Danielle's reviews

Reviewed for

Insurance and Protection ( 10 )

Mortgages ( 10 )

Pensions ( 26 )

Retirement income (annuities, drawdown) ( 7 )

Investments and Savings ( 17 )

Pension Transfers - Non Specialist ( 8 )

Inheritance Planning ( 2 )

Pension Transfers - Specialist ( 5 )

Financial Planning ( 28 )

Financial Mentoring ( 5 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 6 )

£100k - £200k ( 4 )

£50k - 100k ( 4 )

Up to £50k ( 11 )

Review

by a verified client in Flintshire

15 days ago

Overall

Advice

Service

Value

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

I am an existing client of Enriched. We use them for advise on Mortgage renewals, Pensions and Life assurance.

How has Danielle Evans helped you?

Aside from advising the best mortgage options at the time of renewal, Danielle helped my wife and I collate numerous workplace pensions into single manageable pots.

Have you seen the outcome you were hoping for?

We are seeing signs of completion on the planned policy, yes.

What could they have done better?

It could have perhaps been handled more quickly, however, there was a lot of fact finding to be done, and we are probably at fault for not responding with required signatures as quickly as we could have.

Review

by a verified client in Flintshire

17 days ago

Overall

Advice

Service

Value

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

My pensions

How has Danielle Evans helped you?

On anything I’ve asked

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in London

2 months ago

Overall

Advice

Service

Value

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

I was buying a property and wanted someone to help me understand my mortgage options and find the best deal for me. I also wanted someone who could guide me through the process and make everything a bit easier to understand

How has Danielle Evans helped you?

Danielle has been really helpful throughout the whole process, explaining everything clearly and making it all feel a lot less stressful. She was always there to answer my questions and helped me secure a mortgage that worked for me.

Have you seen the outcome you were hoping for?

Yes, definitely. I managed to secure the mortgage I needed for the property I wanted

Review

by a verified client in Flintshire

2 months ago

Overall

Advice

Service

Value

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

Moving house

How has Danielle Evans helped you?

Advised on mortgage packages on current property and currently assisting with my next house move including insurance packages. Receiving additional support from Lindsey too on both house moves.

Have you seen the outcome you were hoping for?

Yes

Review

by a verified client in Oxfordshire

3 months ago

Overall

Advice

Service

Value

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

Danielle came recommended and has helped me find a mortgage for the second time.

How has Danielle Evans helped you?

Found me the best deals that suit my needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, all good