David's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 2 )
Pensions ( 27 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 9 )
Investments and Savings ( 34 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 2 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 13 )
£100k - £200k ( 12 )
Up to £50k ( 9 )
£50k - 100k ( 6 )
First impression
by a VouchedFor user
6 years ago
Overall
Please provide a brief comment about your experience with David
Made my options clearer and helped me decide what to do with my pension.
First impression
by a VouchedFor user
6 years ago
Overall
Please provide a brief comment about your experience with David
Although an experienced IFA, I decided to go with a different choice.
First impression
by a VouchedFor user
7 years ago
Overall
Please provide a brief comment about your experience with David
Happy with first meeting
Review
by a verified client in Cumbria
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to understand my pension provision as I intend to spend a portion of the year abroad.
How has David Finan helped you?
Provided sound advice on what to do to remain in the UK tax system.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
No
Review
by a verified client in Cumbria
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am Treasurer for Watchtree Nature Reserve Limited nr Carlisle and it was decided that we needed to invest to get a better return on our funs. David was highly recommended.
How has David Finan helped you?
He advised us, after understanding our position, on the best investments for relatively low risk but with a reasonable income.
Have you seen the outcome you were hoping for?
Very much so.
What could they have done better?
At this time I can't think of anything