Dale's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 6 )
Pensions ( 53 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 31 )
Investments and Savings ( 49 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 15 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 32 )
Financial Mentoring ( 9 )
Financial Coaching ( 6 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 8 )
£100k - £200k ( 9 )
Up to £50k ( 6 )
£50k - 100k ( 2 )
Review
by a verified client in Worcestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The death of my husband in 2011
How has Dale Gough helped you?
Dale listened carefullyto my background and circumstances and was able to guide me through the best plan to ensure my Financial Future. He was very kind and patient, sometimes needing to explain things several times.
Have you seen the outcome you were hoping for?
Given the world economic events of the last few years I am very satisfied with the outcome.
What could they have done better?
I am still struggling with online documents.
Dale:
Thank you for taking the time to leave a review and your thoughts Marilyn - a pleasure working with you for all these years - onward and upwards!Review
by a verified client in Worcestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Great to get continued advice and support from Dale as we move into retirement planning after the sale of my buisness
How has Dale Gough helped you?
Dale has advised me for a number of years and had helped both personally and professionally
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing. First class service
Dale:
Thank you for taking the time to leave your thoughts Mr L - Onward and upwardReview
by a verified client in Worcestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I initially contacted Dale as I needed to get fresh advice on pension planning as my current scheme was not performing as well as expected
How has Dale Gough helped you?
Sound advice on consolidating my individual pension plans into one and advice on ISA’s
Have you seen the outcome you were hoping for?
Better than expected thanks to Dales advice
What could they have done better?
I believe they have everything covered
Dale:
Thank you for taking the time to leave a review Gordon - onward and upward my friend.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?
Impending retirement
How has Dale Gough helped you?
Put together profile of current landscape and alternatives to maximise our priorities
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Very little
Dale:
Thank you for taking the time to leave your thoughts Kelvin. Onward and upwardReview
by a verified client in Worcestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
pensions advice on retirement.
How has Dale Gough helped you?
has put a plan together.
Have you seen the outcome you were hoping for?
not quite yet due to world/country wide conditions.
What could they have done better?
nothing due to unforeseen things outside their control.
Dale:
Thank you Neil