Danny's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 3 )
Pensions ( 29 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 23 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 10 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 16 )
Financial Mentoring ( 4 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 6 )
£100k - £200k ( 3 )
Up to £50k ( 1 )
£50k - 100k ( 3 )
Review
by a verified client in London
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My parents were looking for advice on the best ways to invest their funds for the long-term. I now have Power of Attorney for their financial affairs, so deal directly with Danny on their behalf.
How has Danny Wood helped you?
Danny has provided excellent, clear financial advice ever since my parents have been clients.
Have you seen the outcome you were hoping for?
Yes. In particular, Danny has been attentive to the increasing costs of my parents' care over the past few years, making sure that their funds were in the right place to support them and provide the best long-term result.
What could they have done better?
Nothing. Danny is highly competent, responsive, courteous, patient and keeps things simple. He also provides a very "human" and caring approach which feels rare for a financial adviser.
Review
by a verified client in Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions
How has Danny Wood helped you?
Information & his experience
Have you seen the outcome you were hoping for?
Too early.
Review
by a verified client in Yorkshire
2 years ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
Originally a remortgage, life policies and basic financial advice. This has developed into pension advice and retirement planning
How has Danny Wood helped you?
Most recently retirement planning and how best to use the funds i have. This will be key in the next 7 months as my fixed mortgage comes to an end. We are developing a plan to part-cash in some of my funds and "crystalize" them in order to part pay back the remaining balance leaving a lower borrowing requirement.
Have you seen the outcome you were hoping for?
So far so good
What could they have done better?
At this stage I am satisfied with the service received and the attentiveness displayed by Danny
Review
by a verified client in Derbyshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having numerous pension schemes and looking at combining and savings for retirement planning.
How has Danny Wood helped you?
Danny made the process easy by contacting my providers and arranging all the paper work, being readily available and explaining all the paperwork.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review
by a verified client in West Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension
How has Danny Wood helped you?
Danny has helped me with my pension and also with investments.
Have you seen the outcome you were hoping for?
Yes his knowledge has helped me enormously and can’t recommend him highly enough.
What could they have done better?
Nothing.