Daniel Smith

What were the circumstances that caused you to initially look for an adviser?

I was looking to review my pensions and to become debt-free.

How has Daniel Smith helped you?

Daniel has advised me in both the transfer of my pensions to a more appropriate fund for my requirements. He also gave me advice which has enabled me to pay-off all my debts.

Have you seen the outcome you were hoping for?

Absolutely. I feel much happier now my financial affairs are in order and are being overseen by Daniel.

What could they have done better?

Nothing. Daniel is professional, knowledgeable, patient and has the ability to quicky put you at ease. He explains financial matters in an easy to understand way. He is a first class financial adviser. I cannot recommend Daniel high enough.

What were the circumstances that caused you to initially look for an adviser?

I was looking at early retirement and wanted confirmation and advice on the figures that had been quoted for me.

How has Daniel Smith helped you?

Very friendly and approachable. He was knowledgeable and explained all my questions in an easy to understand way. I was also given a number of options and reassured me about the future of my finiances. I can fully recommend if you are looking for advice on retirement. Will definitely use again for potential investment advice in the future.

Have you seen the outcome you were hoping for?

Absolutely. He explained everything in an easy to understand format and listened and responded to all my concerns.

What could they have done better?

Nothing. Everything was top class.

Please provide a brief comment about your experience with Daniel

No problems. Daniel gave me advise, over the telephone, and said, to get back in touch with him, if I needed him. I thought that was fair enough, and I am looking into my Pension.

What were the circumstances that caused you to initially look for an adviser?

General Investment and inheritance planning.

How has Daniel Smith helped you?

Daniel has expertly helped with our General Investments, Pensions, ISA's, Insurances and other fanatical related situations. Our family feels confident for the future, certainly knowing Daniel is overseeing our finances.

Have you seen the outcome you were hoping for?

Yes. The investment portfolios has steady growth, we have back up plans and policies, and our family feels confident for the future, certainly knowing Daniel is overseeing our finances.

What could they have done better?

Nothing. Time and time again Daniel has gone over and above. I truly believe Daniel is a rare find, a gem in an ever increasing untrustworthy world.

Please provide a brief comment about your experience with Daniel

Excellent. I couldn't ask for a better service. Always very professional and friendly. At every opportunity, he goes over and above to provide the very best advise. I truly believe he genuinely cares.