Dan's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 57 )
Retirement income (annuities, drawdown) ( 41 )
Investments and Savings ( 36 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 20 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 17 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 15 )
£100k - £200k ( 6 )
Up to £50k ( 2 )
Repeat review
by a verified client in Staffordshire
12 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Dan Seal helped you since your last review?
We continue to receive regular reviews with Dan to ensure we are on track with our finances and we find him approachable and consistent in answering any questions or explaining things in detail. We never feel rushed or hurried to make a decision and always receive information in a timely manner.
Repeat review
by a verified client in Wiltshire
7 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Dan Seal helped you since your last review?
Dan is always available for either a brief chat or detailed advice
Repeat review
by a verified client in East Sussex
9 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Dan Seal helped you since your last review?
Regular touchpoints to discuss my circumstances with same straightforward advice and guidance. Relationship gives me the confidence to know I have the opportunity to discuss my ongoing financial planning.
Review
by a verified client in Surrey
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to sort out my private pension
How has Dan Seal helped you?
Dan was extremely helpful in taking me through the steps to organise my private pension and tax free lump sum. He thoroughly explained all my options and gave me time to review them. When I had decided on my course of action he organised everything very efficiently. Dan is very easy to talk to which made it all easier. Often advisers talk too much and don’t listen. He does.
Have you seen the outcome you were hoping for?
Yes once the decision was made my pension and lump sum came through as expected.
What could they have done better?
No. I have no complaints at all. The process went very smoothly as Dan had previously explained. I enjoyed dealing with Dan and would highly recommend him.
Review
by a verified client in London
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Not being particularly interested in financial services and not really feeling comfortable in that environment I felt it important to gain specialist advise.
How has Dan Seal helped you?
Dan has supported me through some challenging times and issues giving practical and sound advise during ever changing situations. His support has been invaluable.
Have you seen the outcome you were hoping for?
The outcomes I have seen have been as expected.
What could they have done better?
I think they have done their best in a very volatile world stage.