David's reviews
Reviewed for
Insurance and Protection ( 10 )
Pensions ( 73 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 42 )
Investments and Savings ( 34 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 4 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 19 )
Financial Planning ( 22 )
Financial Mentoring ( 5 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 8 )
£100k - £200k ( 10 )
£50k - 100k ( 9 )
Up to £50k ( 9 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Cornwall
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was contacted about if I would like somebody to look at my pension
How has David Medland helped you?
By keeping me informed about my pension, and giving me advice. Also if I have had questions he has dealt with them.
Have you seen the outcome you were hoping for?
Yes, better than I could have hoped. As I was able to completely retire a year earlier than I expected.
What could they have done better?
NO.
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with David
David was really brilliant when I was looking for advice on savings and investments. I went in with little knowledge about the area but David listened to my situation and walked me through a variety of options without ever putting pressure on me to take one course of action or other. David is friendly and professional and I'd be happy to recommend him for anyone who was looking for financial advice in the Falmouth area.
David:
Hi Tim, Thanks so much for the kind review and feedback, it is very much appreciated.Review
by a verified client in Cornwall
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had no idea where to go or what to do with my pension pots.
How has David Medland helped you?
David has been patient and made sure we understood the facts and choices.
Have you seen the outcome you were hoping for?
I now have understanding of what to do regarding my pension
What could they have done better?
None I can think of.
Review
by a verified client in Cornwall
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Considering early retirement, understanding my pension documents and options.
How has David Medland helped you?
Helped me think about a range of considerations before early retirement, helped to give me confidence regarding understanding my pension paperwork and the options.
Have you seen the outcome you were hoping for?
I have now taken early retirement
What could they have done better?
Nothing.
Review
by a verified client in Surrey
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to start my pension service and David advised on my options
How has David Medland helped you?
David provided detailed advise and insights into what I should aim for and what are the best and worst case scenarios available if I start my pension plan. Everything was transparant and David helped me choose the correct plan
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
NA
David:
Thank you very much for taking the time to leave me a review Rohith, very much appreciated.