David's reviews
Reviewed for
Insurance and Protection ( 32 )
Mortgages ( 36 )
Pensions ( 59 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 20 )
Investments and Savings ( 59 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 13 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 27 )
Financial Mentoring ( 4 )
Financial Coaching ( 4 )
( 2 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 13 )
£100k - £200k ( 12 )
Up to £50k ( 22 )
£50k - 100k ( 9 )
Repeat review
by a verified client in West Yorkshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Barber helped you since your last review?
With Bond/ISA advice and advice on mortgage situation.
David:
Thanks for the positive review Richard, it is really appreciated.Repeat review
by a verified client in North Yorkshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Barber helped you since your last review?
As always David has provided and helped us with all aspects of our financial affairs, giving full and comprehensive advice.
David:
Mark, thanks as always for the positive review, it really is appreciated.Repeat review
by a verified client in North Yorkshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Barber helped you since your last review?
David has given me sound advice on my savings and pension. Moving the savings when required and leaving them in place were they doing well.
David:
Thanks for the positive review Tim, it is really appreciated.Repeat review
by a verified client in North Yorkshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Barber helped you since your last review?
David has continued to give us the advice and help we require and he is always interested hearing how our Lives and family are doing!!
David:
Thanks for the positive review John, it really is appreciated.Repeat review
by a verified client in North Yorkshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Barber helped you since your last review?
We looked into ways of improving our savings with the aim of starting our home improvements.
David:
Thanks for taking time to answer the questions and give me a positive review for our services.