Daniel John's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 15 )
Pensions ( 36 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 18 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 4 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 2 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 3 )
£100k - £200k ( 7 )
£50k - 100k ( 1 )
Up to £50k ( 7 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Essex
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to change current investments
How has Daniel John Jeffreys helped you?
Found a much better investment
Have you seen the outcome you were hoping for?
It’s on track
What could they have done better?
Nothing
Review
by a verified client in Essex
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension consolidation
How has Daniel John Jeffreys helped you?
Daniel has helped me to consolidate lots of pensions into 1 pot and a o line platform
Have you seen the outcome you were hoping for?
Yes. Much easier to manage 1 pot than lots of little ones
What could they have done better?
Nothing really I got the advice I expected in a timely manor
Review
by a verified client in Essex
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to make the best use of my pensions now that I am retired.
How has Daniel John Jeffreys helped you?
He has given me a wide range of advice and recommendations, based on diligent research and his expert judgement.
Have you seen the outcome you were hoping for?
I've only just started to drawdown my pension but I have already seen the benefit in sayings on commissions and expenses.
What could they have done better?
Nothing
First impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Daniel John
I found Daniel amenable and willing to take plenty of time to explain things. He took more information from me than I would have expected for an initial meeting. He came up with some initial suggestions and food for thought, and has gone away to process further with a view to getting to a point where more specific advice would be given.
First impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Daniel John
I have just been meeting with Daniel for a few months now to organise my pension. My pension administrators were not very forthcoming with details, and always seemed to delay the information that we required. Daniel has shown great patience with them, and we have just finally got all the information we need to proceed with my investments. Daniel is very detailed on the information he provides, and goes through everything you need to understand what he plans out. He is very easy to talk to and has a friendly manner. Would totally recommend his services.