David's reviews
Reviewed for
Insurance and Protection ( 24 )
Mortgages ( 8 )
Pensions ( 52 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 35 )
Auto Enrolment ( 1 )
Investments and Savings ( 60 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 44 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 37 )
Financial Mentoring ( 8 )
Financial Coaching ( 4 )
( 3 )
Reviewers' assets
£500k+ ( 30 )
£200k - £500k ( 2 )
£100k - £200k ( 1 )
£50k - 100k ( 2 )
Up to £50k ( 4 )
( 5 )
Review
by a verified client in Leicestershire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Many years ago my wife and I realised that we needed advise on the best way to save for our retirement. However this initial approach turned into much more than pensions. It became mortgage support, and all matters to do with the financial management of our money.
How has David Ryley helped you?
David helps and supports us in all of our financial decisions. He never makes us fell awkward if we don't understand something and is always there when we need advise.
Have you seen the outcome you were hoping for?
Yes we are more than pleased, we are delighted.
What could they have done better?
I cannot think of anything
Review
by a verified client in Suffolk
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Annual review and need to consider IHT matters
How has David Ryley helped you?
Very much so , the conversation I had with David allowed for a healthy two way debate with a satisfactory and logical outcome
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing , we considered all options
Review
by a verified client in Gwynedd
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Invest ment
How has David Ryley helped you?
Very helpful
Have you seen the outcome you were hoping for?
Yes
First impression
by a VouchedFor user
9 months ago
Overall
Please provide a brief comment about your experience with David
Initial meeting was a great insight into the possibilities of maximising income streams
Review
by a verified client in Nottinghamshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Faced with a complex financial market, I needed help in understanding my options and wanted someone who was both expert and on my wavelength .
How has David Ryley helped you?
David is always available to me. Nothing is too much trouble for him. He is a good listener and able to explain financial issues and make proposals in a straightforward way.
Have you seen the outcome you were hoping for?
I am very happy with the outcomes resulting from my association with David over the last 20yrs.
What could they have done better?
I don't know. They seem to try to improve their service on a continuing basis.