David's reviews
Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 6 )
Pensions ( 134 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 61 )
Auto Enrolment ( 2 )
Investments and Savings ( 155 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 27 )
Long Term Care ( 14 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 45 )
Financial Mentoring ( 7 )
Financial Coaching ( 8 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 33 )
£100k - £200k ( 32 )
( 1 )
Up to £50k ( 21 )
£50k - 100k ( 29 )
Review
by a verified client in Nottinghamshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Spare cash to invest
How has David Murden helped you?
Helped set up accounts, risk profile assessment and took care of the paperwork
Have you seen the outcome you were hoping for?
Yes
Repeat review
by a verified client in Nottinghamshire
17 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Murden helped you since your last review?
David is always keen to help with advice on the progress of our investments. He gives clear explanations of the options and then leaves us to decide on actions in our own time. Excellent.
David:
Thank you Bill for your kind review, it is very much appreciated. Regards DavidReview
by a verified client in Nottinghamshire
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidating multiple pensions.
How has David Murden helped you?
Pension advice.
Have you seen the outcome you were hoping for?
Generally, yes but volatile market conditions can be challenging.
What could they have done better?
The online documents and reports could be more user friendly.
David:
Thank you Roy for your kind review! Very much appreciated! Regards DavidRepeat review
by a verified client in Nottinghamshire
24 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Murden helped you since your last review?
Ongoing management of my pension fund .
David:
Thank you Gill for your kind review and thoughts, it is very much appreciated. Best regards DavidRepeat review
by a verified client in Nottinghamshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has David Murden helped you since your last review?
Explained about pension options And what to do.