Daniel's reviews
Reviewed for
Insurance and Protection ( 44 )
Mortgages ( 15 )
Pensions ( 128 )
Equity Release ( 7 )
Retirement income (annuities, drawdown) ( 33 )
Investments and Savings ( 105 )
Pension Transfers - Non Specialist ( 31 )
Inheritance Planning ( 8 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 18 )
Financial Planning ( 29 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 21 )
£200k - £500k ( 27 )
£100k - £200k ( 16 )
£50k - 100k ( 14 )
Up to £50k ( 14 )
Review
by a verified client in Outside UK
12 days 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
17 days 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
19 days 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.First impression
by a VouchedFor user
22 days ago
Overall
Please provide a brief comment about your experience with Daniel
Daniel was very easy to talk to as well as reassuring and knowledgeable, prompting us to consider aspects of our financial future which we had not thought about. He explained things clearly and left us with a step by step plan for moving forwards. We would not hesitate to recommend him to friends and family who were considering engaging a financial adviser.
Daniel:
I’m very grateful to you for this really kind review, which I’m sure will also help others, looking for an adviser like me. I’m pleased that you found me easy to talk to and reassuring. I’m also glad to have got you thinking about important things that you hadn’t to date. Thank you!Review
by a verified client in Kent
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and scattered pension consolidation
How has Daniel Karim helped you?
Most recently the recommendation to switch the investment target which met / improved my return hopes and risk profile.
Have you seen the outcome you were hoping for?
So far so good!
What could they have done better?
Let’s make sure we keep regular 1 to 1 comms arranged as it adds much to the on line info available.
Daniel:
Thank you for this kind and helpful review, plus the constructive feedback. We’ve certainly been through some interesting times, plus World events over the last 4 years. Yes, we’ll certainly keep the regular 1 to 1comms arranged, as regular discussions and reviews are really important, for many reasons. It was in fact one of these that brought about the discussion of and resultant investment switches, linked to your plans and goals etc – the cost effectiveness, extra diversification, plus risk management, plus improved returns, are all very pleasing. Looking forward to continuing to help you over the medium to long term!