Dan's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 49 )
Retirement income (annuities, drawdown) ( 35 )
Investments and Savings ( 32 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 17 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 12 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 12 )
£100k - £200k ( 6 )
Up to £50k ( 2 )
Repeat review
by a verified client in London
13 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?
He is always on hand to advise on as well as to manage our pensions and investments, and any other finance related questions
Repeat review
by a verified client in West Sussex
3 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 continues to give excellent advice. I have now retired and am enjoying life free of financial worries thanks to Dan acting on my behalf regarding my various pensions. As my circumstances continue to change I will not hesitate to consult Dan again.
Repeat review
by a verified client in Berkshire
4 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 no longer my advisor which was decided by AFH. But always gave me good advice.
Repeat review
by a verified client in Sussex
6 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 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.
Repeat review
by a verified client in Wiltshire
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?
I have now successfully retired based upon Dan's advice