David's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 2 )
Pensions ( 50 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 39 )
Investments and Savings ( 29 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 5 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 15 )
Financial Planning ( 8 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 19 )
£200k - £500k ( 9 )
£100k - £200k ( 6 )
£50k - 100k ( 3 )
Up to £50k ( 8 )
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with David
David got back very quickly and was very helpful solving my queries.
David:
Many thanks for your endorsement. I would welcome you as a client in future. Regards.Review
by a verified client in Middlesex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice on how to go about getting an annuity and one that paid out sufficient funds.
How has David Holland helped you?
After an hour's free consultation in which Dave noted down my financial position and listened carefully to my needs going forward, we reached an agreement that he would find me an annuity to suit my needs.
Have you seen the outcome you were hoping for?
Yes. I now have an annuity on the terms that are best for me.
What could they have done better?
Nothing. Dave was attentive and quick to get back to me when I had questions. He explained everything really clearly which I appreciated.
David:
Many thanks for your endorsment. It has been a pleasure working for you.First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with David
Dave called me at 9am on the Monday after the weekend I enquired. He has been very attentive and helpful and I wouldn't hesitate to recommend him.
David:
Thank you for your review. That has set a high standard for me to live up to; which is good.Review
by a verified client in London
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed an independent financial adviser to help me turn a pension pot into an annuity.
How has David Holland helped you?
David talked me through all the different options I had when choosing an annuity and then helped me set up the annuity that was right for me.
Have you seen the outcome you were hoping for?
Yes I am very pleased with the lifetime annuity I have now for my retirement.
What could they have done better?
Nothing, the service provided by David has been excellent.
David:
Simon, many thanks for you endorsment of my retirement planning service.Review
by a verified client in Surrey
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had invested some money for my daughter and wanted that investment to become a trust fund for tax purposes.
How has David Holland helped you?
I did a lot of research and helped me to achieve my goal.
Have you seen the outcome you were hoping for?
yes.
What could they have done better?
Nothing. David did exactly what I was hoping for.