David's reviews
Reviewed for
Insurance and Protection ( 42 )
Mortgages ( 40 )
Pensions ( 54 )
Retirement income (annuities, drawdown) ( 17 )
Auto Enrolment ( 2 )
Investments and Savings ( 38 )
Pension Transfers - Non Specialist ( 23 )
Inheritance Planning ( 9 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 23 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 7 )
£100k - £200k ( 4 )
£50k - 100k ( 9 )
Up to £50k ( 22 )
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 West Yorkshire
20 days 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
21 days 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?
Yes , we had our annual meeting and found it extremely helpful.
David:
Thank you for your kind words - a pleasure working with youRepeat review
by a verified client in East Riding
a month 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?
He has helped transferring one of my pensions. Advised on mortgages.
Review
by a verified client in South Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife and I were looking at changing our mortgage, we used david in the past and were very happy with the service we received.
How has David Yeardley helped you?
David has helped us navigate the market to make sure we got the best deal possible for our situation. And once again he hasn't disappointed.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in West Midlands
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were first time buyers looking for help with Mortgages
How has David Yeardley helped you?
David found the best mortgage rates for us and explained everything really clearly for us, which was a great help for a first time buyer with little understanding of how these things work! His friendly and approachable demeanor made us feel at ease and that no question or query was too small.
Have you seen the outcome you were hoping for?
We did get the outcome we were hoping for and got our first house thanks to David's help! He then proceeded to help us find the right life insurance, which again, we wouldn't have known where to start with!
What could they have done better?
N/A