David's reviews
Reviewed for
Pensions ( 18 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 28 )
Investments and Savings ( 82 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 64 )
Long Term Care ( 14 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 58 )
Financial Mentoring ( 19 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 31 )
£200k - £500k ( 14 )
£100k - £200k ( 7 )
£50k - 100k ( 3 )
Repeat review
by a verified client in East Sussex
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Cole helped you since your last review?
David as always gives me clear and excellent advise
Repeat review
by a verified client in East Sussex
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Cole helped you since your last review?
I have not had the occasion to need to meet with David these past months, having been able to complete any necessary contact and advice via one of his colleagues, who has been first class. Having said that I know that David (as the Senior Partner) is always very approachable and will be there for me when needed. Having known him now for a very long time, I regard him as a friend who runs a very good ship.
Repeat review
by a verified client in East Sussex
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Cole helped you since your last review?
Excellent advice above maximising the return from our savings.
Repeat review
by a verified client in East Sussex
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Cole helped you since your last review?
I have seen/talked to David only briefly in the past year because I am now primarily a client of his colleague Charlotte Rush.
Repeat review
by a verified client in Kent
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Cole helped you since your last review?
I retired