Daniel's reviews
Reviewed for
Pensions ( 2 )
Retirement income (annuities, drawdown) ( 2 )
Investments and Savings ( 1 )
Inheritance Planning ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 2 )
Reviewers' assets
£500k+ ( 1 )
Review
by a verified client in Cornwall
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Unhappy with my previous advisers who provided unsatisfactory advice on receiving some money from an inheritance and deciding to retire early
How has Daniel Parker helped you?
Dan has talked me through everything. He explains things in a way that is easy to understand, cutting out the jargon, and giving clear and understand advice.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don’t think he could have done anything better. He is approachable. He is clear in his advice. He is straightforward. He explains things in a very clear understandable way
Review
by a verified client in Devon
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were both entering retirement and felt it was time for professional advice
How has Daniel Parker helped you?
He made us focus and actaully make decisions with confidence that they were correct
Have you seen the outcome you were hoping for?
early days and we have only just started and its a very changing world - so time will tell
What could they have done better?
Not sure -- he gave us more confidence than any of the other advisers we had initial meetings with. His approach was far more in depth, wide ranging and open minded than them.