Dan's reviews
Reviewed for
Insurance and Protection ( 21 )
Mortgages ( 7 )
Pensions ( 58 )
Retirement income (annuities, drawdown) ( 29 )
Auto Enrolment ( 1 )
Investments and Savings ( 49 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 6 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 16 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 7 )
£100k - £200k ( 6 )
Up to £50k ( 13 )
£50k - 100k ( 9 )
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 Torfaen
a month 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
3 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.
Review
by a verified client in Hertfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to invest spare funds.
How has Dan Barnard helped you?
Advised us on the most suitable portfolio.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing I can identify.
Review
by a verified client in Wiltshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
transfer of private pension in the past
How has Dan Barnard helped you?
Finding a strong pension fund provider
Have you seen the outcome you were hoping for?
Dan's advice has been strong and funds are doing well
What could they have done better?
No
Review
by a verified client in Gloucestershire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Coming to retirement age
How has Dan Barnard helped you?
Dan supplied all advice and investment information with a simple explanation and information data sheets with the performance of the investments of each of the plans His patient manner and good advice was invaluable Thanks Dan
Have you seen the outcome you were hoping for?
To early to say as only just invested But I have every confidence in the plans which I have invested in
What could they have done better?
Nothing at present