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.