Daniel Lea

Please provide a brief comment about your experience with Daniel

Professional, genuine, knowledgeable and friendly .

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

expert input

How has Daniel Lea helped you?

has been very helpful and knowledgeable

Have you seen the outcome you were hoping for?

generally yes

What could they have done better?

not really sure as events that have impacted value and returns such as covid beyond his control !

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

Continuing the process of receiving advice after previous adviser left TPO

How has Daniel Lea helped you?

He has helped me to clarify my understanding of my current financial situation and offered supportive advice on how I may deal with issues in the future.

Have you seen the outcome you were hoping for?

This is a new professional relationship with Daniel and so it is too early to express a view.

What could they have done better?

The ‘Teams’ remote meeting did not work visually and could have been checked in advance.

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

Early retirement and pension advice

How has Daniel Lea helped you?

Massively

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I'm happy with the service, help and advice received.

Please provide a brief comment about your experience with Daniel

very helpful advice