David's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 29 )
Retirement income (annuities, drawdown) ( 22 )
Investments and Savings ( 16 )
Inheritance Planning ( 6 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 8 )
Financial Mentoring ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 7 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
( 1 )
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 Rutland
a month ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Expert financial advice required
How has David Berry helped you?
Open conversations and good sound advice having presented all the options available.
Have you seen the outcome you were hoping for?
Yes, so far.
Review
by a verified client in Bedfordshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial Planning
How has David Berry helped you?
I have know David for 15 years. He listens and advises.No hard pressure sells. Honest with full integrity
Have you seen the outcome you were hoping for?
Absolutely 100%
What could they have done better?
N/A
Review
by a verified client in Durham
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
David was my advisor with another company and when he moved on I became concerned about the service provided from my new advisor. When the opportunity arose to work with David again I did not hesitate in transferring my business across to him
How has David Berry helped you?
David takes time to ensure that he understands my circumstances and my concerns about income in later life. He always talks through every element of my finances and does it in a way that is logical without patronising me . I have a huge amount of trust and confidence in David as my financial advisor
Have you seen the outcome you were hoping for?
Yes - every single year
What could they have done better?
Nothing at all , he is a skilled and professional advisor
Review
by a verified client in North Humberside
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension changes at work
How has David Berry helped you?
Planned our future encourages us to live well and makes sure we are up to date with any changes also helped with inheritance matters
Have you seen the outcome you were hoping for?
Yes all investments doing well
Review
by a verified client in West Yorkshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Nearing retirement age
How has David Berry helped you?
Showed the various options available
Have you seen the outcome you were hoping for?
Yes