David's reviews
Reviewed for
Insurance and Protection ( 5 )
Pensions ( 75 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 30 )
Auto Enrolment ( 2 )
Investments and Savings ( 65 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 23 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 16 )
Financial Planning ( 30 )
Financial Mentoring ( 7 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 25 )
£200k - £500k ( 11 )
£100k - £200k ( 8 )
£50k - 100k ( 5 )
Up to £50k ( 8 )
Review
by a verified client in Hampshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Was looking to get advice on pensions and life insurance
How has David Grant helped you?
Helped me with financial planning and pensions, as well as life insurance
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Fees are quite high, but the service is worth it
Review
by a verified client in Hampshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Have been with David for nearly 30 years. His advice/help has been invaluable.
How has David Grant helped you?
Pensions, life insurance
Have you seen the outcome you were hoping for?
Very much so
What could they have done better?
Very little
Review
by a verified client in Surrey
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
In retirement we wanted to travel & enjoy ourselves but also needed to know our savings would be sufficient to do these things.
How has David Grant helped you?
He understands our situation entirely & is always positive about our lifestyle choices. In fact I never give our savings a thought as I know David is on the case.
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Don’t think he could
Review
by a verified client in Surrey
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice on my retirement planning and pension arrangements
How has David Grant helped you?
David has provided ongoing advice over many years on my pension and investments, ensuring a sustainable level of income while maintaining capital growth.
Have you seen the outcome you were hoping for?
Yes, my key objectives have been secured through sensible planning and anticipating issues.
What could they have done better?
David’s advice has been consistently sound.
Review
by a verified client in Buckinghamshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I looked to David for financial planning for retirement.
How has David Grant helped you?
David has provided excellent advise and illustrations for retirement planning and his advise is clear and concise.
Have you seen the outcome you were hoping for?
So far everything is going to plan and David is excellent at follow up and regularly checking in.
What could they have done better?
At present and for the duration of the time I have known David I have not found anything that could be improved.