Dan's reviews
Reviewed for
Insurance and Protection ( 21 )
Mortgages ( 7 )
Pensions ( 59 )
Retirement income (annuities, drawdown) ( 31 )
Auto Enrolment ( 1 )
Investments and Savings ( 50 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 6 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 17 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 8 )
£100k - £200k ( 6 )
£50k - 100k ( 9 )
Up to £50k ( 14 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Oxfordshire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To ensure my investments are being utilised fully
How has Dan Barnard helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Dan:
Hi Ian Thanks for taking the time to provide feedback, its very much appreciated! Regards DanReview
by a verified client in Hampshire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Bring pension into one acct
How has Dan Barnard helped you?
He’s been great in advice and any help and advice when needed
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Dan:
Hi Geoff Thanks so much for your feedback, much appreciated! I look forward to continuing to work with you. Regards DanFirst impression
by a VouchedFor user
22 days ago
Overall
Please provide a brief comment about your experience with Dan
Very helpful and some good ideas
Dan:
Thanks for your feedback Heather, it was a pleasure to have spoken with you and I hope I may be able to offer you further assistance and advice moving forward. Regards DanReview
by a verified client in Torfaen
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Future planning following house sale
How has Dan Barnard helped you?
Planning for investment income in retirement.
Have you seen the outcome you were hoping for?
Very recent investment
Dan:
Hi Julie Thanks so much for your review, very much appreciated! Regards DanReview
by a verified client in East Riding
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on pensions,however I was already being advised by one of Dan’s ex colleagues for several years who left the company and Dan took me on as one of his clients as a continuation.
How has Dan Barnard helped you?
Provided advice on pensions as I am now seriously considering retirement.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing really,Dan’s updates and information regarding my options have been fully informative.