David Hill

Please provide a brief comment about your experience with David

Very clear , concise and easy to understand. Very thorough and allowed plenty of time for questions and explanations. Also very courteous and calm manner, no sense of being "sold" or rushed.

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

I was made redundant and needed advice on pensions and investments.

How has David Hill helped you?

David has made the task of transferring my pension ,investing it plus my wife and I'm savings easy for us, explaining everything in simple terms,keeping us legal and tax efficiently. David has also given us advice and help with estate planning.

Have you seen the outcome you were hoping for?

Yes. Even though there have been unforseen events like the wars, pandemic and changes in government, David has kept us informed and reasonable performance growth.

What could they have done better?

Nothing.

Please provide a brief comment about your experience with David

Still deciding, David lovely gentleman to talk to and very helpful.

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

Retirement and saving for a pension

How has David Hill helped you?

David Hill takes care of our finances and we always feel in safe, honest and knowledgeable hands.

Have you seen the outcome you were hoping for?

Yes, investments have been made following David's advice into pension pots and saving schemes.

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

I had a pension pot which I needed to invest for the future

How has David Hill helped you?

By advising me and my wife on our options ie pensions and investing the remainder in stocks

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing