David's reviews
Reviewed for
Insurance and Protection ( 15 )
Mortgages ( 6 )
Pensions ( 37 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 18 )
Investments and Savings ( 53 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 25 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 17 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 13 )
£100k - £200k ( 4 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in Down
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term planning
How has David Crozier helped you?
With financial planning advice for the future and with investments
Have you seen the outcome you were hoping for?
Yes
David:
Thanks very much for taking the time to leave a review - it is very much appreciated. Picking up your response to the last question, we would be very happy to have a chat with the boys, as and when you think that is appropriate. All the very best, and speak soon DCFirst impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with David
David was extremely knowledgeable, very understanding and helpful regarding a solution to our financial future. On the strength of this visit we are now making arrangements to take the situation forward by speaking to solicitors. We are very thankful for his input. Would highly recommend David's services.
David:
Really appreciate you taking the time to leave a review. I'm glad we were able to help, and if there's anything we can do in the future, please do get in touch.Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Multiple pensions and not sure if I had saved enough for when I retire.
How has David Crozier helped you?
Encouraging me to gain all the information I needed, then advising on the one place to invest
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
The plan has gone down, not up, but I understand that possibility. Would have been better if it was still worth as much as I invested!
David:
Hi Beryl - I really appreciate your feedback. Investing is about playing the long game, and clearly you understand the need to stick with it, despite setbacks that are hopefully temporary! Andy & I will continue to work with you to make sure that your financial plan stays on track to give you 'enough'! Speak soon DCReview
by a verified client in West Midlands
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My existing adviser stopped trading.
How has David Crozier helped you?
Able to advise with confidence.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
.
David:
Thanks, Jo, for taking the time to leave a review. Our objective is always to leave our clients with confidence in their financial situation, and I am delighted that this your outcome too. Andrew & I very much look forward to continuing to support you, God willing. All the best DCReview
by a verified client in Down
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement Planning Inheretance Planning
How has David Crozier helped you?
As someone whom we felt we could trust his advice was very professional
Have you seen the outcome you were hoping for?
Yes
David:
Thanks very much for taking the time to leave your comments. It's feedback like yours that helps us to keep providing the service that our clients appreciate. It is a pleasure to work with you and I look forward to continuing to do so. All the best DC