Daniel's reviews
Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 10 )
Pensions ( 17 )
Retirement income (annuities, drawdown) ( 6 )
Auto Enrolment ( 2 )
Investments and Savings ( 11 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 5 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 4 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 1 )
£100k - £200k ( 1 )
£50k - 100k ( 2 )
Up to £50k ( 7 )
Review
by a verified client in Kent
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement Planning and Changing Pension Provider
How has Daniel Lamba helped you?
He discussed in depth my options, sourced the best pension for my needs and administered the movement of funds effortlessly. I was kept well informed all through the process with regular updates. . I am extremely pleased with the service I received and would have no hesitation recommending Daniel.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I dont think Daniel could have done anything better, If I need any further financial advice I will be contacting Daniel.
Review
by a verified client in Hampshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to understand where my old pensions were as I was reaching 65.
How has Daniel Lamba helped you?
Dan traced and located my old/lost pensions plans and provided good sound advice.
Have you seen the outcome you were hoping for?
Yes. And more.
What could they have done better?
Dan talked us through the pros/cons of my previous lost & new pension plans in a way that I could understand, so that I could sit back and look forward to my retirement.
Review
by a verified client in Kent
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Increase in income and getting a mortgage - income and life protection needed.
How has Daniel Lamba helped you?
Dan explained everything we need to consider going forward and have us multiple options after getting to know us and our circumstances. His tailored advice was excellent. Dan went above and beyond what is expected in order to achieve what we required.
Have you seen the outcome you were hoping for?
Yes, now have a mortgage with appropriate life and income protection.
Review
by a verified client in Northamptonshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement
How has Daniel Lamba helped you?
Dan is giving us advice on maximising our current pension investments to help achieve retirement goals
Have you seen the outcome you were hoping for?
So far yes, although the process is not yet completed
What could they have done better?
We have only been able to meet in person once due to Covid19 restrictions; however Dan has made himself available for Skype calls and is responsive to emails etc.
Review
by a verified client in Hampshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed to sort out our pensions
How has Daniel Lamba helped you?
He talked us through everything, very patiently, making sure we understood it all. Then put it all in place for us . Will definitely be recommending him!
Have you seen the outcome you were hoping for?
Hope too next year!
What could they have done better?
Happy with everything