David's reviews
Reviewed for
Insurance and Protection ( 15 )
Mortgages ( 3 )
Pensions ( 18 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 31 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 9 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 4 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 4 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
Review
by a verified client in Antrim
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Uncertain investment products
How has David Craig helped you?
Explained various investments in terms we could understand
Have you seen the outcome you were hoping for?
Yes, so far
What could they have done better?
Everything was done to our satisfaction
Review
by a verified client in Antrim
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Ran my own business and needed pension advice
How has David Craig helped you?
Annually reviews my needs and requirements
Have you seen the outcome you were hoping for?
Unfortunately with the issues of the last 3 years growth has been slower than expected but nothing to do with David
Review
by a verified client in Antrim
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Early retirement and investments advice.
How has David Craig helped you?
David is professional, extremely helpful and very trustworthy. He provides very relevant guidance and advice.
Have you seen the outcome you were hoping for?
Some benefit , however the world economy changes have unfortunately influenced returns of some investments. But hopefully will improve again. An uncertain time for the economy.
What could they have done better?
Nothing I can think off at present, as David always provides the best possible service to his clients.
Review
by a verified client in Down
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Periodic review of pension and investments.
How has David Craig helped you?
David has helped me understand the performance of my pension fund and investments. He takes time to appreciate my personal circumstances and offers very good tailored advice.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I have nothing to suggest by way of improvement. I'm very satisfied with David's professionalism.
Repeat review
by a verified client in Down
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Craig helped you since your last review?
He continues to keep me updated on the investments and new pension plan.