Donald's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 17 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 14 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 3 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 8 )
Financial Mentoring ( 1 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 5 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in Oxfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To consolidate pensions and to get more from my private pension.
How has Donald Tsang helped you?
He has been great in pulling all our pensions into a fund that has made a return. He has a great way of giving advice and breaking down information so it’s easy to follow.
Have you seen the outcome you were hoping for?
Yes!
What could they have done better?
Nothing to add
Review
by a verified client in Berkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Donald was recommended by a family member
How has Donald Tsang helped you?
Donald has helped me consolidate several pensions as well as start a savings plan for my teenager
Have you seen the outcome you were hoping for?
For the longer-term , yes
What could they have done better?
Nothing, Donald is highly professional and made what felt like an overwhelming task, very simple.
Review
by a verified client in Oxfordshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Myself and my wife wanted to make sure we were getting the best performance from our savings and pensions.
How has Donald Tsang helped you?
Donald has given great advice, he really listens and understands our current situation and end goals
Have you seen the outcome you were hoping for?
yes
What could they have done better?
We're totally happy
Review
by a verified client in Berkshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To advise on my SJP portfolio
How has Donald Tsang helped you?
Donald and I meet regularly to review specific goals relating to the performance of SJP, Frizzle Wealth Management and my portfolio.
Have you seen the outcome you were hoping for?
Yes, I have been reassured about the advice given and also the increase in my portfolio.
What could they have done better?
Donald has always been proactive. I find it hard to recommend anything else that he could have done during the period we have been together
Review
by a verified client in Buckinghamshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Seeking Investment advice
How has Donald Tsang helped you?
Recommended funds to invest in that meet my Risk profile
Have you seen the outcome you were hoping for?
.Mostly
What could they have done better?
Not applicable