David's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 42 )
Retirement income (annuities, drawdown) ( 25 )
Investments and Savings ( 5 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 2 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 6 )
Financial Mentoring ( 1 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 3 )
£100k - £200k ( 6 )
£50k - 100k ( 4 )
Up to £50k ( 5 )
Review
by a verified client in Hertfordshire
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A need to understand what I can do in the near (and distant) future to ensure I get the best from the money I have invested.
How has David Lawrance helped you?
By explaining what I can, and shouldn't, do to maximise my future financial wellbeing.
Have you seen the outcome you were hoping for?
So far, yes.
Review
by a verified client in Cambridgeshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To find out all the options around taking pensions
How has David Lawrance helped you?
David was very helpful in how he explained the different options for us to consider. He is a very likeable person who immediately put us at ease and we felt we could trust him.
Have you seen the outcome you were hoping for?
We are pleased with the advice given which enabled us to make the right decisions for us
Review
by a verified client in Northamptonshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband and I are approaching retirement and needed help and advice on starting to draw on our pensions.
How has David Lawrance helped you?
David was able to explain everything in simple terms for us to understand and advise us on the best way forward. He listened to us and we felt very comfortable talking to him.
Have you seen the outcome you were hoping for?
Everything is being put it place for us to achieve our desired outcome. It has been a very easy process with David's help
What could they have done better?
I don't believe his service could be improved.
Review
by a verified client in Cambridgeshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions and retirement advice is something you can not afford to get wrong. Getting the right advice, at the right time is crucial for a better retirement
How has David Lawrance helped you?
David was able to advise on the options available to me. I didn't have a big pension pot but he explained everything in detail and in a way I could understand, in order for me to make the most of what I had
Have you seen the outcome you were hoping for?
I am more than happy with the final outcome based on the information and advice given to me.
What could they have done better?
I can't think of anything they could have improved on. The service provided was very responsive, professional and informative but at the same time, friendly and helpful.
Review
by a verified client in Lincolnshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has David Lawrance helped you?
I have been able to retire early and I am confident that my finances are being well looked after
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
In view of the outcome achieved I do not believe anything could have been done better