Daniel's reviews
Reviewed for
Insurance and Protection ( 44 )
Mortgages ( 15 )
Pensions ( 129 )
Equity Release ( 7 )
Retirement income (annuities, drawdown) ( 33 )
Investments and Savings ( 106 )
Pension Transfers - Non Specialist ( 31 )
Inheritance Planning ( 9 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 18 )
Financial Planning ( 30 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 21 )
£200k - £500k ( 27 )
£100k - £200k ( 17 )
£50k - 100k ( 14 )
Up to £50k ( 14 )
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Daniel
We have only had an initial meeting with Daniel so far, but the experience from having our introductory videocall and the process of arranging the meeting has been straightforward and professional. During our meeting Daniel was reassuringly thorough in working through our objectives. We discussed possible options of what I could benefit from according to the information I provided him with. The overall feeling is that he will go above and beyond for his clients.
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I inherited some money and wanted to plan for retirement
How has Daniel Karim helped you?
Daniel has always been helpful, knowledgeable and professional. He spent time assessing my financial needs, wishes and circumstances to make the best decisions on managing my money. He advised me on investments and pension planning according to my risk profile but also reviewed this and made changes when needed which improved the return on my money.
Have you seen the outcome you were hoping for?
Yes, I have invested and saved money in funds which are doing well and I am happy with the pension planning
What could they have done better?
No problems
Review
by a verified client in Outside UK
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I inherited some money and wanted to make sure it is being looked after for the next generation.
How has Daniel Karim helped you?
Daniel helped me managed my investments based on my lifestyle and long term needs. Also keeps me ground especially with recent US policy.
Have you seen the outcome you were hoping for?
I am pleased with the results on my portfolio
Daniel:
Thank you for your kind and helpful review. It's a real pleasure and privilege to have been helping you for these last 5 years, through some interesting and really good and productive times, but also latterly, in the not so good times, with the turbulence from the US Tariffs, where (as you say) I've helped keep you grounded - being your neutral and experienced devil's advocate - weathering the temporary storm, whilst waiting for the bounce back, that you've just witnessed.First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Daniel
Friendly, experienced. Listened and understood my needs.
Daniel:
I'm glad you feel I listened to you and understood your needs. Yes, we certainly did have a friendly, 2 way conversation. Thank you for your review.First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Daniel
Polite, friendly, knowledgeable but not too pushy.
Daniel:
Thank you very much for your initial impressions review. I enjoyed our conversation and I hope that you did too.