Reviewed for

Insurance and Protection ( 19 )

Mortgages ( 7 )

Pensions ( 39 )

Retirement income (annuities, drawdown) ( 19 )

Auto Enrolment ( 1 )

Investments and Savings ( 37 )

Pension Transfers - Non Specialist ( 12 )

Inheritance Planning ( 3 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 3 )

Financial Planning ( 6 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 4 )

£100k - £200k ( 4 )

£50k - 100k ( 5 )

Up to £50k ( 12 )

Client reviews

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Cornwall

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

Approaing retirement with multiple pensions none of which were of great value. This was 6yrs ago. Dan

How has Dan Barnard helped you?

Dan visited me and my wife at home, he took time to fully explain the various schemes available and what my options were. Yes pretty much

Have you seen the outcome you were hoping for?

Yes pretty much

What could they have done better?

Given the period of time over which I'm referring with brexit, the middle east, covid, Ukraine and general worldwide instability I think we have done OK

Dan's reply

Hi Rod Thanks so much for taking the time to provide this review. I enjoy working with you and look forward to continuing to do so for many years to come! Regards Dan

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Berkshire

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

Retirement

How has Dan Barnard helped you?

Pension advice and drawdown

Have you seen the outcome you were hoping for?

To early to say

What could they have done better?

Answer to left messages sooner

Dan's reply

Hi Kevin Thanks for taking the time to post a review for me. I have enjoyed working with you over the last few years and look forward to continuing to do so for many years to come. Regards Dan

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Berkshire

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

My husband and I didn’t feel that we were getting value for money from our existing life assurance provider. Our circumstances had changed substantially over the last few years and we had not kept pace with all the changes.

How has Dan Barnard helped you?

Dan talked us through all the pros and cons of our existing arrangements and then gave us a number of alternatives to consider. Together we whittled these down to the two best options and eventually selected the life assurance that was right for us in terms of covering each other and our children in case the worst happened.

Have you seen the outcome you were hoping for?

Yes. Our monthly premiums are much more affordable with very little change to the cover we have in place. We feel confident that our loved ones’ futures are more secure than they were before.

What could they have done better?

Nothing - Dan was approachable, friendly and professional without being pushy. There was no ‘hard sell’ and we always felt in control.

Dan's reply

Hi Mandy Thanks for your review, very much appreciated! Regards Dan

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Wiltshire

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

Private pension advice.

How has Dan Barnard helped you?

Dan has managed my private pensions. We have a yearly review, Dan is very flexible and happy to arrange a time around my work commitments.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Dan's reply

Hi John and Vona, thanks so much for your feedback! I value the relationship we have built over the last few years and look forward to continuing to work with you for years to come. Regards, Dan.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

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

Advice on long term savings

How has Dan Barnard helped you?

Advice regarding savings and retirement plans

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Dan's reply

Hi Lee, thanks very much for taking the time to provide feedback. Much appreciated. Regards, Dan.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Vale of Glamorgan

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

Safe and efficient use of family investments

How has Dan Barnard helped you?

Well researched and investment made according to our risk profile.

Have you seen the outcome you were hoping for?

Considering recent market trends, yes

What could they have done better?

Nothing in our view.

Dan's reply

Hi Ken and Deb, thanks so much for taking the time to provide your thoughts, very much appreciated. I am glad you are pleased with the way things have gone so far and I look forward to continuing to work with you both moving forward. Regards, Dan.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Wiltshire

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

To get advice for the correct life insurance and to set up a pension.

How has Dan Barnard helped you?

Dan gives us regular updates on our finances. He has changed the way we invest our money into a pension so that we get the maximum benefit from out money. Dan is always very approachable and helps to understand finance better. We have been able to recommend him to other family members.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

Dan's reply

Hi Sam! Thanks so much for taking the time to provide your thoughts. Very much appreciated and I look forward to continuing our work together for many years to come! Dan

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Berkshire

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

Pension

How has Dan Barnard helped you?

Excellent advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Dan's reply

Hi Nicky, thanks for your feedback. I hope all is well. Regards, Dan.

First impression from a user who is not yet a client

November, 2023

Overall

Please provide a brief comment about your experience with Dan

Good feedback and advice. Keeps me informed of all progress with our enquires. Going forward looking havingDaniel advising me.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Carmarthenshire

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

Daniel Barnard took over from our previous financial adviser, we are more than happy with him.

How has Dan Barnard helped you?

He has given advice and guidance on various products to our benefit

Have you seen the outcome you were hoping for?

We are more than happy with his advice, the care and understanding he has given us over the years.

What could they have done better?

There have been up and downs which we expected but overall we are pleased with the results and outcome.

Dan's reply

Hi Diane, thanks so much for your kind words and for taking the time to provide a review. I look forward to continuing to work with you and Les for many years to come! Regards, Dan.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in East Riding

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

I needed an advisor to look at consolidating a number of pensions

How has Dan Barnard helped you?

Dan has provided excellent advice regarding my pension over a number of years. He helped me with consolidating a number of pensions to simplify my retirement planning.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Dan's reply

Hi Tony, thanks so much for sharing your thoughts. I am glad you feel confident in the way we work together. Regards, Dan.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Berkshire

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

Over the years I had multiple pensions and wanted to find out the best way to deal with them jointly rather than having loads of little bits here and there

How has Dan Barnard helped you?

We looked at the best options to pool them all in to one pot, assess what my plans for the future were, what risk I was prepared to take and how best to invest the money into the best pension scheme for me

Have you seen the outcome you were hoping for?

Well, as much as we can within our control. Unfortunately the markets have been volatile over the last 12-18months so haven't performed as we'd like, but I'm looking at the long game

What could they have done better?

I don't believe we could do too much else, we have made some minor tweaks and we monitor how those changes are performing

Dan's reply

Thank you so much for your feedback Mark - I really appreciate your response. Regards, Dan.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Wiltshire

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

I am self-employed and initially contacted Dan to discuss opening a private pension.

How has Dan Barnard helped you?

Dan provides detailed advice, explained in a way that the client understands. He responds quickly to any queries and keeps me updated if there are any changes which might affect my portfolio or investment goals.

Have you seen the outcome you were hoping for?

Yes

Dan's reply

Thank you so much for sharing your experiences Sophie - I really appreciate your thoughts and the time you took to document these. Regards, Dan.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Buckinghamshire

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

My previous adviser passed away.

How has Dan Barnard helped you?

During the years I have worked with Daniel he has dealt with my finances in a clear and concise manner, making it easy for me to understand. When ever I have contacted him his response has been prompt, friendly and courteous. I trust him implicitly and know he will advise me on what is best for me.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Dan's reply

Thank you so much for taking time to give this feedback Vicky. I really value the kind words you have shared. Regards, Dan.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Buckinghamshire

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

I was initially looking for some advice regarding taking part of the 25% tax free lump sum to put towards clearing the mortgage. Plus, possibly amalamating two pensions into one.

How has Dan Barnard helped you?

He has reviewed all my current pensions and has advised the best way forward regarding amalgamating two of my pensions which will benefit myself in the future. He has also helped in arranging the transfer of a small amount from the 25% tax free lump sum.

Have you seen the outcome you were hoping for?

Yes, I am pleased with the suggestions and advise I received from Dan, which will help with my future planning regarding the mortgage and pensions going forward.

What could they have done better?

I'm not sure to be honest, as I am still learning and finding out everything to do with my current pensions.

Dan's reply

Hi John. Thank you so much for sharing your experiences. I really appreciate your thoughts and feedback and hope that we can build a solid working relationship over the coming years. Regards, Dan.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Wiltshire

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

Due to I'll health and having to take early retirement.

How has Dan Barnard helped you?

Dan helped me sort out all my paper files and my private pensions.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Can not think of anything.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Berkshire

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

I am getting to the age where I need to sort my finances in place.

How has Dan Barnard helped you?

Very good financial advice over the years.

Have you seen the outcome you were hoping for?

Seems to have done yes.

What could they have done better?

Not sure.

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

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

Too many pension pots

How has Dan Barnard helped you?

Did everything for me

Have you seen the outcome you were hoping for?

Very much so

What could they have done better?

N/a

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

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

I was fed up with more interest rates from Bank

How has Dan Barnard helped you?

Yes very professional

Have you seen the outcome you were hoping for?

Initially but in it for the long term so hopefully will see higher teturn

What could they have done better?

I’m not that they could

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Hampshire

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

I was looking to make the most of my pension pot while I was still employed

How has Dan Barnard helped you?

Dan has advised on where my money would best be invested and has monitored the progress, advising if and when it would be best to move to another investment

Have you seen the outcome you were hoping for?

Yes. The markets have been tough following the Truss effect but my pension fund has performed better than average

What could they have done better?

Based on the amount of risk I’m willing to take, I don’t think so.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Berkshire

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

Having been made redundant I wanted to maximise the return on my payment & plan for my retirement

How has Dan Barnard helped you?

Helped me to invest & review my current pensions with a view to consolidating the,

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Buckinghamshire

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

We were setting up a will and moving house, so decided to review our pensions at the same time

How has Dan Barnard helped you?

He has consolidated our pensions for us and helped us find the plan that returns the best investment based on our attitudes to risk. He has also helped ulto ensure we are saving enough for a comfortable retirement and highlighted where there are shortfalls.

Have you seen the outcome you were hoping for?

To a degree, yes, but not fully as we have a way to go until retirement

First impression from a user who is not yet a client

May, 2023

Overall

Please provide a brief comment about your experience with Dan

Dan is friendly, reliable and an excellent communicator. He explains risk, impact and procedure in accessible language enabling us to make informed decisions confidently.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Berkshire

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

As I approach retirement age I wanted to maximise my investments.

How has Dan Barnard helped you?

To put me on the path to attain maximum returns on my investments.

Have you seen the outcome you were hoping for?

To early to say at this point in time.

What could they have done better?

As far as I am aware, nothing.

First impression from a user who is not yet a client

May, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Please provide a brief comment about your experience with Dan

Daniel was very honest, straightforward, clear & engaging.

Review from verified client

March, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Berkshire

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

retirement planning

How has Dan Barnard helped you?

Found pension suited to my needs and aspirations

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Daniel was excellent

Review from verified client

March, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Monmouthshire

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

Needing pension advice

How has Dan Barnard helped you?

To look at my pension portfolio and see how best to invest.

Have you seen the outcome you were hoping for?

I hope so!

Review from verified client

February, 2022

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Oxfordshire

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

Merge pensions

How has Dan Barnard helped you?

He did everything with perfection and made me money in the process

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing

First impression from a user who is not yet a client

November, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Please provide a brief comment about your experience with Dan

Dan was clear and concise in discussing our financial needs. He fully understood our requirements and is arranging a plan for us to discuss.

First impression from a user who is not yet a client

October, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Please provide a brief comment about your experience with Dan

5 is the best very pleased with his advice clear and informative.

Review from verified client

July, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Berkshire

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

some complex issues to decide

How has Dan Barnard helped you?

suggested a financial plan, pensions, life insurance and investments

Have you seen the outcome you were hoping for?

yes

Review from verified client

July, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Gloucestershire

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

Disappointed with high street bank

How has Dan Barnard helped you?

Advice and Direction

Have you seen the outcome you were hoping for?

Yes

Review from verified client

July, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Carmarthenshire

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

Had proceeds of sale of house to invest

How has Dan Barnard helped you?

Advised

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

July, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Wiltshire

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

Ongoing investment plan

How has Dan Barnard helped you?

Excellent advice, explaining all options to me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Face to face visit, but under the circumstances not possible

Review from verified client

July, 2021

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

Based in Caerphilly

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

To Invest Money which was left to us by My Parents

How has Dan Barnard helped you?

Dan keeps us up to date regularly with how our investments are doing & goes above & beyond to help with other financial issues… We feel he is someone who is honest & trustworthy & gives us the very best advice always!!

Have you seen the outcome you were hoping for?

Yes … We are very happy with our investment Outcomes!

What could they have done better?

We couldn’t ask for anything better from him he has helped us a lot

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Berkshire

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

Had Inheritance money left to me with which I wanted to invest

How has Dan Barnard helped you?

He was understanding of my circumstances and what I was looking to invest my money in. Also there where further products which he was able to help me with (Remortgage/Protection/Insurance)

Have you seen the outcome you were hoping for?

Most definitely

What could they have done better?

Nothing

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Hampshire

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

Pension consolidation

How has Dan Barnard helped you?

Consolidation and life insurance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Vale of Glamorgan

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

Previous Advisor left the industry. Referred to Dan. Received sensible, practical advice on investments

How has Dan Barnard helped you?

Sourced info from the market, discussed options and put investment product in place

Have you seen the outcome you were hoping for?

Too early to say, but the data supports good expectations

What could they have done better?

No, all seems good. Dan is always very pleasant and helpful. Talks in a language which is easy to understand.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Wiltshire

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

We were transferred from another adviser.

How has Dan Barnard helped you?

He visits us at home and takes time to explain everything.

Have you seen the outcome you were hoping for?

It's long term but all going well so far.

What could they have done better?

Can't think of anything.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Herefordshire

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

We needed help in investing our savings

How has Dan Barnard helped you?

Giving advice. Moving money between accounts. Securing a remortgage on our property.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Can’t think of anything

Review from verified client

January, 2021

Overall

Advice

Value

Service

Based in Wiltshire

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

Our existing advisor had to hand over due to illness

How has Dan Barnard helped you?

Dan allowed us to maintain our retirement income despite the volatile nature of the markets during Brexit and coronavirus pandemics

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Somerset

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

Getting close to retirement

How has Dan Barnard helped you?

Advice concerning pensions

Have you seen the outcome you were hoping for?

I hope so!

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Caerphilly

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

Daniel took over our account from somebody who retired

How has Dan Barnard helped you?

He made sure our investment was suitable for our needs.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Monmouthshire

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

Planning for retirement, investment and savings.

How has Dan Barnard helped you?

After the loss of my husband Dan arranged the transfer of his holdings. My previous advisor had failed to do this after a year.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

As far as I am concerned nothing. Always been happy .I have recommended Dan to friends and family.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Caerphilly

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

Daniel was introduced by another FA

How has Dan Barnard helped you?

Daniel has been most helpful with his Advice and always keeping me up to date

Have you seen the outcome you were hoping for?

Yes, my monthly income has been realised

What could they have done better?

Daniel is helpful and courteous and always does what he says and most efficiently

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Wiltshire

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

Local

How has Dan Barnard helped you?

Pensions

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Hertfordshire

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

I had accumulated several company pensions of varied value over 20 years of employment, as well as my own personal pension. I had no real visibility or any idea how to make them as productive and secure as they could be. I wanted to consolidate in order to help keep track and make sure I was using them to their full potential.

How has Dan Barnard helped you?

Dan helped with every step of the process, and in doing so took it from a daunting and complicated challenge to very simple on my part. The service was friendly, knowledgable & accessible even to someone like me who knows very little about this area. I was immediately put at ease, and everything was explained in a way that made me feel involved and entirely taken care of.

Have you seen the outcome you were hoping for?

More than. I now have one pension, which was carefully researched, chosen and vetted by my advisor whilst keeping me in control. I would highly recommend Dan's help to anyone looking to understand and make the most of their pensions.

What could they have done better?

I have nothing to suggest! The only downside was lockdown making a face-to-face meeting impossible, but the fact that this was successfully completed so swiftly via online meetings is another testament to the great service.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Wiltshire

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

Recommended from previous FA who was leaving the sector.

How has Dan Barnard helped you?

Financial planning, pension and insurance reviews.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

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

the financial advisor I had previously passed away in February and after a long delay Dan Barnard was assigned to me

How has Dan Barnard helped you?

He answered my queries, and was helpful with advice

Have you seen the outcome you were hoping for?

yet

What could they have done better?

Cant think of anything, It has been difficult as we have had to conduct all business at a distance without ever meeting face to face. b ut we have managed successfully

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Bedfordshire

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

My advisor Tony Hayward died.

How has Dan Barnard helped you?

He brought me up to date with the current situation and offered helpful advice on what I should do with the funds I have

Have you seen the outcome you were hoping for?

So far, yes.

What could they have done better?

There isn't anything Dan could have done better.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Cardiff

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

Change in circumstances and needing a new mortgage

How has Dan Barnard helped you?

Provided all the information we needed

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Cornwall

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

Inheritance

How has Dan Barnard helped you?

Dan took over from a previous advisor who left due to health reasons. Dan oversees my investments to offers advice and guidance when I require it.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I’m happy with the current service as it stands

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Berkshire

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

I received a sum of money as a gift from family. I wanted to invest my money and also learn about the stock market and different ways of using my money.

How has Dan Barnard helped you?

Dan was clear, concise and happy to answer all questions I had. He had worked hard to create visuals to support my understanding of what was going to happen to my money, the risks of my choices and the possible future of my money. He did this with a friendly and professional manner.

Have you seen the outcome you were hoping for?

Yes, and have received updates and clarity from Dan throughout.

What could they have done better?

I couldn’t have asked for better service from Dan.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Torfaen

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

INHERITANCE PLANNING

How has Dan Barnard helped you?

INHERITANCE AND RETIREMENT PLANNING

Have you seen the outcome you were hoping for?

YES

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Monmouthshire

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

Wanted advice for retirement planning

How has Dan Barnard helped you?

Dan provided clear and thorough advice regarding my financial planning

Have you seen the outcome you were hoping for?

Investments are performing reasonably well

What could they have done better?

Excellent service provided. No recommendations for improvement necessary

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in East Riding

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

Needed a Financial Advisor following taking early retirement due to ill health and needed to someone to look at assets and pension provision in order to maximise income

How has Dan Barnard helped you?

Dan reviewed my situation and provided excellent advice in respect of pension and investment portfolio. Very clear advice, easy to understand and with no pressure

Have you seen the outcome you were hoping for?

Yes, happy with everything

First impression from a user who is not yet a client

November, 2020

Overall

Please provide a brief comment about your experience with Dan

I never had any contact from Daniel Barnard

Dan's reply

Hi Chas Apologies again for my lack of contact. I'm pleased we have managed to touch base this morning and i look forward to speaking with you again in more detail tomorrow at 2.30pm. Regards Dan

Review from verified client

May, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

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

We have used FA Wealth for a number of years. Due to a recent health scare, we thought it prudent to re-assess our financial situation.

How has Dan Barnard helped you?

Daniel offered advice on a number of aspects relating to securing a better deal for pensions and life insurances for both myself and my wife.

Have you seen the outcome you were hoping for?

Not yet (changes are currently being made), but the outcome looks promising and the additional financial security we now have from Daniel's advice provides a greater peace of mind even at this early stage.

What could they have done better?

Hard to say. Daniel visited us in our own home twice. Once to gather the relevant information and then to offer advice (which we took).

Review from verified client

April, 2019

Overall

Advice

Service

Value

Based in Wiltshire

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

Allied Dunbar AVC pension that had matured needed to find the best options for this money to be invested.

How has Dan Barnard helped you?

He looked into various options to make best use of the money.

Have you seen the outcome you were hoping for?

Yes I think so. Time will tell as to whether the plan its in is a good one

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Berkshire

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

The Circumstances were that I was looking for a way to invest and save money for short term, mid term and long term.

How has Dan Barnard helped you?

Daniel Barnard helped me by showing 3 different investments that I could invest my money into and these were short term savings, mid term savings and long term savings and he also advised me on how much money should go into each investment.

Have you seen the outcome you were hoping for?

Yes I have definitely seen the outcome I was looking for.

What could they have done better?

I personally feel that there was nothing the financial adviser could have done better because he advised me on everything I needed to know along with additional information.

First impression from a user who is not yet a client

February, 2019

Overall

Please provide a brief comment about your experience with Dan

Daniel contacted me quickly after I registered with VouchedFor, and arranged a free face to face meeting to discuss my situation. He is articulate, well informed, and very approachable. I look forward to working with him on an ongoing basis and am grateful to VouchedFor for the introduction.

Dan's reply

Hi Sophie, Thanks very much for the comments you have provided! I really enjoyed meeting with you yesterday and I too am looking forward to working with you going forward. Have a great trip! Regards Dan

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in Wiltshire

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

To bring all our small pensions together.

How has Dan Barnard helped you?

He looked into which would be the best options for us.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Berkshire

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

We wanted review our life insurance and look at some different policies that we could put in place for our children.

How has Dan Barnard helped you?

Daniel was fantastic, he listened carefully to all our needs and looked in great detail at the policies we already have and looked at where we could make some changes, to make our policies more suitable for our current situation and to ensure we’ve got the best cover for our family.

Have you seen the outcome you were hoping for?

Yes. Three new policies set up, all very reasonably priced.

What could they have done better?

Nothing, we were very pleased with the service.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Berkshire

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

We have a son on the Autism Spectrum. We need to make arrangements for when we are no longer around.

How has Dan Barnard helped you?

He teamed up with a Will writing consultant to help us protect our son’s interest should any unforeseen circumstances arise. Dan is honest and open about outcome vs cost.

Have you seen the outcome you were hoping for?

Not yet. Still early days.

What could they have done better?

Dan is great as he is. Friendly and honest.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Buckinghamshire

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

We wanted to review our investments.

How has Dan Barnard helped you?

By guiding us to a decision that we were content with.

Have you seen the outcome you were hoping for?

To early to know.

What could they have done better?

I do not know.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Wanted to review our investments

How has Dan Barnard helped you?

By helping us reach a decision that was approppriate

Have you seen the outcome you were hoping for?

To soon to say.

What could they have done better?

I am not sure.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Berkshire

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

Needed to update our life insurance and investment advice

How has Dan Barnard helped you?

He spent a lot of time finding out what we needed and searched the market for the best product to help us reach our end goals

Have you seen the outcome you were hoping for?

Early days yet but very happy with service

What could they have done better?

Their commission could have been less for the ISA but is fairly standard within the industry

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Bristol

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

We have had financial advice re investments for many years. Mr Barnard took over from our previous adviser who handed us on to Mr Barnard's firm.

How has Dan Barnard helped you?

Regular updates. Approachable and listens to our concerns and aspirations. As clients, we feel we have a good rapport and can trust him to work effectively and promptly on our behalf. We now have a greater understanding of how investments operate and more feel confident in following their performance.

Have you seen the outcome you were hoping for?

We feel our expectations have been met

What could they have done better?

It is difficult to be specific, as we regard the service we currently receive in a positive way and feel that if problems or issues arose that gave concern, we would be able to satisfactorily resolve them

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in London

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

Having taken out a mortgage I required life insurance for my partner and myself so went to Dan.

How has Dan Barnard helped you?

He arranged our life insurance, answered all of our questions, professionally probed further where it was needed to ensure we were taking out the right product for our needs.

Have you seen the outcome you were hoping for?

Yes, he found a deal that matched our circumstances and a rate which was within our budget.

What could they have done better?

I don’t feel there was much more Dan could have done for us, perhaps only to have had Dan’s services earlier as everything was straight forward and transparent which we appreciated.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Berkshire

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

Retirement planning for the future

How has Dan Barnard helped you?

Advise on pension options and maximising our income

Have you seen the outcome you were hoping for?

Time will tell! But advise seemed sensible and I liked the risk profiling assessment to align to my level of risk comfort.

What could they have done better?

On reflection we were only really given one option to move to. Although I am happy with what was offered it would have been helpful to see a different company (other than old mutual) to compare costs and forecasts.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Berkshire

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

Multiple company pensions

How has Dan Barnard helped you?

Advised best to consolidate and move to a better return provider

Have you seen the outcome you were hoping for?

Not yet, only just done.