David Brown

Please provide a brief comment about your experience with David

David was brilliant in offering clear and concise advice to me during a difficult period.

Please provide a brief comment about your experience with David

David has been extremely thorough and professional in all of our business. Never suggesting anything that is not suitable for me

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

Financial planning

How has David Brown helped you?

David as been a great help in our financial planning and pension advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

David could not have done anymore for us with the financial help he has given us over the years. His advice has always been excellent.

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

Planning date for retirement

How has David Brown helped you?

David explained all my options (even though i kept changing the goal posts). He gives clear advice and is patient when answering my many questions

Have you seen the outcome you were hoping for?

Will do as date at end of year

What could they have done better?

Everything perfect. No improvements needed

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

Retirement meant i needed to make the best of my pension and savings to ensure i got the best advise available

How has David Brown helped you?

I have known David now for 3+ years and i continue to use his service for financial planning including pensions and savings

Have you seen the outcome you were hoping for?

Absolutely