Daniel Hanbury

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

How has Daniel Hanbury helped you since your last review?

I have regular meetings with Daniel to review how my pension investments are performing. I greatly value Daniel’s advice and guidance.

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

Inheritance for out children

How has Daniel Hanbury helped you?

Daniel gave us advice and projections for the duration of the investment. He then set up the portfolios, monitored these for us and set up regular meetings with us to discuss.

Have you seen the outcome you were hoping for?

We didnt quite believe the projections that Daniel made when we first met. But true to his workd we are seeing these come to fruition.

What could they have done better?

Nothing. The service has been perfect.

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

Daniel was recommended by a family member to assist with my mothers investment bond

How has Daniel Hanbury helped you?

Daniel provides timely and regular advice on how my investments are progressing. He is always open and responsive to any queries and with his consistency of approach over time, has built a partnership of trust with me regarding my investments.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can’t think of anything. From day one Daniel has been open and upfront about all aspects of our investment and has been a pleasure to deal with. I feel I can approach him about any issue, no matter how small.

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

I needed advice on an inheritance

How has Daniel Hanbury helped you?

Daniel has ensured I understand risk and opportunity, has listened to my attitude to risk and long term goals. We have then planned a suitable investment portfolio together.

Have you seen the outcome you were hoping for?

It's early days yet but I'm satisfied with my investment vehicles so far.

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

Taking my pension from a company scheme to a private pension

How has Daniel Hanbury helped you?

Daniel gave comprehensive advice and initially recommended we left the pension where it was, losing business by giving good advice. When my circumstances changed the advice changed and we made the move.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I am very happy that Daniel is very considered and takes our concerns and risk appetite into account. I trust him to give sound impartial advice