Dan Seal

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 my go-to financial advisor, for everything. He is completely trustworthy, approachable, capable, and proactive. In recent years Dan advised how to fund care home fees from monies in high access accounts. Having just retired, I'm now following Dan's advice regarding my pension funds, built up over many years, meaning that I am now enjoying a good retirement. In all cases, Dan not only advised, but made it happen, discussing everything along the way to ensure that I understood. I highly recommend Dan Seal.

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?

I have now successfully retired based upon Dan's advice

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?

I had an annual review of my pension portfolio with Dan, and has continued to give me sound advise about my retirement plan.

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

Our advancing age and wish to do the best for our beneficiaries.

How has Dan Seal helped you?

Dan has has made helpful suggestions re our wills and the use of trusts

Have you seen the outcome you were hoping for?

It all seems satisfactory.

What could they have done better?

We have nothing with which to compare the service we have received from Dan.

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 to give advice and to act on our behalf. We rely on his professional expertise and help.