David's reviews
Reviewed for
Insurance and Protection ( 19 )
Mortgages ( 2 )
Pensions ( 54 )
Retirement income (annuities, drawdown) ( 26 )
Investments and Savings ( 48 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 16 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 13 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 15 )
£100k - £200k ( 12 )
Up to £50k ( 3 )
£50k - 100k ( 2 )
Repeat review
by a verified client in Cambridgeshire
19 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Philpott helped you since your last review?
He has continued to review and discuss his recommendations and how as I get older (I shall be 81 on Sunday) my approach is changing - indeed as a result I switched one of my funds to one offering less exposure to the stock market just before Trump started his tariff war.
Review
by a verified client in Cambridgeshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a few Defined Contribution pensions from previous employers that I wanted to consolidate or transfer to a new company to make it easier to monitor and manage whilst ensuring they were invested in a modern pension scheme.
How has David Philpott helped you?
David has been very diligent and thorough in reviewing these old pensions, understanding my retirement plans and financial aspirations.
Have you seen the outcome you were hoping for?
Too early to say if the new pension provider deliver the predicted growth companies perform better than the predecessors. I will hopefully add another review in 3-5 years time with a happy update!!
What could they have done better?
Nothing comes to mind, David provided regular updates to keep me informed throughout the process. I never felt rushed or pressurised.
Repeat review
by a verified client in Cambridgeshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Philpott helped you since your last review?
My investments with David had a great profit this year. And I believe it was because of his advice in changing some of my investments
Repeat review
by a verified client in Cambridgeshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Philpott helped you since your last review?
His recommended funds have done extremely well for me over 2024. Unfortunately I think everyone is having problems now (April 2025), but things seem to be recovering slowly.
Repeat review
by a verified client in Cambridgeshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Philpott helped you since your last review?
David has continued to provide sound advice on our financial situation, especially with respect to how best to pay our daughter's school fees for her remaining years in education.