Dave's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 19 )
Retirement income (annuities, drawdown) ( 10 )
Investments and Savings ( 21 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 5 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 21 )
Financial Mentoring ( 4 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 7 )
£100k - £200k ( 5 )
Up to £50k ( 2 )
£50k - 100k ( 7 )
Review
by a verified client in London
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to move my pension due to not receiving a good service with the current pension broker.
How has Dave Burns helped you?
Dave gave me great advice and was patient with my little knowledge on pensions. Dave has set me up with a great pension and with moving my old pension funds these increased within the first month.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I was happy with the service I received.
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?
My husbands illness so a friend recommended Dave
How has Dave Burns helped you?
He has advised us on the best way to invest our money
Have you seen the outcome you were hoping for?
We have only just invested so not yet
What could they have done better?
Nothing
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?
Getting to ‘that age’ where we have to start thinking about the financial set up to ensure we have enough money to live comfortably; as well as supporting our children, who will then be young adults at Uni or wanting to get on the property ladder. We needed some expertise and guidance.
How has Dave Burns helped you?
Dave was great. He explained all information to us in a detailed yet clear way - and then even explained it again with visuals when I asked lots of questions. He allowed us to see what we can do now to secure our financial future for years to come.
Have you seen the outcome you were hoping for?
As new clients, Dave made it very clear the financial pkan is a long term one so I do not expect to see anything fir a while. However I feel so much better that we have started & are much clearer about what the future can hold.
What could they have done better?
Guarateed us to be millionaires in a year - but don’t think that would be truthful or ethical! Dave makes it very clear all potential outcomes, couldnt have helped more at this stage.
Dave:
Thank you so much for your kind words and for taking the time to leave such a thoughtful review. I'm really pleased to hear that you’re feeling clearer and more confident about your financial future — that’s exactly the foundation we aim to build together. It was a pleasure to work with you both, and I’m glad the explanations (and the extra visuals!) helped make things easier to understand. Financial planning is indeed a long-term journey, and it’s great to know you feel reassured having taken those first important steps. I look forward to continuing to support you as your plan develops over time — and while I can't promise millionaire status in a year, I will always aim to provide honest, ethical advice tailored to your goals! Thanks again for your trust.Review
by a verified client in London
2 months ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Public Sector pension changes made me initially look to seek advise from Dave Burns and to establish how I could best make the most of my current savings, in anticipation of future retirement plans.
How has Dave Burns helped you?
Dave Burns was exceptionally thorough in his explanations, understanding my needs and future retirement plans, enabling him to map out the best way to ensure I had money for my retirement and invested my current savings so they would start to work for me.
Have you seen the outcome you were hoping for?
To early to say as I have only recently invested.
What could they have done better?
Nothing. Dave has answered all questions in a timely manner. Our meetings were very thorough and Dave was able to answer all of my questions, no matter how simple they may have been for him.
Dave:
Thank you very much for your generous feedback — I really appreciate you taking the time to share your experience. It’s great to hear that you felt supported and that our meetings helped bring clarity around your retirement planning and investment options. I’m always here to answer any questions, big or small, and I’m pleased that the explanations have been helpful as you start this new phase of your financial journey. As you mentioned, it’s early days, but having a solid plan in place is an important first step, and I look forward to continuing to work with you as things progress. Thank you again for your trust and for choosing me to help guide you through this important stage.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?
Received income from a pension
How has Dave Burns helped you?
Dave provided excellent service and sound advice making my investment choices more on an informed basis in these volatile times.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Dave:
Thank you for your kind words and for taking the time to leave a review. I'm really pleased to hear that you felt well-informed and confident in making your investment choices, especially given the current market volatility. It’s great to know you’re seeing the outcomes you were hoping for, and I look forward to continuing to support you as your plans evolve. Thanks again for your trust — it’s very much appreciated.