Dani-Rose's reviews
Reviewed for
Insurance and Protection ( 5 )
Pensions ( 22 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 11 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 1 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 11 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
Reviewers' assets
£200k - £500k ( 2 )
£100k - £200k ( 2 )
Up to £50k ( 5 )
£50k - 100k ( 7 )
Review
by a verified client in Angus
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking at option for my pensions and what i could take out at 55.
How has Dani-Rose O'Ryan helped you?
Dani has been a great help in explaining everything and sorting out my pensions
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
not a thing
Dani-Rose:
Alasdair, it was so lovely to meet you. Thank you for this lovely feedback.Review
by a verified client in West Lothian
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband and I wished to start planning our retirement and felt we needed advice.
How has Dani-Rose O'Ryan helped you?
Dani's information and advice allowed us to: better understand the range of products we could be interested in and; make decisions about how best to invest our savings and manage our pensions, to make the most of these for our retirement and ensure our children will have an inheritance.
Have you seen the outcome you were hoping for?
Too early yet, our initial meeting took place in Nov 24.
What could they have done better?
Nothing - very happy with Dani's knowledgeable, easy to understand and personable approach.
Dani-Rose:
Ruth, thank you so much for this lovely review. Looking forward to working with you and Wayne for many years to come.Review
by a verified client in Stirlingshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to release some funds from a small pension I had
How has Dani-Rose O'Ryan helped you?
Dani-Rose went through the full process explaining everything along the way and was very clear and precise with her advice.
Have you seen the outcome you were hoping for?
Yes and it was as she said
What could they have done better?
For me nothing everything worked out great with no issues
Dani-Rose:
Gordon, thank you for this review. I really do appreciate it and so glad I could help you access the money from your pension.Review
by a verified client in Roxburghshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
This was an annual review of the pension i have D
How has Dani-Rose O'Ryan helped you?
Dani-Rose was very professional, and the advice given was useful to me at the moment
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No, there is nothing they could have done better
Dani-Rose:
Fiona, thank you for this lovely review. I appreciate it and it was lovely to meet you and James.Review
by a verified client in Lanarkshire
21 days ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
I inherited a sum of money and was looking for advice on how to best invest for the future.
How has Dani-Rose O'Ryan helped you?
Dani helped me to arrange a private pension, and also gave me advice on how to best invest my savings.
Have you seen the outcome you were hoping for?
Yes. Dani's expert advice gave me the confidence to invest in a product best suited to my needs.
What could they have done better?
Nothing. Dani provided an excellent service, and took time to explain all the details fully to make sure that I understood every part of the process.
Dani-Rose:
Dave, thank you for this lovely feedback. It has been lovely meeting you and getting to know you more and I look forward to working together over the coming months and years.