David Holland

David Holland

Globe Independent Financial Advisors Ltd

David's reviews

Reviewed for

Insurance and Protection ( 4 )

Mortgages ( 2 )

Pensions ( 47 )

Equity Release ( 6 )

Retirement income (annuities, drawdown) ( 35 )

Investments and Savings ( 28 )

Pension Transfers - Non Specialist ( 16 )

Inheritance Planning ( 4 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 15 )

Financial Planning ( 8 )

Financial Mentoring ( 2 )

Reviewers' assets

£500k+ ( 18 )

£200k - £500k ( 9 )

£100k - £200k ( 6 )

£50k - 100k ( 3 )

Up to £50k ( 7 )

Review

by a verified client in Middlesex

15 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Out of our depth without help.

How has David Holland helped you?

We needed a Lifetime Mortgage. David Holland met us to discuss our requirement, obtained quotes, discussed all relevant issues, and made a recommendation which we accepted

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Perfectly happy with the service

David:

Dion, many thanks for your endorsment. It has been a pleasure acting for you.
Review

by a verified client in Lancashire

22 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Needed to combine several Pensions into one

How has David Holland helped you?

Sorted out all pension funds, Especially one particularly difficult fund and kept me informed all the way through

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, everything was done very well and I was kept informed all the way through

David:

Alan, many thanks for your endorsment. Interesting that you told me that your colleagues also had trouble taking benefits from your workplace pension plan. I have just recruited another client in the same scheme so will now know how to handle it. Sorting your pensions took longer than usual and I thank you for your patience.
Review

by a verified client in Middlesex

a month ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I needed help in sorting out some of my late husband’s investments.

How has David Holland helped you?

David has contacted companies on my behalf, ensured that all investments are now in my name and drawn up an inventory of these assets prior to making decisions as to how to move forward.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing I can think of.

First impression

by a VouchedFor user

2 months ago

Overall

Please provide a brief comment about your experience with David

David has given me some valuable advice with a pension. He was patient, diligent and gave me some options that I had not even thought about. I would thoroughly recommend him.

Review

by a verified client in London

2 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I required advice and support in making arrangements to draw my pension

How has David Holland helped you?

David, calmly and carefully, took me through the process, arranged for annuity quotations, provided advice on the best options for me

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Very litle. Dave provided all the services I required in a timely and very professional manner

David:

So happy to be of service. Many thanks for your review. Regards Dave.