David Holland

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.

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.

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

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

Equity Release advice as I have only a state pension and increasingly low freelance earnings as I get older.

How has David Holland helped you?

David Holland has advised me on Equity Release over a number of years - changing my provider every so often to get me a better or more appropriate deal. I have never had a work place pension and rely on my state pension and some low earnings as a freelancer, so equity release is an important part of of my financial planning and Dave has facilitated this with great understanding.

Have you seen the outcome you were hoping for?

Yes - I have been very happy with the advice that Dave has given over a number of years.

What could they have done better?

Nothing!

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

Work pension discussed due to my divorce.

How has David Holland helped you?

Advised me on money issues on divorce and pension pot.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

David Holland was excellent. The pension pot people were too slow to action.