

Dominic's reviews
Reviewed for
Insurance and Protection ( 12 )
Mortgages ( 1 )
Pensions ( 44 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 32 )
Investments and Savings ( 57 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 14 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 13 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 10 )
£100k - £200k ( 9 )
Up to £50k ( 4 )
( 1 )
£50k - 100k ( 5 )
Review
by a verified client in Leicestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investing money for pension
How has Dominic Fallon helped you?
Fantastic makes it easy to understand
Have you seen the outcome you were hoping for?
Yes very pleased
What could they have done better?
Nothing
Review
by a verified client in Nottinghamshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Protecting hard earned monies
How has Dominic Fallon helped you?
Gave good advice and produced solutions for wealth management
Have you seen the outcome you were hoping for?
Slowly but surely
What could they have done better?
Nothing really. Very satisfied
Review
by a verified client in Derbyshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We already had a portfolio with a large banking chain but were interested in other options and a more tailored service and advice
How has Dominic Fallon helped you?
Friendly, very knowledgeable and easy to get a long with and inspiring confidence to change to a more bespoke service.
Have you seen the outcome you were hoping for?
Regular updates and reviews are at this stage suggesting the outcomes will be what we are hoping for however as with all investments, much depends on the global economy for their performance
What could they have done better?
All seems good, no perceived issues or concerns currently
Review
by a verified client in South Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following retirement we had funds which we wanted to invest.
How has Dominic Fallon helped you?
Dominic has helped us with risk assessment and fund management.
Have you seen the outcome you were hoping for?
At times , yes.
What could they have done better?
Nothing I can think of.
Review
by a verified client in South Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am not experienced in financial investment
How has Dominic Fallon helped you?
He has helped to organise my investments.
Have you seen the outcome you were hoping for?
-ish