David's reviews
Reviewed for
Insurance and Protection ( 11 )
Mortgages ( 5 )
Pensions ( 71 )
Retirement income (annuities, drawdown) ( 34 )
Auto Enrolment ( 2 )
Investments and Savings ( 61 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 23 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 29 )
Financial Mentoring ( 12 )
Financial Coaching ( 9 )
( 1 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 16 )
£100k - £200k ( 9 )
£50k - 100k ( 3 )
Up to £50k ( 4 )
( 1 )
Repeat review
by a verified client in Merseyside
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Lloyd helped you since your last review?
on going financial coaching and advice
Repeat review
by a verified client in Lancashire
3 months ago
Overall
Value
Service
Advice
This review is a follow-up review from a client who left a review previously.
How has David Lloyd helped you since your last review?
Fantastic service by David & the Team.
Repeat review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Lloyd helped you since your last review?
David has continued to provide excellent advice and support - incredibly responsive and always on hand when needed. The regular reviews are always great quality, and most importantly are completely tailored around what I'm looking to achieve and what's important to me, making sure that we're on track towards long term goals.
Repeat review
by a verified client in Merseyside
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Lloyd helped you since your last review?
By providing detailed information on the last budget.
Repeat review
by a verified client in Lancashire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Lloyd helped you since your last review?
A comprehensive financial revue with advice and encouragement for the future