David's reviews
Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 1 )
Pensions ( 54 )
Retirement income (annuities, drawdown) ( 34 )
Investments and Savings ( 58 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 22 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 32 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 29 )
£200k - £500k ( 10 )
Up to £50k ( 1 )
( 1 )
£50k - 100k ( 2 )
First impression
by a VouchedFor user
6 days ago
Overall
Please provide a brief comment about your experience with David
Very helpful and clearly knowledgeable. Provided useful guidance even at our first short meeting. I felt that David was acting in my interests and was very transparent about what I should expect about the costs associated with his professional services.
First impression
by a VouchedFor user
18 days ago
Overall
Please provide a brief comment about your experience with David
Had an initial short call with David. David came across as very knowledgeable but, even more importantly, practical and friendly. Looking forward to our follow-up meeting.
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with David
David put my mind at ease with his friendly downs demeanour, this is very reassuring going forward as I have a little to Know experience of financial matters.
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with David
First class. Would recommend David to anyone who requires his advice & services.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with David
We had a good first impression, David was professional informative and friendly to deal with. We look forward to our meeting.