Dan's reviews
Reviewed for
Insurance and Protection ( 5 )
Pensions ( 40 )
Retirement income (annuities, drawdown) ( 28 )
Auto Enrolment ( 1 )
Investments and Savings ( 36 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 17 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 38 )
Financial Mentoring ( 12 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 18 )
£200k - £500k ( 10 )
£50k - 100k ( 1 )
( 3 )
Review
by a verified client in Essex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was approaching 60 years and decided I wanted to retire.
How has Dan Haylett helped you?
Dan structured my pension plans and those of my wife allowing ua to both retire and enjoy our time.
Have you seen the outcome you were hoping for?
Better than hoped for.
What could they have done better?
Not being a financial expert I cannot answer this question other than to say I have no reason to to need to look.
Review
by a verified client in Lancashire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pre retirement we needed an adviser who has good experience in the retirement journey, not just financial but equally important the retirement behavioural journey post retirement.
How has Dan Haylett helped you?
By talking us through the journey and how to deal with it
Have you seen the outcome you were hoping for?
We have just started the journey, however so far so good.
Review
by a verified client in Essex
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband and I were looking to collate our pensions and savings in order to plan for a financially secure retirement.
How has Dan Haylett helped you?
Dan was able to look at all our pensions and investments and listened to what we wanted to achieve from our retirement years. From these initial conversations, a financially secure plan was put in place and for the past five and a half years we have been more than happy with the outcome. If we have needed to ask anything at any time, we know that we can trust Dan to give us his expert advice.
Have you seen the outcome you were hoping for?
Yes 100%
What could they have done better?
I cannot fault the service received from Dan and the team at TFP.
Review
by a verified client in Essex
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to take early retirement. I had money in several pensions and wanted to know the best plan for them.
How has Dan Haylett helped you?
Dan reviewed our finances which included savings, investments and pensions. From his expert advice we were able to successfully move forward with my plan for my early retirement in March 2020.
Have you seen the outcome you were hoping for?
Dan's advice has been better than I expected and my wife and I are enjoying my retirement. If we have needed any reassurance at any time Dan has been there to advise.
What could they have done better?
I cannot think of anything Dan and TFP could have done better.
Review
by a verified client in Berkshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was contemplating whether I had an opportunity to take early retirement.
How has Dan Haylett helped you?
Dan and his team have provided comprehensive support on all aspects of retirement planning, including navigating the emotional aspects as well as building robust and flexible financial plans, both of which we review and adjust regularly.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
Nothing.