David's reviews
Reviewed for
Insurance and Protection ( 18 )
Mortgages ( 48 )
Pensions ( 76 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 37 )
Investments and Savings ( 76 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 27 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 18 )
Financial Planning ( 22 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 19 )
£200k - £500k ( 21 )
£100k - £200k ( 6 )
£50k - 100k ( 10 )
( 2 )
Up to £50k ( 17 )
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with David
Very poor no follow up no advice no feedback
David:
Michael, I am disappointed that you felt this way after our conversation of the 4th December. I was under the impression that we had agreed that I was unable to assist given your position. I also responded to your email to confirm that your communication on the 15th December had gone into my junk folder. I confirmed on the 22nd that I was away as were you. I invited you to chat after the Christmas break. I have not had any further correspondence from you.Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
First time buyers seeking a mortgage to purchase our first home
How has David Stealey helped you?
Extremely fast and efficient service, delivering our first mortgage offer within 3 days. We then required an amendment which was also delivered equally promptly. David, Mandy and their team were fantastic throughout the entire process.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
Nothing
David:
Thank you for your kind words Mr Walters.Review
by a verified client in Cardiff
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Through a friend
How has David Stealey helped you?
With my financial planning Pensions
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing.
David:
Bob, thanks for the review, catch up before the end of the tax year!Review
by a verified client in Vale of Glamorgan
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To help me consolidate pensions and savings
How has David Stealey helped you?
Everything is in one place and is easy to see and understand
Have you seen the outcome you were hoping for?
Yes. The ROI has been good
What could they have done better?
Nothing
David:
Bit late in responding but thanks for the review Sally, look forward to catching up in 2026!Review
by a verified client in Vale of Glamorgan
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning and retirement
How has David Stealey helped you?
Manage my savings, investments and pensions
Have you seen the outcome you were hoping for?
Yes