Daniel's reviews
Reviewed for
Insurance and Protection ( 16 )
Mortgages ( 31 )
Pensions ( 10 )
Retirement income (annuities, drawdown) ( 3 )
Investments and Savings ( 4 )
Pension Transfers - Non Specialist ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 5 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 4 )
£100k - £200k ( 4 )
Up to £50k ( 12 )
£50k - 100k ( 1 )
Review
by a verified client in West Midlands
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidation of Pensions and setting a plan for retirement
How has Daniel Sperber helped you?
Advice support & and owned the process from start to finish
Have you seen the outcome you were hoping for?
so far so good, time will tell
What could they have done better?
have no view on this, everything seems to be efficient and responsive
Daniel:
Thank you for entrusting your family's retirement planning to me. Having completed the initial advice and now starting to build on other areas of financial planning, we're making great progress. DanielReview
by a verified client in West Midlands
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Special circumstances
How has Daniel Sperber helped you?
Helpful and knowledgeable, considerate to requirements and circumstances . Easy to reach and talk to.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Daniel:
Thank you for your kind comments and always a pleasure helping you and your family. I appreciate your repeat business. DanielReview
by a verified client in Staffordshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Remortgaging - moving from an interest only to a repayment
How has Daniel Sperber helped you?
Daniel made the process simple for us; keeping us informed at every step and always explaining things clearly and concisely.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
N/A
Daniel:
Out of the many people I have been working with over the past few months, I was particularly keen to see your remortgage complete due to the circumstances. I'm confident that you are now in a much better position. Well done for keeping the faith and seeing it through to completion - it's been a pleasure working with you.Review
by a verified client in Derbyshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Because of our needs to get a mortgage, we were advise to contact Daniel.
How has Daniel Sperber helped you?
Daniel has been absolutely amazing in allowing us to be able to get what we wanted.
Have you seen the outcome you were hoping for?
Oh yes
What could they have done better?
Nothing, Can't thank Daniel enough
Daniel:
Thank you so much for leaving me such a glowing review. Whilst we're still working away to get things across the line, I'm confident good progress is being made. It's always a pleasure working with you. DanielReview
by a verified client in Derbyshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgage advice
How has Daniel Sperber helped you?
With everything he’s amazing
Have you seen the outcome you were hoping for?
Yes and more
What could they have done better?
Nothing
Daniel:
Amazing to have helped you with your first purchase. It was a pleasure to have seen it thorugh to completion depspite the various challenges along the way!