helping you buy your first home. Thank you for your review.Review
by a verified client in Cheshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As a repeat customer looking for a mortgage.
How has David Parkinson helped you?
Dave and his colleague Jane went to great lengths to provide excellent customer service throughout the process. Given my unusual financial situation through ltd co dividend payments, Dave was able to find a suitable and appropriate lender and work through the lengthy and at times complicated journey, ensuring I was kept up to date throughout and going the extra mile.
Have you seen the outcome you were hoping for?
Yes.
David:
Thank you Ian. Ys it was a long and complicated journey but I was determined to get you a suitable mortgage to enable you to purchase the share in the new build property you wanted to buy.Review
by a verified client in Manchester
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
wanted a Mortgage and investment advice
How has David Parkinson helped you?
arranged our mortgages over recent years always reviewing and looking for the best deal for us . also helping invest our pension savings. Always been quick to respond and suggest the best ways forward
Have you seen the outcome you were hoping for?
Yes - without doubt
What could they have done better?
Nothing i can think of.
David:
Hi Kent and Carol, thank you for your kind review, as always it's an absolute pleasure in helping you when you need financial advice. DaveReview
by a verified client in Bristol
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Did not have a pension
How has David Parkinson helped you?
Plan for the future
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
David:
Thank you Sarkis, it was a pleasure and made easier as you always respond promptly to me if I have any questions for you.Review
by a verified client in Lancashire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially But-to-Let mortgages, however, since Dave does such an excellent job he now does any personal mortgages for us and we always recommend to friends and family Dave's services.
How has David Parkinson helped you?
He's our 'GO-to-Man' for any mortgage, insurance / protection requirements. Dave is always on the ball and ahead of the game, alerting us to any event we should be aware of with our mortgages such as interest changes, product transfer etc.
Have you seen the outcome you were hoping for?
Dave is very thorough in his due diligence, he researches the best options available and advises us which saves us the time.
What could they have done better?
Nothing, although we do wish we'd met you sooner. Thank you for all your hard work, professionalism and dedication.
David:
Thank you Alisa, it is always a pleasure to help both yourself and Mark with any and all aspects of your financial planning. Bets Wishes for 2024.Review
by a verified client in Lancashire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Through the advice of a friend
How has David Parkinson helped you?
He’s advice as been invaluable
Have you seen the outcome you were hoping for?
Yes very much so
What could they have done better?
They couldn’t have done anything better everything they have done for me has been excellent
David:
Thank you Eric, it was an absolute pleasure in helping you with your retirement planning.Review
by a verified client in Lancashire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
First time buyers looking to find the right mortgage for us & the correct insurance cover for the house.
How has David Parkinson helped you?
David walked us through everything at each step of the way and was extremely helpful & knowledgeable with all our requests.
Have you seen the outcome you were hoping for?
100% - we received all the help we required and then some.
What could they have done better?
Nothing - spot on service.
David:
Thank you Ryan, it was an absolute pleasure. Best wishes to yourself and Beth and I wish you many happy years together in your new home.Review
by a verified client in Manchester
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for advice on my retirement plans.
How has David Parkinson helped you?
He gave me sound honest advice.
Have you seen the outcome you were hoping for?
No, but this has nothing to do with David or KBA.
What could they have done better?
In all honesty, he couldn't have done anything better.
David:
Thank you Stephen. It's a shame we couldn't move your pension into drawdown but as your pension scheme offers you enhanced tax free cash if you access the pension directly then it would be wrong for you to do otherwise. Thank you for providing me with an opportunity to review your frozen pension with Wincanton.Review
by a verified client in Lancashire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgage many years ago, and if late, arranging my pensions
How has David Parkinson helped you?
Ensure my investments for pensions get the returns I ecpevted
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, as he has always anticipated any queries
Review
by a verified client in Manchester
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgage advise
How has David Parkinson helped you?
Not only managed many mortgage applications over the years, but managed multiple applications at the same time. As well as life assurance and pension advice with in our current business.
Have you seen the outcome you were hoping for?
Yes. Delivered the best mortgage products for us year after year.
What could they have done better?
David is always happy to help, and at hand for advise.
Review
by a verified client in Dorset
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buy to Let Mortgage requirement
How has David Parkinson helped you?
Pointed me in the right direction and illustrated potential pitfalls
Have you seen the outcome you were hoping for?
Yes indeed
What could they have done better?
Not a great deal
Review
by a verified client in Manchester
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
buying another property
How has David Parkinson helped you?
Clear information and always has plenty of options for us
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Nothing he has been and still is amazing
David:
Hi Emma, thank you for your kind review. It's always a please to help you and Andrew with your mortgage and pension requirements. DaveReview
by a verified client in Lancashire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommendation
How has David Parkinson helped you?
Dave was absolutely fantastic all the way through my mortgage process, he kept me updated throughout, searched through many lenders to find me the best deal, and found a quick solution to every stumbling block we hit. His patience and professionalism were second to none and I will definitely be recommending him to family and friends. Thank you so much Dave for making this possible for me.
Have you seen the outcome you were hoping for?
100%
What could they have done better?
Absolutely nothing!
David:
Thank you Leyna, it was an absolute please to help you become a home owner for the first time.Review
by a verified client in Cheshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Getting old.
How has David Parkinson helped you?
Vey good advice and remortgaging.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
David:
Thank you David, as always it is an absolute please helping you and Sheila with your mortgages.Review
by a verified client in Lancashire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed pensions sorting in one pot
How has David Parkinson helped you?
In all aspects
Have you seen the outcome you were hoping for?
Not yet it’s not been 12 months
What could they have done better?
Nothing
David:
Thank you David. It was an absolute pleasure.Review
by a verified client in Lancashire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying a home
How has David Parkinson helped you?
Valuable advice, very down to earth, friendly, contactable always, quick responses, made the whole process super easy and stress free. Felt confident making decisions.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Absolutely nothing.
David:
Hi Beth, I have to say it has been an absolute please helping you buy your first home a newbuild too. My job is made much easier when the clients I am advising have clear goals and respond to request for information and documents in a timely manner and this is exactly what you did. All the very best wishes to you and Ryan and I am sure you will have a great life in your new home.Review
by a verified client in Manchester
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to port a mortgage across and talk about pensions
How has David Parkinson helped you?
Dave and Jane arranged the mortgage which was completely hassle free on my part. They kept me updated throughout and are a pleasure to work with
Have you seen the outcome you were hoping for?
Yes, Dave worked really hard to find the best deal for my circumstances
What could they have done better?
Nothing on this occasion
David:
Thankyou Dan, it as an absolute pleasure helping you with your mortgage needs.Review
by a verified client in Merseyside
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has David Parkinson helped you?
In many ways, He explained and answered all my questions
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, everything was perfect
David:
Thank you Ray, that is very kind of you. It has been an absolute pleasure helping you with your retirement plans and I look forward to meeting up with you soon for our annual review. Regards DaveReview
by a verified client in Lancashire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Confusing / stressful time after separation.. needed expect advice
How has David Parkinson helped you?
Seamless, stress free advice and guidance re mortgage deals
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
David:
Thank you Paul, it was a pleasure helping you with your mortgage needs. Good luck and speak soon.Review
by a verified client in Manchester
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgage
How has David Parkinson helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, first class service
David:
Many thanks David. It has been a pleasure.Review
by a verified client in Derbyshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to consolidate a number of small private pensions into one medium risk portfolio.
How has David Parkinson helped you?
I've known David in his capacity as a financial advisor for many years and he has always been very helpful, knowledgeable and professional. Always keeps me informed, I never have to ask for updates.
Have you seen the outcome you were hoping for?
Yes. My pensions are all now consolidated.
What could they have done better?
Nothing
David:
Hi Joanne, thank you for your kind review. It has always been a pleasure helping you with your finances whether it be your mortgage or your pensions. Have a lovely first Christmas in the Peak District.Review
by a verified client in Lancashire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were recommended to Dave by a friend and we are so glad we took his advice
How has David Parkinson helped you?
Dave has given us great advice and sorted out our financial future for us
Have you seen the outcome you were hoping for?
Definitely Dave has exceeded our expectations.
What could they have done better?
Nothing
David:
Many thanks for your review Janet. It's been an absolute pleasure helping yourself and John with your financial planning.First impression
by a VouchedFor user
2 years ago
Overall
Please provide a brief comment about your experience with David
Very friendly guy, easy to talk to and makes you feel comfortable
David:
Many thanks Audra, it was an absolute pleasure advising you on your retirement goals. I hope you and your family have a very merry Christmas and a healthy and prosperous 2023. Good luck with your job situation.Review
by a verified client in Manchester
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retiring early so needed to sort our finances out
How has David Parkinson helped you?
By talking to use in layman’s terms not trying to confuse use
Have you seen the outcome you were hoping for?
We don’t need our resources yet so don’t know
What could they have done better?
I don’t think they could have done anything better
David:
Many thanks John for your review. It was an absolute pleasure helping you with your retirement planning. Enjoy your sunny Christmas in Spain.Review
by a verified client in Manchester
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moving house and retiring.
How has David Parkinson helped you?
Answered all our questions and explained everything to us that we asked. David left no Stone unturned, friendly and extremely professional.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
David:
Thank you Julie for taking time out to complete this review. it is always a pleasure helping you with your financial needs. I hope you are enjoying your retirement and you have booked your next holiday in the sunshine.Review
by a verified client in London
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Re mortgage of a flat
How has David Parkinson helped you?
Provided valuable insight and advice
Have you seen the outcome you were hoping for?
Yes
David:
Many thanks Tanya, It has been absolute pleasure helping you secure the finances you raised on your flat in London. Good luck with your house move. Kind Regards DaveReview
by a verified client in Lancashire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to renew my mortgage and general overhaul of my finances and pensions
How has David Parkinson helped you?
David has been outstanding in his help. He has explained everything thoroughly and his advice has been unbelievably good. David and his team have gone above the call of duty in their help and advice for me and my family I literally couldn’t recommend them more. KBA and David came recommended from a very good friend of mine and I am extremely grateful to him. I would now never use anyone for financial advice other than David.
Have you seen the outcome you were hoping for?
Absolutely David and his team at KBA worked tirelessly to get me the best mortgage, insurances and re organise my pensions.
What could they have done better?
Absolutely nothing. If they say they will do something it’s a guarantee they will do it. You can’t put a price on their professionalism and their fees are very fair.
David:
Thank you Martyn, it has been an absolute please helping both you and Claire with your mortgage needs which after a long and sometimes perilous journey resulted in you being able to purchase what I suspect will be your forever home. Thank you Martyn for entrusting me with your retirement planning too. Thank you also for your kind referrals.Review
by a verified client in Cheshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
mortgage
How has David Parkinson helped you?
arranged mortgage efficiently
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nil
David:
Many Thanks Jonathan. It has been a pleasure helping you to achieve your purchase.Review
by a verified client in Lancashire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed a mortgage to buy my first home
How has David Parkinson helped you?
Talked me through mortgage options and explained differences
Have you seen the outcome you were hoping for?
Yes
David:
Thank you Amy. Congratulations on moving into your new home. I hope you have many happy years there. DaveReview
by a verified client in North Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking to move house so wanted advice on mortgages and life insurance
How has David Parkinson helped you?
Dave was able to help us understand our options and secure us a really fantastic mortgage deal
Have you seen the outcome you were hoping for?
Absolutely! Dave's advice has been superb
David:
Hi Niki. thank you for your kind words. It has been an absolute pleasure helping you and Ant make this move. I hope you have many happy years in your new home.Review
by a verified client in Lancashire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Seeking the best deal
How has David Parkinson helped you?
I achieved a good deal. Dave communicated well with me.
Have you seen the outcome you were hoping for?
Yes, full funds, good rate
David:
Hi Ian, many thanks for your kind review. It is always a pleasure helping you with your mortgage needs.Review
by a verified client in Manchester
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have worked with David for a number of years whilst we built a property portfolio. Highly recomend the service and David has always achevied our goals.
How has David Parkinson helped you?
David has helped us build our property portfolio.
Have you seen the outcome you were hoping for?
We have seen a brilliant outcome everytime we have made a house purchase and also received great personal insurace advice to give us pease of mind.
What could they have done better?
Dont think David could have done better, he has always achevied everything we have asked of him.
David:
Thank you Paul and Janet, over the years I have known you and your family it has been an absolute pleasure to help you build your property folio as well as looking after the mortgage and protection needs of your other family members. Good luck with your house move this year and here's to many more years of us working together. DaveReview
by a verified client in Lancashire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have used David's company for 2 house moves
How has David Parkinson helped you?
He helped us find the best deals and Jane kept us up to date with any updates
Have you seen the outcome you were hoping for?
Yes, both times we received great advice and the best deals on mortgages
What could they have done better?
I think they did everything they needed to
David:
Many thanks Leanne, it's always a pleasure helping you and Andrew and I hope you and the family have many happy years in your new home.Review
by a verified client in Lancashire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to remortgage a property.
How has David Parkinson helped you?
He has sourced a great mortgage deal and guided me through the application process from start to finish.
Have you seen the outcome you were hoping for?
Yes, everything went perfect.
What could they have done better?
Nothing
David:
Thanks Paul. It was a pleasure.Review
by a verified client in Manchester
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Re-mortgage
How has David Parkinson helped you?
David was very helpful throughout the whole process.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/a
David:
Many thanks Sue, it was a pleasure. We got there in the end regardless of the poor performance of the conveyancer which I might add, I recommended for you to use. Needless to say after this experience we won't be using them again.Review
by a verified client in Lancashire
3 years ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
Re mortgage and transfer of equity
How has David Parkinson helped you?
He was very patient with me. He explained everything very clearly and gave me all my options. David and the team were in touch throughout the process and always happy to help. Thank you so much for making the process so stress free ?
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
David:
Thank you Gill. It was a pleasure working with you and very satisfying to get you to the outcome you needed. DaveReview
by a verified client in Lancashire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My existing Mortgage was coming to the end of its term and I needed advice regarding this.
How has David Parkinson helped you?
I had tried to extend the term with my existing lenders but they were unable to help or even understand what I wanted to do. It was quite complicated as it involved 2 properties but within our initial phone call David knew exactly what to do And understood the situation immediately.It was so refreshing to speak to someone so professional and helpful.
Have you seen the outcome you were hoping for?
Yes, I’m very happy with the outcome thanks
What could they have done better?
Nothing he was a great help.
David:
Many thanks for your review Janet. It was a pleasure to help you get to where you needed to be with your two properties and mortgages.Review
by a verified client in Manchester
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Re mortgage our house
How has David Parkinson helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, he made the whole process very easy to understand. Completely stress free
David:
Thank you for your kind Review Jessica. It always helps when clients are as on the ball as you were in making sure all requested documents are provided in a timely manner and for that you get a 10/10. Good luck with the extension.Review
by a verified client in Cheshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to remortgage.
How has David Parkinson helped you?
He secured a mortgage offer that more than suits my requirements.
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
Nothing
Review
by a verified client in Cheshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to review my mortgage.
How has David Parkinson helped you?
He has secured me a mortgage that suits all my requirements. He has kept me in touch and upto speed every step of the way in a professional and personal friendly manner.
Have you seen the outcome you were hoping for?
Most definitely, really pleased with my new product.
What could they have done better?
Absolutely nothing.
David:
Thank Dave and Vicky, it has been an absolute pleasure helping you get the right mortgage. I intend to provide you with the same level of satisfaction with your pensions.Review
by a verified client in Manchester
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advise on what was the best route to take and David came very highly recommended
How has David Parkinson helped you?
He has helped from the first minute to the last with his calmness and honesty especially when i was getting worried about things
Have you seen the outcome you were hoping for?
Yes 100%
What could they have done better?
nothing
David:
Hi Ross, it has been a pleasure helping you and Loretta get where you wanted to be with your mortgage and your home improvement plans. Between us we put together a plan and you followed my advice and made our plan happen. Thank you for your review.Review
by a verified client in Lancashire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buy to let properties and purchase for our own home. Dave also sourced life insurance for the property we own.
How has David Parkinson helped you?
Dave found us the right mortgage that suited our needs.
Have you seen the outcome you were hoping for?
Yes without a doubt.
What could they have done better?
Dave is very thorough, we can't suggest anything that could be done any better than he has done. We are always grateful and we recommend Dave to a lot of people.
David:
Many thanks for your review Alisa. It has been and will continue to be a pleasure helping you and Mark with your mortgage requirement and I am very grateful for your kind recommendations.Review
by a verified client in Manchester
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To look for support in purchasing our first house. We wanted some advice financially and also assistance to make the process easier, save on time and to make sure we made the right decision in finding the best mortgage offer for us.
How has David Parkinson helped you?
David helped by making the process as easy as possible. He was always contactable, he explained all the process' and options in the amount of detail that was required by us. We were shown multiple options and David's experience and advice helped simplify some of the more complicated aspects of the process and gave us confidence that we were choosing the correct mortgage and how we could benefit the most from it meaning we got the right mortgage for us.
Have you seen the outcome you were hoping for?
Yes, definitely. The customer service from David was superb. We always felt comfortable whether contacting via phone or e-mail along with speaking to David's assistant if he was on annual leave etc. We're happy with our final decision and even when obstacles arose David was quick to rectify and find solutions allowing us to be able to complete our mortgage applications in a more than timely manner meaning we could find a house in a really quick timescale.
What could they have done better?
We've really struggled to find some constructive criticism for David and his team, we were more than happy with our experience.
David:
Thank you James and Sally. It's been a pleasure and it's not over yet. Onwards and upwards.Review
by a verified client in Manchester
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
First time buyer, subsequent re-mortgage
How has David Parkinson helped you?
Intially went with Dave for my first mortgage 15 years ago. Dave provided advice throughout this time and then when I purchased my next home I did approach other advisors but I found Dave provided me with a better overall picture and bring a client he tailored the advice to suit me and my current circumstances.
Have you seen the outcome you were hoping for?
Yes, I obtained q good mortgage and I'm just waiting for the house purchase to go through
What could they have done better?
Honestly no, Dave has always been responsive and provided sound advice
David:
Thanks Rachel, your review and comments are very much appreciated. Not long to go now DaveReview
by a verified client in Lancashire
3 years ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
I wanted professional help
How has David Parkinson helped you?
He helps by giving sound advice and taking away the stress of doing everything myself
Have you seen the outcome you were hoping for?
Yes. It’s good because i trust him
What could they have done better?
Nothing I don’t think
David:
Thank you Matthew. Your review and kind comments are very much appreciated. DaveReview
by a verified client in Lancashire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As most people these days we have a very busy life. We needed an advisor with integrity and experience.
How has David Parkinson helped you?
Mortgage advise and setting up the right deal for our circumstances. Pension advise ongoing.
Have you seen the outcome you were hoping for?
So far so good and David is always very astute and helpful when the need be.
What could they have done better?
Nothing.
David:
Thanks Neil. Your review and kind comments are very much appreciated. DaveReview
by a verified client in Cheshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Changing mortgage
How has David Parkinson helped you?
David provided us with the best options available on the market that suited our budget and was always on hand to help if we had any queries
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing. He just got on with everything and let’s us know what he needed.
David:
Thank you Tom. Your review and kind comments are very much appreciated. It was a pleasure. DaveReview
by a verified client in Manchester
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Purchasing a property as a first time buyer
How has David Parkinson helped you?
I approached Dave to help me find a mortgage and provide advice on buying my first home. Having helped a family member previously he came highly recommended and did not disappoint. He has also helped to educate me in areas I had no idea of and provided the best advice to protect both my mortgage and my income.
Have you seen the outcome you were hoping for?
I believe I have got the best outcome possible and the reason for this is Dave. I cannot thank him enough for providing a service with my best interests at heart. At all stages of the process I was kept informed and was never left waiting for a 'response' or an 'update'. Both Dave and Jane were extremely helpful during my journey and I look forward to using their services for many years to come.
What could they have done better?
Absolutely nothing. The process was seamless.
David:
Thank you Ashleigh. Your review and kind comments are very much appreciated. It was a pleasure. Good luck to you and Kevin in your new home. DaveReview
by a verified client in Manchester
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To help me with my Mortgage
How has David Parkinson helped you?
He helped me with a great deal on my mortgage, he helped me with all my enquires and also helped me find the best life insurance.
Have you seen the outcome you were hoping for?
Yes! David and his team were great. They helped me with every enquiry. I am a first time buyer and they made the whole process stress free! They explained everything and helped me make the best decisions.
What could they have done better?
In my opinion, they did an amazing job. I don't feel like there was anything missing from their service.
David:
Thank you Ashleigh. Your review and kind comments are very much appreciated. It was a pleasure. DaveReview
by a verified client in Lancashire
4 years ago