David's reviews
Reviewed for
Insurance and Protection ( 43 )
Mortgages ( 42 )
Pensions ( 56 )
Retirement income (annuities, drawdown) ( 17 )
Auto Enrolment ( 2 )
Investments and Savings ( 39 )
Pension Transfers - Non Specialist ( 24 )
Inheritance Planning ( 9 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 23 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 7 )
£100k - £200k ( 4 )
£50k - 100k ( 9 )
Up to £50k ( 23 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Repeat review
by a verified client in Lancashire
6 days ago
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Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Yeardley helped you since your last review?
David has helped me with my house mortgage deal and advised me to take out a longer 5 year deal due expecting interest rates to rise. This saved me thousands due to the interest rates rising. He has also advised me on consolidating my pensions and again this has payed off massively and gained a good amount of interest. I have recommended david to friends and family all of whom he has advised and helped out hugely. Couldn't recommend him enough.
David:
Thank you for your kind words Sir :)Repeat review
by a verified client in South Yorkshire
a month ago
Overall
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Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Yeardley helped you since your last review?
Explained the turbulence in the markets and how my investments were changed to help mitigate this turbulence. Since then, I have seen a return to growth with my plan
Review
by a verified client in West Yorkshire
2 months ago
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Value
What were the circumstances that caused you to initially look for an adviser?
Busy family life
How has David Yeardley helped you?
David has taken on board our personal circumstances and tailored his mortgage advice accordingly.
Have you seen the outcome you were hoping for?
Yes David acted on the information we gave him and researched products available to us.
Repeat review
by a verified client in West Yorkshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Yeardley helped you since your last review?
Advice on pension investment from company and consolidation of existing pensions, advice on claim against previous advisor's lack of personal contact and review
Repeat review
by a verified client in Yorkshire
3 months ago
Overall
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Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Yeardley helped you since your last review?
Yes , we had our annual meeting and found it extremely helpful.
David:
Thank you for your kind words - a pleasure working with you