Daniel's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 26 )
Retirement income (annuities, drawdown) ( 18 )
Investments and Savings ( 20 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 8 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 19 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 3 )
£100k - £200k ( 2 )
Review
by a verified client in Manchester
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was in the process of planning for retirement and needed expert guidance on pension options and financial strategy.
How has Daniel Gordon helped you?
Dan provided exceptional advice. His insights were both thorough and extremely valuable, leading me to make informed decisions that greatly benefited my future financial planning and secure financial security in my retirement. His advice was clear and straightforward, making it easy to understand. He and his team seamlessly handled the annuity transfer, simplifying the entire process for me. Additionally, he offered invaluable professional support during some challenging steps with my pension provider.
Have you seen the outcome you were hoping for?
Yes. My retirement pension arrangements are secure and tailored to my needs.
Daniel:
Thank you so much for your thoughtful feedback. I’m really pleased to hear that the advice and support you received has helped you feel confident and secure in your retirement planning. Ensuring the process is clear and straightforward, while tailoring everything to your individual needs, is always my top priority. I’ll also be sure to pass on your kind words to the team, who work hard to make everything run smoothly in the background. It’s been a pleasure to support you, and I’m delighted we achieved the outcome you were hoping for.Review
by a verified client in Cheshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
financial planning requirement
How has Daniel Gordon helped you?
Planning for retirement and investing
Have you seen the outcome you were hoping for?
on going
Daniel:
Thank you so much for taking the time to share your feedback. I’m really pleased to hear that the retirement and investment planning we’ve been working on together has been helpful. Financial planning is always an ongoing journey, and I look forward to continuing to support you in achieving your long-term goals.Review
by a verified client in Cheshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Daniel Gordon helped you?
Always provides solid reliable advice.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I’m happy with the level/quality of service provided
Daniel:
Thank you so much for taking the time to leave this review. I’m really pleased to hear that you’re happy with the level of service and that the advice has been helpful as you plan for retirement. Providing clear and reliable guidance is always my aim, so it’s great to know this has made a positive difference for you.Review
by a verified client in Lancashire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement
How has Daniel Gordon helped you?
From the very start Daniel was friendly and approachable. He was willing to answer all our questions (however stupid!). He understood quickly what we wanted to achieve and provided us with clear and practical advice. He then actioned our instruction quickly and provided us with regular updates.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Daniel:
Thank you so much for your lovely review. It was a real pleasure getting to know you both and helping you put plans in place for your retirement. I’m glad you felt comfortable asking questions along the way — there’s no such thing as a silly one! I’m delighted you found the advice clear and the process smooth, and I look forward to continuing to support you in the years ahead.Review
by a verified client in Worcestershire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
With my husband about to retire we were looking for someone who could help with pensions and retirement planning, including consolidating various investments held.
How has Daniel Gordon helped you?
Specifically by understanding my risk profile, consolidating various pensions held and advising transfers to other products to receive better outcomes.
Have you seen the outcome you were hoping for?
Yes. Being quite risk averse, I am happy with the advice and results.
What could they have done better?
Nothing in my opinion.
Daniel:
Thank you for your kind review. Retirement is such a big milestone and it’s completely natural to want clarity and peace of mind around pensions and investments. It’s been a real pleasure getting to know you both and helping put everything in place so you can look forward to this next chapter with confidence.