David's reviews
Reviewed for
Insurance and Protection ( 17 )
Mortgages ( 28 )
Pensions ( 3 )
Retirement income (annuities, drawdown) ( 2 )
Investments and Savings ( 3 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 5 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 2 )
£100k - £200k ( 1 )
£50k - 100k ( 3 )
Up to £50k ( 9 )
Review
by a verified client in Caerphilly
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Remortgaging our home
How has David Reid helped you?
David helped by listening to what we were looking for, and then proposed a couple of options that best fit our criteria
Have you seen the outcome you were hoping for?
David found the most sensible/pragmatic deal for our remortgage, based on the criteria we gave him
David:
Thanks Matt!Review
by a verified client in Caerphilly
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Re-mortgaging my self build house.
How has David Reid helped you?
David has been extremely helpful in providing excellent advice throughout and one of things I look for is excellent communication. David always responds in a timely manner and is always on hand if any additional questions/information is required.
Have you seen the outcome you were hoping for?
Yes - a new cheaper mortgage and better health protection.
What could they have done better?
Nothing - I would definitely recommend David and will go back for future support.
David:
Thanks Gareth!Review
by a verified client in Rhondda Cynon Taff
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Current mortgage deal was ending
How has David Reid helped you?
David was great, he went through everything with me, kept me up to date on what was going on and even when I had some issues with the completion, David went over and above to get the issue resolved.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
David:
Thanks Jenna!Review
by a verified client in Caerphilly
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgage renewal
How has David Reid helped you?
clear expert advice for our personal circumstances
Have you seen the outcome you were hoping for?
renewal of a mortgage complete, still considering other options
What could they have done better?
only issue was when the process passes on to lawyers and the new mortgage lender. Then David stepped in and raised a complaint
David:
Thank you David!Review
by a verified client in Rhondda Cynon Taff
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying a house
How has David Reid helped you?
David has been fantastic, really helpful and done a brilliant job! I’m really glad I chose to go with David and if I ever buy another house I will always go back with him, if I ever hear anyone who needs a mortgage advisor I will always tell them to go with David
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing everything was spot on
David:
Thanks Jay!