Daniel's reviews
Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 3 )
Pensions ( 59 )
Retirement income (annuities, drawdown) ( 34 )
Auto Enrolment ( 2 )
Investments and Savings ( 62 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 16 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 40 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 16 )
£100k - £200k ( 1 )
( 1 )
Up to £50k ( 3 )
£50k - 100k ( 5 )
Review
by a verified client in Manchester
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following the death of my husband and the sale of our house I found myself in the fortunate position of being comfortably off and was concerned to ensure that money was wisely invested especially with regard to Inheritance Tax.
How has Daniel Foy helped you?
I have been a client of Mazars for some 15 years and Daniel has continued the work of his predecessors in a friendly and helpful manner. I believe he understands my needs and wishes and explains options in a clear and helpful way.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Cheshire
a month ago
Overall
Service
Value
Advice
What were the circumstances that caused you to initially look for an adviser?
I had not had an adviser previously and it had come to the point where this was necessary. Daniel has proactively managed my situation and suggested appropriate solutions.
How has Daniel Foy helped you?
Daniel has put in place a range of steps to ensure my financial matters are in order and that I am planning appropriately for the future. He has provided a number of options for consideration as part of this and has appropriately considered my attitude to risk.
Have you seen the outcome you were hoping for?
Yes - Daniel has met my expectations.
Review
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previous use of the company
How has Daniel Foy helped you?
Excellent advice. Transfer of private pension pot and advice regarding NHS pension and retirement planning.
Have you seen the outcome you were hoping for?
Yes as far as can
What could they have done better?
Nil
Review
by a verified client in Lancashire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A need for a total overhaul and review of my investments/savings, pensions, tax and, more recently, advice on inheritance and associated tax.
How has Daniel Foy helped you?
Listened, thought carefully, researched and provided high quality advice - which was sensitive to family contexts.
Have you seen the outcome you were hoping for?
Yes, Daniel's advice has been important for me to make good financial decisions and to have much greater confidence in my financial affairs - leaving me more time and energy to focus on my work and family life.
What could they have done better?
Very satisfied, keep up the good work!
Review
by a verified client in Manchester
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My Company Gedeon Richter suggested that a financial adviser would be helpful
How has Daniel Foy helped you?
Provided ideas/options for me re pensions/savings/mortgage situation.
Have you seen the outcome you were hoping for?
Yes, l have a much clearer idea of the different options available to me
What could they have done better?
Nothing!