Daniel Turner

Daniel Turner

Greenways Financial Planning

Daniel's reviews

Reviewed for

Insurance and Protection ( 31 )

Mortgages ( 34 )

Pensions ( 12 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 4 )

Investments and Savings ( 4 )

Pension Transfers - Non Specialist ( 3 )

Inheritance Planning ( 1 )

Pension Transfers - Specialist ( 1 )

Financial Planning ( 5 )

Financial Mentoring ( 2 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 3 )

£200k - £500k ( 3 )

£100k - £200k ( 5 )

£50k - 100k ( 3 )

Up to £50k ( 14 )

Review

by a verified client in Essex

17 days ago

Overall

Advice

Service

Value

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

I had a few defined contribution pensions and wanted to amalgamate them into an annuity on retirement.

How has Daniel Turner helped you?

We looked at all the options with Daniel including drawdown and came to the conclusion that an annuity was the best choice for us.

Have you seen the outcome you were hoping for?

Yes the annuity has been set up and we are happy with the outcome.

What could they have done better?

Nothing it all went to plan.

Repeat review

by a verified client in Essex

2 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Daniel Turner helped you since your last review?

I contact Daniel regarding some information I want regarding my pension/mortgage overpayments. He came back to me with lots of detail and advice.

First impression

by a VouchedFor user

3 months ago

Overall

Please provide a brief comment about your experience with Daniel

Dan was very helpful to explain what a credit score is and how different decisions can affect it, as well as what a good or bad credit score does for me. He enabled me to make my own decision in what my best next step is.

Review

by a verified client in Suffolk

4 months ago

Overall

Advice

Service

Value

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

Buying our first home.

How has Daniel Turner helped you?

He has helped us buy our 2 homes in the last 2/3 years.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing . Response time is impeccable and attention to detail. We always had an answer within 24 hours and we l were also satisfied with his answers.

Review

by a verified client in Hertfordshire

5 months ago

Overall

Advice

Service

Value

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

I was looking for mortgage advisor.

How has Daniel Turner helped you?

Very much so.

Have you seen the outcome you were hoping for?

I purchased Income Protection,Life insurance with Critical Illness and Pension through him.

What could they have done better?

Nothing really.