Dave Penny

Dave Penny

Invest Southwest

Dave's reviews

Reviewed for

Insurance and Protection ( 14 )

Mortgages ( 15 )

Pensions ( 25 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 6 )

Investments and Savings ( 33 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 4 )

£100k - £200k ( 7 )

£50k - 100k ( 5 )

Up to £50k ( 21 )

First impression

by a VouchedFor user

8 years ago

Overall

Please provide a brief comment about your experience with Dave

No contact with Dave Penny but one of his co-workers

First impression

by a VouchedFor user

8 years ago

Overall

Please provide a brief comment about your experience with Dave

We saw Paul Booker, he had a very pleasant manner and was prepared to give us as much time as we needed. We have not yet taken up any professional services so are unable to complete this questionnaire fully. We did not discuss charges in any depth.

First impression

by a VouchedFor user

9 years ago

Overall

Please provide a brief comment about your experience with Dave

In fact I met with Paul Gold, and so my comments refer to him. He was very responsive to my concerns and questions, and gave me confidence for possibly proceeding in the future. No question was left un-answered or avoided. I am proceeding with a view to a meeting in 3 or 4 weeks, after which I shall make a definite decision.

First impression

by a VouchedFor user

9 years ago

Overall

Please provide a brief comment about your experience with Dave

I didn't meet Dave Penny himself, but a colleague in his company. He seemed to understand my views about money and was helpful in his advice without being "pushy". He has gone to do some research and will get back with his findings and from there a decision will be made.

First impression

by a VouchedFor user

9 years ago

Overall

Please provide a brief comment about your experience with Dave

I was contacted by Daventry colleague, Paul Booker very quickly. We made an appointment at which time he fully explained the services that he could offer together with their charges. Paul was efficient and friendly and we shall be meeting again to organise my investments.