David's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 2 )
Pensions ( 9 )
Retirement income (annuities, drawdown) ( 4 )
Investments and Savings ( 12 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 3 )
Pension Transfers - Specialist ( 2 )
Reviewers' assets
£200k - £500k ( 1 )
£100k - £200k ( 4 )
£50k - 100k ( 1 )
Up to £50k ( 5 )
Review
by a verified client in Tyne and Wear
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted more tailor made, specific advice
How has David Fort helped you?
Very knowledgeable. He really seemed to tune into what we wanted as a family.
Have you seen the outcome you were hoping for?
Yes. Very confident and comfortable with what David has put together for us
Review
by a verified client in Northumberland
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed a trusted and experienced financial advisor to invest with
How has David Fort helped you?
David has helped us over the last 10 years or more with investing our money
Have you seen the outcome you were hoping for?
Yes we have many times over and very happy
What could they have done better?
Nothing at all I’m extremely happy what he does
Review
by a verified client in Durham
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed help and advice
How has David Fort helped you?
Giving us options on what we could do and plans for retirement
Have you seen the outcome you were hoping for?
Plans are in place to try and make that happen
What could they have done better?
Everything so far has been good so nothing could have been better
Review
by a verified client in Durham
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Final Salary Pension Advice
How has David Fort helped you?
Took us through each step of transferring pensions
Have you seen the outcome you were hoping for?
Yes we have
What could they have done better?
Nothing - Everything has been covered
Review
by a verified client in Northumberland
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had some spare financies available to me,I have known and used david for over 10 years ,he is always first port of call.
How has David Fort helped you?
Advice and investing some funds to my needs.
Have you seen the outcome you were hoping for?
Yes I have always got good returns with David,.
What could they have done better?
Very satisfied with David.