Daniel's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 78 )
Retirement income (annuities, drawdown) ( 85 )
Investments and Savings ( 61 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 39 )
Long Term Care ( 13 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 48 )
Financial Mentoring ( 11 )
Financial Coaching ( 5 )
( 1 )
Reviewers' assets
£500k+ ( 18 )
£200k - £500k ( 29 )
£100k - £200k ( 15 )
( 1 )
Up to £50k ( 2 )
£50k - 100k ( 6 )
Review
by a verified client in Hampshire
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed someone with the expertise to manage my pension
How has Daniel Whitton helped you?
Dan has always given good advice on my investments and they have grown above expectations
Have you seen the outcome you were hoping for?
Yes the outcome so far has been good
What could they have done better?
To date nothing
Review
by a verified client in Hampshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When we needed financial advise about retirement
How has Daniel Whitton helped you?
Always given helpful honest advise
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Made me more money!
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To ensure all pensions and savings were secured and appropriately invested to protect and maximise the benefits
How has Daniel Whitton helped you?
Daniel recommended options for sensible future long term and present use of funds and was there to ensure I understood the facts.
Have you seen the outcome you were hoping for?
Situation ongoing, however satisfied that all going to plan.
What could they have done better?
At present satisfied with results.
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement and seeking bespoke investments.
How has Daniel Whitton helped you?
Advised on the best means to invest my funds and spare income in the short and longer term.
Have you seen the outcome you were hoping for?
Yes. I was made aware of the risks involved.
What could they have done better?
Nothing.
Review
by a verified client in Devon
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Daniel Whitton helped you?
He has managed my drawdown requirements and reviewed my financial situation annually
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not aware of anything