Bruce's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 5 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 8 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 6 )
Long Term Care ( 1 )
Financial Planning ( 10 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 3 )
Up to £50k ( 1 )
Review
by a verified client in Bristol
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband and I needed general advice on how best to save deal with our finances.
How has Bruce Davies helped you?
He has been very clear in his explanations of things I haven’t understood. He has acted quickly on things that need doing, and made contact with me by email or phone when necessary, and at the time we have arranged.
Have you seen the outcome you were hoping for?
As I have not had Bruce Davies as my financial adviser for very long I will have to see how changes made will pan out!
What could they have done better?
Nothing
Review
by a verified client in Monmouthshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I need to improve my understanding of my financial situation.
How has Bruce Davies helped you?
Bruce has helped me understand the best ways to manage my money and plan ahead for the future.
Have you seen the outcome you were hoping for?
Yes I have.
What could they have done better?
Nothing.
Bruce:
We very much appreciate your positive feedback and are delighted to know you’re happy with our service—thank you!Review
by a verified client in London
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been with his firm for many years
How has Bruce Davies helped you?
Management of my investment portfolio and advice pertaining to this
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Better biscuits for meetings
Bruce:
Thank you very much for your support and feedback. We're delighted to hear you had a positive experience with us!Review
by a verified client in London
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I use a Financial Advisory and Investment Firm to handle my pension and advise on Inheritance tax
How has Bruce Davies helped you?
Bruce has provided excellent advice - most specifically in helping me match my income to expenses and plan for the long term. In addition he has given me very good qualitative counselling on moving to a Life Mortgage and conserving savings. Estate planning is also under review. Bruce is an empathetic and helpful advisor, helping me to see the future through.
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Perhaps ask me more questions about anything that is bothering me or causing concern.
Bruce:
Many thanks for your review and helpful feedback. It's a pleasure to work with you and we look forward to continuing to support you in meeting your financial goals.Review
by a verified client in London
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommended by a family member
How has Bruce Davies helped you?
He has helped me to plan for the future with the finances I have
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Bruce:
Thank you for your positive feedback! I'm very pleased to know that you are satisfied with our services, and I look forward to continuing to support your financial journey.