David's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 49 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 35 )
Investments and Savings ( 60 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 31 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 37 )
Financial Mentoring ( 6 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 29 )
£200k - £500k ( 4 )
£100k - £200k ( 1 )
( 7 )
First impression
by a VouchedFor user
10 days ago
Overall
Please provide a brief comment about your experience with David
Excellent first meeting on Teams, everything clearly explained and very informative. Very enjoyable meeting. A great first impression.
David:
Thank you so much for the feedback. Looking forward to meeting in the flesh!Review
by a verified client in London
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to retire early and wanted reassurance about my situation and guidance on how best to achieve my retirement objective.
How has David Gruenstein helped you?
Assistance with transferring Defined Contribution pensions from different employers into a single "pot"; guidance on how best to draw on my pensions; cashflow planning; and broader guidance on managing my pension and non-pension assets.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing. They have taken time to understand my financial situation and objectives; identify efficiencies and other planning recommendations.
David:
Thank you for the review. Speak to you soon DavidReview
by a verified client in Surrey
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to have advice on tax planning and confirmation that my investment people were investing wisely.
How has David Gruenstein helped you?
By answering my queries effectively.
Have you seen the outcome you were hoping for?
Yes.
David:
Thank you for your review!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 felt I needed help with my long term financial planning.
How has David Gruenstein helped you?
David is knowledgable, professional and objective yet he tailors his advice carefully to what he thinks I need now and in the future; and I have full confidence in that advice he offers me. He's first rate.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Berkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
3 or 4 years ago I wanted independent assessment done on my financial affairs in the event of loss of my job. Luckily, i have survived at my job so far, but David provided me with financial independence guidance, which meant the job situation was far less stressful
How has David Gruenstein helped you?
Yes I believe so
Have you seen the outcome you were hoping for?
Yes I believe so. Continuing to work with David and TPO for managing additional pension funding
What could they have done better?
Not applicable