Dave Murray

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

I was looking to review my pension situation as I am not far off retirement. I needed sound advice from a trusted adviser.

How has Dave Murray helped you?

Dave spent a considerable amount of time reviewing my existing pension plans and explaining the options available to me. His approach throughout was extremely helpful and thorough, and at no time did I feel pressured to commit to anything. By the end of our 3rd meeting, I had a significantly better understanding of my financial situation and was able to make an informed decision concerning my pensions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

The service received from Dave was excellent from start to finish. Communication was extremely prompt and always very clear throughout.

Please provide a brief comment about your experience with Dave

10/10 experience. Would recommend to family and friends. Dave's knowledge and expertise was very evident in our meeting with him. He was able to clearly explain the process and help find a package that was right for us.

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

I had money from the sale of a property that I wanted to invest

How has Dave Murray helped you?

Dave Murray has given me excellent professional advice. He was very thorough in explaining everything to me. I feel very valued as a client. He is helping me to make good investments. I trust Dave’s advice and expertise. Dave is friendly and professional

Have you seen the outcome you were hoping for?

I have been able to invest my money in a way that will benefit me and I am very happy.

What could they have done better?

Nothing.

This review is a follow-up review from a client who left a review previously.

How has Dave Murray helped you since your last review?

Dave is friendly and very understanding. He has given us a lot of very useful advice, and setup our pensions

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

Looking for advice to get the best policy for life insurance and also what way is best to manage my pension.

How has Dave Murray helped you?

Gave clear advice and helped me understand areas of life insurance that I was unaware/unclear about.

Have you seen the outcome you were hoping for?

Yes, it is a better outcome than I expected.