David's reviews
Reviewed for
Insurance and Protection ( 8 )
Pensions ( 30 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 116 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 10 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 28 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 12 )
£100k - £200k ( 17 )
£50k - 100k ( 16 )
Up to £50k ( 10 )
Review
by a verified client in Cumbria
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and inheritance
How has David Binder helped you?
Advice and management of a stocks and shares isa and a prudential bond.
Have you seen the outcome you were hoping for?
not quite
What could they have done better?
Predicted Trump lol
Review
by a verified client in Cumbria
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Money to invest into an ISA
How has David Binder helped you?
Asking the right question to understand risk
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Cumbria
a month ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Receiving an inheritance and wanting advice on sound investments.
How has David Binder helped you?
David helped and advised me on my investments and ensured that I had a good understanding of the products.
Have you seen the outcome you were hoping for?
I have been satisfied that I have invested my inheritance wisely.
What could they have done better?
I was happy with the whole experience.
Review
by a verified client in Dorset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed help for managing some money that needed investing
How has David Binder helped you?
He is knowledgeable,friendly and above all patienits
Have you seen the outcome you were hoping for?
Thanks to Mr Trump the market is very volatile. I'm not sure his approach to the world could have been predicted. Thevoutcomevis fair
What could they have done better?
Not sure anyhing better could be done
Review
by a verified client in Cumbria
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted some advice on how best to invest my savings.
How has David Binder helped you?
Advised me correctly and took all my details about income and what were the best ways for me personally to invest.
Have you seen the outcome you were hoping for?
Absolutely l.
What could they have done better?
All advice was correct.