Daniel's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 63 )
Retirement income (annuities, drawdown) ( 70 )
Investments and Savings ( 53 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 35 )
Long Term Care ( 11 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 38 )
Financial Mentoring ( 8 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 23 )
£100k - £200k ( 14 )
( 1 )
Up to £50k ( 1 )
£50k - 100k ( 5 )
Review
by a verified client in Wiltshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
previous advisor retired
How has Daniel Whitton helped you?
how best to invest the money I have and plan for the future
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Review
by a verified client in Hampshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transfered to Daniel as recommended by my previous F/A on his retirement
How has Daniel Whitton helped you?
Our trust in Daniel and his advice has enabled us to make plans with confidence.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not in a position to say
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?
Pension advice.
How has Daniel Whitton helped you?
Through professional and reliable advice on our investment portfolio that has ensured continued growth.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing comes to mind.
Review
by a verified client in East Riding
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have been with hm for many many years and hopefully many more to cpme.
How has Daniel Whitton helped you?
Been very consistent in his messaging so is a real boon and no highs and lows like a roller coaster which again is a very good thing.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing - keep up the good work
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?
For retirement advice.
How has Daniel Whitton helped you?
Daniel found some oddities in one of my pensions that I would have missed and that would have left me worse of. He also suggested better ways for me to invest my pension pot.
Have you seen the outcome you were hoping for?
I have had a better outcome with held from Daniel's advice and guidance.
What could they have done better?
As far as I'm aware nothing.