Adrian's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 4 )
Retirement income (annuities, drawdown) ( 2 )
Investments and Savings ( 1 )
Inheritance Planning ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 3 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 1 )
£100k - £200k ( 1 )
Review
by a verified client in Shropshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to remove money from an investment and put it into an ISA
How has Adrian Davies helped you?
I have little experience of this sort of thing and needed advice as to how to proceed. Adrian has been most helpful.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Adrian
Adrian has been incredibly helpful and professional in supporting me with my pension planning. His advice was clear, tailored to my needs, and gave me real confidence in my financial future. I highly recommend Adrian to anyone looking for a knowledgeable and reliable IFA.
Review
by a verified client in Worcestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to discuss my pension arrangements and to review a number of existing pension schemes
How has Adrian Davies helped you?
Adrian took the time to understand me and my financial situation and then provided guidance on the options available to me
Have you seen the outcome you were hoping for?
Yes I feel I have a better understanding on how to achieve my goals for retirement
What could they have done better?
Nothing Adrian was very knowledgeable
Review
by a verified client in Vale of Glamorgan
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension transfer and will
How has Adrian Davies helped you?
Adrian has switched 2 private pensions, made a referral to sort my will out and quote for income protection
Have you seen the outcome you were hoping for?
Yes. Very thorough and Adrian has helped me address all 3 needs
What could they have done better?
n/a
Review
by a verified client in Bridgend
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Adrian Davies helped you?
Excellent communication, advice and hints & tips throughout the process from start to finish. I feel in control of my finances now and for the future, Adrian is always available for questions and open discussion about what’s best for me and my family.
Have you seen the outcome you were hoping for?
Yes, I’m all set for the future and I know that if my circumstances and plans change, Adrian is on hand to support and guide me going forward.
What could they have done better?
Nothing.