Daniel Mayman

Review from verified client

March, 2023

What were the circumstances that caused you to initially look for an adviser?

I initially applied for Equity Release on the property I was living in, a flat which was leasehold. It proved difficult to obtain Equity Release on this property as it was leasehold. I then decided to move to a Freehold Property, to help me to move to the property I wished to move to, Dan helped me to apply for Equity Release loan on this property. My money had run low between receiving a private pension and awaiting my state pension. The flat I lived in had Service Charges which kept rising. I was in a difficult place financially and therefore Dan's help with me applying and receiving Equity Release has been of Fantastic Benefit!! I cannot Thank him enough for all of his help with being able to move and receiving Equity Release monies to help until I receive my state pension.

How has Daniel Mayman helped you?

I have found Dan to be of Excellent Help when I wished to apply for Equity Release in the last year. Dan was Excellent in getting back to me if I had any queries when applying for Equity Release. He guided me through the Equity Release process with Great Expertise. Dan always gave me Very Good Advice. I was successful in being able to move to a property more suited to my needs and with an Equity Release loan.

Have you seen the outcome you were hoping for?

I feel I have definitely had the outcome I was hoping for. Moving to a property which suited my needs and a disabled family member who visits me. I have also had some monies left over from the Equity Release loan to improve the property and to help until I receive my state pension. My move took some time and Dan always advised me about deadlines coming up regarding my loan so I could go back to my solicitors to try to move things along.

What could they have done better?

I feel Dan's help has been Excellent, I cannot see what could have been done any better.

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

Retirement planning

How has Daniel Mayman helped you?

Good advice on pension planning around the drawn down options now available

Have you seen the outcome you were hoping for?

in the main yes however covid has disrupted normal growth trends

What could they have done better?

Perhaps more regular updates during the covid period when markets were reacting

Review from verified client

September, 2021

What were the circumstances that caused you to initially look for an adviser?

My aim was to buy my brother out and release equity in my current property so I could invest in another property.

How has Daniel Mayman helped you?

As I am doing this for the first time, Dan took the time to explain how I could go about this and provide all the detail I needed. Dan was extremely informative and always available to answer any questions I had.

Have you seen the outcome you were hoping for?

I am awaiting completion so far everything has gone to plan. I would recommend Dan's services to anyone that has any Mortgage related plans/issues.

What could they have done better?

n/a

Review from verified client

September, 2021

What were the circumstances that caused you to initially look for an adviser?

Retirement & inher

How has Daniel Mayman helped you?

He lifted the weight off my shoulders

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

September, 2021

What were the circumstances that caused you to initially look for an adviser?

needed advice on my pension plan

How has Daniel Mayman helped you?

very Good advice

Have you seen the outcome you were hoping for?

Yes

Review from verified client

June, 2021

What were the circumstances that caused you to initially look for an adviser?

Lack of my knowledge in financial dealings

How has Daniel Mayman helped you?

Daniel and his team are always on hand to help me with any financial question or query relating to saving / pensions etc.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I do not think I would have received better help, information , or advice from any other source.

Daniel's reply

It is always my pleasure Peter, thank you.

Review from verified client

June, 2021

What were the circumstances that caused you to initially look for an adviser?

I met Daniel initially through my work as a financial controller where he was advising the company on its pension scheme.

How has Daniel Mayman helped you?

Daniel said he would help me specifically going up to retirement as I had a mixed bag of pensions.

Have you seen the outcome you were hoping for?

Yes Dan consolidated my pensions and arranged all the appropriate transfers.

What could they have done better?

Nothing

Review from verified client

June, 2021

What were the circumstances that caused you to initially look for an adviser?

Wanted to transfer my employer final salary pot to a more flexible arrangement

How has Daniel Mayman helped you?

He advised on the pros and cons, arranged an independent suitability report and transferred the fund

Have you seen the outcome you were hoping for?

Yes very pleased with the outcome

What could they have done better?

Nothing as far as I am aware

Review from verified client

June, 2021

What were the circumstances that caused you to initially look for an adviser?

Impending retirement

How has Daniel Mayman helped you?

Daniel was very professional and was clear in explaining all the options that were available to me, together with any associated risks. Daniel took time to understand my particular circumstances and tailor made an investment approach to enable me to retire, confident that my financial future was being overseen and adjusted accordingly should the need arise.

Have you seen the outcome you were hoping for?

Yes confident retirement.

What could they have done better?

Nothing, I have trust and confidence that my portfolio is being well managed

Review from verified client

May, 2021

What were the circumstances that caused you to initially look for an adviser?

I was looking to retire early and needed some specialist guidance in order to maximise potential income from my pension fund that had been built up over almost 40 years.

How has Daniel Mayman helped you?

Listened to my requirements and then provided a number of options that would potentially meet my requirements having taken into account my personal risk appetite.

Have you seen the outcome you were hoping for?

Been retired a number of years now and I am very happy with the outcome so far. Dan is very pleasant to get on with, has given ongoing advice and provides regular financial reviews.

What could they have done better?

Not sure could have done anything better.

Review from verified client

May, 2021

What were the circumstances that caused you to initially look for an adviser?

To combine two pensions and get a better understanding of pensions and retirement

How has Daniel Mayman helped you?

Daniel explained, in terms I could understand, everything I needed to know to make an informed decision. He was always professional, understanding, caring and competent

Have you seen the outcome you were hoping for?

Definitely and especially during an awful worldwide pandemic

What could they have done better?

Nothing

Review from verified client

April, 2021

What were the circumstances that caused you to initially look for an adviser?

I was looking to retire early and wanted to know if my pension funds, jointly or severally, would allow me to do so.

How has Daniel Mayman helped you?

He correlated all the data from my current and deferred pension pots and showed that there were sufficient funds to do so. He gave me a number of options to consider, varying from drawdown only to all occupational.

Have you seen the outcome you were hoping for?

Yes. I was able to retire 18 months early.

What could they have done better?

I feel that I had a fully comprehensive service.

Review from verified client

March, 2021

What were the circumstances that caused you to initially look for an adviser?

I wanted to move some investment funds from a previous provider, to consolidate various money-purchase pension pots, and to have all my assets on one platform. Similar for other family members.

How has Daniel Mayman helped you?

Daniel understood exactly what was needed, made recommendations and organised the whole migration process very efficiently.

Have you seen the outcome you were hoping for?

Absolutely 100%

What could they have done better?

Can't think of anything.

Review from verified client

March, 2021

What were the circumstances that caused you to initially look for an adviser?

Early retirement

How has Daniel Mayman helped you?

Consolidated pensions, provided a good pension solution and carried out regular reviews

Have you seen the outcome you were hoping for?

Nobody could have foreseen what has happened over the past year. However, although the markets are down, I feel my investment has remained solid.

What could they have done better?

Without a crystal ball I don't think there is anything.

Review from verified client

March, 2021

What were the circumstances that caused you to initially look for an adviser?

Retirement and transferring pension from Company to personal

How has Daniel Mayman helped you?

Initial advice outlining pros and cons of transferring pension. Providing different illustrations on drawdown and amount required to ensure funds are sufficient for the length of retirement

Have you seen the outcome you were hoping for?

Outcome has been satisfactory considering the COVID affect on the market

What could they have done better?

Nothing I can think of at the moment

Review from verified client

March, 2021

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Daniel Mayman helped you?

Reviewed the level of risk I was prepared to take. Took into account marital and family status. Looked at various options regarding taking short term cash and longer term regular income. Suggested several options that provided the relevant cash and income whilst maintaining sustainability. Longer term investments were spread across multiple investment platforms to spread the risk. In order to get the best balance of return v risk Dan closely monitors performance and suggests changes as and when appropriate. We have regular meetings and Dan is always available to answer questions and provide advice.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2021

What were the circumstances that caused you to initially look for an adviser?

I was considering retirement and needed advice on my pensions

How has Daniel Mayman helped you?

He came to my house. He was very good, he explained things in laymen's terms and was very patient

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Not much, due to covid he hasn't been able to visit for my annual review but has held Zoom meetings

Review from verified client

March, 2021

What were the circumstances that caused you to initially look for an adviser?

I was taking early retirement and had a final salary company pension

How has Daniel Mayman helped you?

Dan helped me choose the right pension product best suited for my needs

Have you seen the outcome you were hoping for?

I am comfortable with how my product is allowing me to live a financially secure lifestyle.