Reviewed for

Insurance and Protection ( 18 )

Mortgages ( 43 )

Pensions ( 22 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 10 )

Investments and Savings ( 15 )

Pension Transfers - Non Specialist ( 7 )

Inheritance Planning ( 2 )

Long Term Care ( 4 )

Pension Transfers - Specialist ( 10 )

Financial Planning ( 3 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 5 )

£200k - £500k ( 3 )

£100k - £200k ( 4 )

Up to £50k ( 16 )

£50k - 100k ( 6 )

Client reviews

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Bristol

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

Did not have a pension

Have you seen the outcome you were hoping for?

Yes

How has David Parkinson helped you?

Plan for the future

What could they have done better?

Nothing

David's reply

Thank you Sarkis, it was a pleasure and made easier as you always respond promptly to me if I have any questions for you.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Lancashire

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

Initially But-to-Let mortgages, however, since Dave does such an excellent job he now does any personal mortgages for us and we always recommend to friends and family Dave's services.

Have you seen the outcome you were hoping for?

Dave is very thorough in his due diligence, he researches the best options available and advises us which saves us the time.

How has David Parkinson helped you?

He's our 'GO-to-Man' for any mortgage, insurance / protection requirements. Dave is always on the ball and ahead of the game, alerting us to any event we should be aware of with our mortgages such as interest changes, product transfer etc.

What could they have done better?

Nothing, although we do wish we'd met you sooner. Thank you for all your hard work, professionalism and dedication.

David's reply

Thank you Alisa, it is always a pleasure to help both yourself and Mark with any and all aspects of your financial planning. Bets Wishes for 2024.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Lancashire

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

Through the advice of a friend

Have you seen the outcome you were hoping for?

Yes very much so

How has David Parkinson helped you?

He’s advice as been invaluable

What could they have done better?

They couldn’t have done anything better everything they have done for me has been excellent

David's reply

Thank you Eric, it was an absolute pleasure in helping you with your retirement planning.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Lancashire

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

First time buyers looking to find the right mortgage for us & the correct insurance cover for the house.

Have you seen the outcome you were hoping for?

100% - we received all the help we required and then some.

How has David Parkinson helped you?

David walked us through everything at each step of the way and was extremely helpful & knowledgeable with all our requests.

What could they have done better?

Nothing - spot on service.

David's reply

Thank you Ryan, it was an absolute pleasure. Best wishes to yourself and Beth and I wish you many happy years together in your new home.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Manchester

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

Looking for advice on my retirement plans.

Have you seen the outcome you were hoping for?

No, but this has nothing to do with David or KBA.

How has David Parkinson helped you?

He gave me sound honest advice.

What could they have done better?

In all honesty, he couldn't have done anything better.

David's reply

Thank you Stephen. It's a shame we couldn't move your pension into drawdown but as your pension scheme offers you enhanced tax free cash if you access the pension directly then it would be wrong for you to do otherwise. Thank you for providing me with an opportunity to review your frozen pension with Wincanton.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Lancashire

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

Mortgage many years ago, and if late, arranging my pensions

Have you seen the outcome you were hoping for?

Yes

How has David Parkinson helped you?

Ensure my investments for pensions get the returns I ecpevted

What could they have done better?

Nothing, as he has always anticipated any queries

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Dorset

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

Buy to Let Mortgage requirement

Have you seen the outcome you were hoping for?

Yes indeed

How has David Parkinson helped you?

Pointed me in the right direction and illustrated potential pitfalls

What could they have done better?

Not a great deal

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Manchester

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

Mortgage advise

Have you seen the outcome you were hoping for?

Yes. Delivered the best mortgage products for us year after year.

How has David Parkinson helped you?

Not only managed many mortgage applications over the years, but managed multiple applications at the same time. As well as life assurance and pension advice with in our current business.

What could they have done better?

David is always happy to help, and at hand for advise.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Manchester

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

buying another property

Have you seen the outcome you were hoping for?

yes

How has David Parkinson helped you?

Clear information and always has plenty of options for us

What could they have done better?

Nothing he has been and still is amazing

David's reply

Hi Emma, thank you for your kind review. It's always a please to help you and Andrew with your mortgage and pension requirements. Dave

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Lancashire

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

Recommendation

Have you seen the outcome you were hoping for?

100%

How has David Parkinson helped you?

Dave was absolutely fantastic all the way through my mortgage process, he kept me updated throughout, searched through many lenders to find me the best deal, and found a quick solution to every stumbling block we hit. His patience and professionalism were second to none and I will definitely be recommending him to family and friends. Thank you so much Dave for making this possible for me.

What could they have done better?

Absolutely nothing!

David's reply

Thank you Leyna, it was an absolute please to help you become a home owner for the first time.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Cheshire

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

Getting old.

Have you seen the outcome you were hoping for?

Yes.

How has David Parkinson helped you?

Vey good advice and remortgaging.

What could they have done better?

Nothing.

David's reply

Thank you David, as always it is an absolute please helping you and Sheila with your mortgages.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Lancashire

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

Needed pensions sorting in one pot

Have you seen the outcome you were hoping for?

Not yet it’s not been 12 months

How has David Parkinson helped you?

In all aspects

What could they have done better?

Nothing

David's reply

Thank you David. It was an absolute pleasure.

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Lancashire

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

Buying a home

Have you seen the outcome you were hoping for?

Yes

How has David Parkinson helped you?

Valuable advice, very down to earth, friendly, contactable always, quick responses, made the whole process super easy and stress free. Felt confident making decisions.

What could they have done better?

Absolutely nothing.

David's reply

Hi Beth, I have to say it has been an absolute please helping you buy your first home a newbuild too. My job is made much easier when the clients I am advising have clear goals and respond to request for information and documents in a timely manner and this is exactly what you did. All the very best wishes to you and Ryan and I am sure you will have a great life in your new home.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Manchester

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

I needed to port a mortgage across and talk about pensions

Have you seen the outcome you were hoping for?

Yes, Dave worked really hard to find the best deal for my circumstances

How has David Parkinson helped you?

Dave and Jane arranged the mortgage which was completely hassle free on my part. They kept me updated throughout and are a pleasure to work with

What could they have done better?

Nothing on this occasion

David's reply

Thankyou Dan, it as an absolute pleasure helping you with your mortgage needs.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Merseyside

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

Pension advice

Have you seen the outcome you were hoping for?

Yes

How has David Parkinson helped you?

In many ways, He explained and answered all my questions

What could they have done better?

Nothing, everything was perfect

David's reply

Thank you Ray, that is very kind of you. It has been an absolute pleasure helping you with your retirement plans and I look forward to meeting up with you soon for our annual review. Regards Dave

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Lancashire

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

Confusing / stressful time after separation.. needed expect advice

Have you seen the outcome you were hoping for?

Yes

How has David Parkinson helped you?

Seamless, stress free advice and guidance re mortgage deals

What could they have done better?

Nothing

David's reply

Thank you Paul, it was a pleasure helping you with your mortgage needs. Good luck and speak soon.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Manchester

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

Mortgage

Have you seen the outcome you were hoping for?

Yes

How has David Parkinson helped you?

Yes

What could they have done better?

Nothing, first class service

David's reply

Many thanks David. It has been a pleasure.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

I needed to consolidate a number of small private pensions into one medium risk portfolio.

Have you seen the outcome you were hoping for?

Yes. My pensions are all now consolidated.

How has David Parkinson helped you?

I've known David in his capacity as a financial advisor for many years and he has always been very helpful, knowledgeable and professional. Always keeps me informed, I never have to ask for updates.

What could they have done better?

Nothing

David's reply

Hi Joanne, thank you for your kind review. It has always been a pleasure helping you with your finances whether it be your mortgage or your pensions. Have a lovely first Christmas in the Peak District.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Lancashire

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

We were recommended to Dave by a friend and we are so glad we took his advice

Have you seen the outcome you were hoping for?

Definitely Dave has exceeded our expectations.

How has David Parkinson helped you?

Dave has given us great advice and sorted out our financial future for us

What could they have done better?

Nothing

David's reply

Many thanks for your review Janet. It's been an absolute pleasure helping yourself and John with your financial planning.

First impression from a user who is not yet a client

December, 2022

Overall

Please provide a brief comment about your experience with David

Very friendly guy, easy to talk to and makes you feel comfortable

David's reply

Many thanks Audra, it was an absolute pleasure advising you on your retirement goals. I hope you and your family have a very merry Christmas and a healthy and prosperous 2023. Good luck with your job situation.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Manchester

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

Retiring early so needed to sort our finances out

Have you seen the outcome you were hoping for?

We don’t need our resources yet so don’t know

How has David Parkinson helped you?

By talking to use in layman’s terms not trying to confuse use

What could they have done better?

I don’t think they could have done anything better

David's reply

Many thanks John for your review. It was an absolute pleasure helping you with your retirement planning. Enjoy your sunny Christmas in Spain.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Manchester

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

Moving house and retiring.

Have you seen the outcome you were hoping for?

Yes

How has David Parkinson helped you?

Answered all our questions and explained everything to us that we asked. David left no Stone unturned, friendly and extremely professional.

What could they have done better?

Nothing

David's reply

Thank you Julie for taking time out to complete this review. it is always a pleasure helping you with your financial needs. I hope you are enjoying your retirement and you have booked your next holiday in the sunshine.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in London

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

Re mortgage of a flat

Have you seen the outcome you were hoping for?

Yes

How has David Parkinson helped you?

Provided valuable insight and advice

David's reply

Many thanks Tanya, It has been absolute pleasure helping you secure the finances you raised on your flat in London. Good luck with your house move. Kind Regards Dave

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lancashire

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

I needed to renew my mortgage and general overhaul of my finances and pensions

Have you seen the outcome you were hoping for?

Absolutely David and his team at KBA worked tirelessly to get me the best mortgage, insurances and re organise my pensions.

How has David Parkinson helped you?

David has been outstanding in his help. He has explained everything thoroughly and his advice has been unbelievably good. David and his team have gone above the call of duty in their help and advice for me and my family I literally couldn’t recommend them more. KBA and David came recommended from a very good friend of mine and I am extremely grateful to him. I would now never use anyone for financial advice other than David.

What could they have done better?

Absolutely nothing. If they say they will do something it’s a guarantee they will do it. You can’t put a price on their professionalism and their fees are very fair.

David's reply

Thank you Martyn, it has been an absolute please helping both you and Claire with your mortgage needs which after a long and sometimes perilous journey resulted in you being able to purchase what I suspect will be your forever home. Thank you Martyn for entrusting me with your retirement planning too. Thank you also for your kind referrals.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Cheshire

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

mortgage

Have you seen the outcome you were hoping for?

yes

How has David Parkinson helped you?

arranged mortgage efficiently

What could they have done better?

nil

David's reply

Many Thanks Jonathan. It has been a pleasure helping you to achieve your purchase.

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Lancashire

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

Needed a mortgage to buy my first home

Have you seen the outcome you were hoping for?

Yes

How has David Parkinson helped you?

Talked me through mortgage options and explained differences

David's reply

Thank you Amy. Congratulations on moving into your new home. I hope you have many happy years there. Dave

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in North Yorkshire

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

We were looking to move house so wanted advice on mortgages and life insurance

Have you seen the outcome you were hoping for?

Absolutely! Dave's advice has been superb

How has David Parkinson helped you?

Dave was able to help us understand our options and secure us a really fantastic mortgage deal

David's reply

Hi Niki. thank you for your kind words. It has been an absolute pleasure helping you and Ant make this move. I hope you have many happy years in your new home.

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Lancashire

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

Seeking the best deal

Have you seen the outcome you were hoping for?

Yes, full funds, good rate

How has David Parkinson helped you?

I achieved a good deal. Dave communicated well with me.

David's reply

Hi Ian, many thanks for your kind review. It is always a pleasure helping you with your mortgage needs.

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Manchester

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

We have worked with David for a number of years whilst we built a property portfolio. Highly recomend the service and David has always achevied our goals.

Have you seen the outcome you were hoping for?

We have seen a brilliant outcome everytime we have made a house purchase and also received great personal insurace advice to give us pease of mind.

How has David Parkinson helped you?

David has helped us build our property portfolio.

What could they have done better?

Dont think David could have done better, he has always achevied everything we have asked of him.

David's reply

Thank you Paul and Janet, over the years I have known you and your family it has been an absolute pleasure to help you build your property folio as well as looking after the mortgage and protection needs of your other family members. Good luck with your house move this year and here's to many more years of us working together. Dave

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Lancashire

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

We have used David's company for 2 house moves

Have you seen the outcome you were hoping for?

Yes, both times we received great advice and the best deals on mortgages

How has David Parkinson helped you?

He helped us find the best deals and Jane kept us up to date with any updates

What could they have done better?

I think they did everything they needed to

David's reply

Many thanks Leanne, it's always a pleasure helping you and Andrew and I hope you and the family have many happy years in your new home.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Lancashire

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

I wanted to remortgage a property.

Have you seen the outcome you were hoping for?

Yes, everything went perfect.

How has David Parkinson helped you?

He has sourced a great mortgage deal and guided me through the application process from start to finish.

What could they have done better?

Nothing

David's reply

Thanks Paul. It was a pleasure.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Manchester

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

Re-mortgage

Have you seen the outcome you were hoping for?

Yes

How has David Parkinson helped you?

David was very helpful throughout the whole process.

What could they have done better?

N/a

David's reply

Many thanks Sue, it was a pleasure. We got there in the end regardless of the poor performance of the conveyancer which I might add, I recommended for you to use. Needless to say after this experience we won't be using them again.

Review from verified client

May, 2022

Overall

Advice

Value

Service

Based in Lancashire

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

Re mortgage and transfer of equity

Have you seen the outcome you were hoping for?

Yes

How has David Parkinson helped you?

He was very patient with me. He explained everything very clearly and gave me all my options. David and the team were in touch throughout the process and always happy to help. Thank you so much for making the process so stress free ?

What could they have done better?

Nothing

David's reply

Thank you Gill. It was a pleasure working with you and very satisfying to get you to the outcome you needed. Dave

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Lancashire

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

My existing Mortgage was coming to the end of its term and I needed advice regarding this.

Have you seen the outcome you were hoping for?

Yes, I’m very happy with the outcome thanks

How has David Parkinson helped you?

I had tried to extend the term with my existing lenders but they were unable to help or even understand what I wanted to do. It was quite complicated as it involved 2 properties but within our initial phone call David knew exactly what to do And understood the situation immediately.It was so refreshing to speak to someone so professional and helpful.

What could they have done better?

Nothing he was a great help.

David's reply

Many thanks for your review Janet. It was a pleasure to help you get to where you needed to be with your two properties and mortgages.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Manchester

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

Re mortgage our house

Have you seen the outcome you were hoping for?

Yes

How has David Parkinson helped you?

Yes

What could they have done better?

Nothing, he made the whole process very easy to understand. Completely stress free

David's reply

Thank you for your kind Review Jessica. It always helps when clients are as on the ball as you were in making sure all requested documents are provided in a timely manner and for that you get a 10/10. Good luck with the extension.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Cheshire

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

I wanted to remortgage.

Have you seen the outcome you were hoping for?

Yes definitely

How has David Parkinson helped you?

He secured a mortgage offer that more than suits my requirements.

What could they have done better?

Nothing

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Cheshire

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

I needed to review my mortgage.

Have you seen the outcome you were hoping for?

Most definitely, really pleased with my new product.

How has David Parkinson helped you?

He has secured me a mortgage that suits all my requirements. He has kept me in touch and upto speed every step of the way in a professional and personal friendly manner.

What could they have done better?

Absolutely nothing.

David's reply

Thank Dave and Vicky, it has been an absolute pleasure helping you get the right mortgage. I intend to provide you with the same level of satisfaction with your pensions.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Manchester

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

I needed advise on what was the best route to take and David came very highly recommended

Have you seen the outcome you were hoping for?

Yes 100%

How has David Parkinson helped you?

He has helped from the first minute to the last with his calmness and honesty especially when i was getting worried about things

What could they have done better?

nothing

David's reply

Hi Ross, it has been a pleasure helping you and Loretta get where you wanted to be with your mortgage and your home improvement plans. Between us we put together a plan and you followed my advice and made our plan happen. Thank you for your review.

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Lancashire

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

Buy to let properties and purchase for our own home. Dave also sourced life insurance for the property we own.

How has David Parkinson helped you?

Dave found us the right mortgage that suited our needs.

Have you seen the outcome you were hoping for?

Yes without a doubt.

What could they have done better?

Dave is very thorough, we can't suggest anything that could be done any better than he has done. We are always grateful and we recommend Dave to a lot of people.

David's reply

Many thanks for your review Alisa. It has been and will continue to be a pleasure helping you and Mark with your mortgage requirement and I am very grateful for your kind recommendations.

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Manchester

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

To look for support in purchasing our first house. We wanted some advice financially and also assistance to make the process easier, save on time and to make sure we made the right decision in finding the best mortgage offer for us.

How has David Parkinson helped you?

David helped by making the process as easy as possible. He was always contactable, he explained all the process' and options in the amount of detail that was required by us. We were shown multiple options and David's experience and advice helped simplify some of the more complicated aspects of the process and gave us confidence that we were choosing the correct mortgage and how we could benefit the most from it meaning we got the right mortgage for us.

Have you seen the outcome you were hoping for?

Yes, definitely. The customer service from David was superb. We always felt comfortable whether contacting via phone or e-mail along with speaking to David's assistant if he was on annual leave etc. We're happy with our final decision and even when obstacles arose David was quick to rectify and find solutions allowing us to be able to complete our mortgage applications in a more than timely manner meaning we could find a house in a really quick timescale.

What could they have done better?

We've really struggled to find some constructive criticism for David and his team, we were more than happy with our experience.

David's reply

Thank you James and Sally. It's been a pleasure and it's not over yet. Onwards and upwards.

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Manchester

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

First time buyer, subsequent re-mortgage

How has David Parkinson helped you?

Intially went with Dave for my first mortgage 15 years ago. Dave provided advice throughout this time and then when I purchased my next home I did approach other advisors but I found Dave provided me with a better overall picture and bring a client he tailored the advice to suit me and my current circumstances.

Have you seen the outcome you were hoping for?

Yes, I obtained q good mortgage and I'm just waiting for the house purchase to go through

What could they have done better?

Honestly no, Dave has always been responsive and provided sound advice

David's reply

Thanks Rachel, your review and comments are very much appreciated. Not long to go now Dave

Review from verified client

July, 2021

Overall

Advice

Value

Service

Based in Lancashire

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

I wanted professional help

How has David Parkinson helped you?

He helps by giving sound advice and taking away the stress of doing everything myself

Have you seen the outcome you were hoping for?

Yes. It’s good because i trust him

What could they have done better?

Nothing I don’t think

David's reply

Thank you Matthew. Your review and kind comments are very much appreciated. Dave

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Lancashire

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

As most people these days we have a very busy life. We needed an advisor with integrity and experience.

How has David Parkinson helped you?

Mortgage advise and setting up the right deal for our circumstances. Pension advise ongoing.

Have you seen the outcome you were hoping for?

So far so good and David is always very astute and helpful when the need be.

What could they have done better?

Nothing.

David's reply

Thanks Neil. Your review and kind comments are very much appreciated. Dave

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Cheshire

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

Changing mortgage

How has David Parkinson helped you?

David provided us with the best options available on the market that suited our budget and was always on hand to help if we had any queries

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. He just got on with everything and let’s us know what he needed.

David's reply

Thank you Tom. Your review and kind comments are very much appreciated. It was a pleasure. Dave

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Manchester

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

Purchasing a property as a first time buyer

How has David Parkinson helped you?

I approached Dave to help me find a mortgage and provide advice on buying my first home. Having helped a family member previously he came highly recommended and did not disappoint. He has also helped to educate me in areas I had no idea of and provided the best advice to protect both my mortgage and my income.

Have you seen the outcome you were hoping for?

I believe I have got the best outcome possible and the reason for this is Dave. I cannot thank him enough for providing a service with my best interests at heart. At all stages of the process I was kept informed and was never left waiting for a 'response' or an 'update'. Both Dave and Jane were extremely helpful during my journey and I look forward to using their services for many years to come.

What could they have done better?

Absolutely nothing. The process was seamless.

David's reply

Thank you Ashleigh. Your review and kind comments are very much appreciated. It was a pleasure. Good luck to you and Kevin in your new home. Dave

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Manchester

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

To help me with my Mortgage

How has David Parkinson helped you?

He helped me with a great deal on my mortgage, he helped me with all my enquires and also helped me find the best life insurance.

Have you seen the outcome you were hoping for?

Yes! David and his team were great. They helped me with every enquiry. I am a first time buyer and they made the whole process stress free! They explained everything and helped me make the best decisions.

What could they have done better?

In my opinion, they did an amazing job. I don't feel like there was anything missing from their service.

David's reply

Thank you Ashleigh. Your review and kind comments are very much appreciated. It was a pleasure. Dave

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Lancashire

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

Wished to retire early at age 56.

How has David Parkinson helped you?

Gave superb and excellent advice on the best way forward for my wife and I to take early retirement.

Have you seen the outcome you were hoping for?

Ten fold. Far beyond our expectations.

What could they have done better?

Absolutely nothing. We couldn’t be happier with the quality of service provided.

David's reply

Thank you David and Susan for your kind words and I look forward to seeing you both at our next review meeting.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Manchester

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

Wanted the best mortgage advice and later pension transfer advice.

How has David Parkinson helped you?

The fact that David was never a pushy type of advisor, he always was there to answer any questions when asked. Always honest with me and my wife.

Have you seen the outcome you were hoping for?

David did his very best to get us the best outcome possible.

What could they have done better?

I feel that David is a good friend now as well as my financial advisor, I always recommend him to other close friends as I know he will work hard to get the best results for them. I have recently passed on his number to a friend who was asking about his services.

David's reply

Thank you Alan and Julie. Your review is very much appreciated.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Manchester

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

I had previously struggled to find someone to help and David got straight to the point about the options available to me and gave me the choices to help me make my decision

How has David Parkinson helped you?

See above

Have you seen the outcome you were hoping for?

Yes

David's reply

Thank you Tony, I really appreciate your review.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Lancashire

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

Pensions seemed complex. Plus needed mortgage advice.

How has David Parkinson helped you?

Dave was great. Sorted our needs quickly, explained everything in lay mans terms and was always available for queries.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Not much.

David's reply

Thanks Dave, your review is very much appreciated.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Manchester

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

Had savings i wanted to invest.

How has David Parkinson helped you?

Took me through the risk and took me through a financial assessment, and gave me a information pack that explained everything.

Have you seen the outcome you were hoping for?

At the moment yes

What could they have done better?

With the pandemic and restrictions he could not have done a better job.

David's reply

Thank you Ged, your review is very much appreciated.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Manchester

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

Help with investment

How has David Parkinson helped you?

Discussed my mum’s investment told me how it was performing and gave me advice

Have you seen the outcome you were hoping for?

Yes

David's reply

Thank you Jane, your review is very much appreciated.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Manchester

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

Remortgage

How has David Parkinson helped you?

Found best rate mortgage, helped find adequate insurance and finance advise

Have you seen the outcome you were hoping for?

Yes fantastic

What could they have done better?

None

David's reply

Thank you Stuart, your review is very much appreciated.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Cheshire

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

We needed to remortgage some buy to lets.

How has David Parkinson helped you?

By arranging them.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, very happy.

David's reply

Thank you David and Sheila, your review is very much appreciated.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Lancashire

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

I had money to invest

How has David Parkinson helped you?

He helped me to find the most tax efficient savings account within my attitude to risk

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I was more than happy with Davids Adivice

David's reply

Thank you Julie, your review is very much appreciated.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Lancashire

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

House move and recieved money for investment

How has David Parkinson helped you?

Found us the best mortgage available for us. Advised us which risk category regarding savings

Have you seen the outcome you were hoping for?

Yes. We bought our home. Savings have been up and down but have bounced back and Dave gave us some great advice.

What could they have done better?

No

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Lancashire

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

We were only young and needed to plan for a future

How has David Parkinson helped you?

Helped us right from the beginning through to the end. Helped amalgamate various pensions before moving to Spain

Have you seen the outcome you were hoping for?

Yes very pleased

What could they have done better?

David and his company are very trust worthy, up to date with covid restrictions. Go above and beyond there expectations.

David's reply

Thank you Ian, your review is very much appreciated.