Dan's reviews
Reviewed for
Pensions ( 8 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 3 )
Inheritance Planning ( 2 )
Financial Planning ( 6 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 4 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
Review
by a verified client in Staffordshire
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term clients of his firm from years before 149. Dan is taking over from our previous adviser as he gradually retires
How has Dan Skinner helped you?
Ongoing advice
Have you seen the outcome you were hoping for?
Ongoing
What could they have done better?
Nothing
Review
by a verified client in North Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Spare cash to invest.
How has Dan Skinner helped you?
Consistent and sensible advice.
Have you seen the outcome you were hoping for?
Good outcome.
What could they have done better?
All good.
Review
by a verified client in Nottinghamshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Dan has taken over from Peter Haig.
How has Dan Skinner helped you?
He has shown sound advice heading upto this coming financial uncertainty. Stock market rising to record highs, pound loosing value, Trump’s influence to markets, our future relationship with the Eurozone and world markets etc.etc.
Have you seen the outcome you were hoping for?
No because the future is unpredictable but the pension provider takes steps to try to provide stability.
What could they have done better?
Nothing but to react when the way through becomes more apparent
Review
by a verified client in Nottinghamshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
we were looking for professional advice to invest our inheritance
How has Dan Skinner helped you?
he has helped us to make an informed decision on our investments and pensions
Have you seen the outcome you were hoping for?
yes we have
What could they have done better?
dont know
Review
by a verified client in Nottinghamshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanting to plan for the future
How has Dan Skinner helped you?
Giving me good advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I’m pleased with all that has been done