Daniel's reviews
Reviewed for
Pensions ( 68 )
Retirement income (annuities, drawdown) ( 61 )
Investments and Savings ( 64 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 36 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 61 )
Financial Mentoring ( 8 )
Financial Coaching ( 5 )
( 3 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 31 )
£100k - £200k ( 10 )
£50k - 100k ( 4 )
Up to £50k ( 4 )
Review
by a verified client in Oxfordshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need to gain advise on investing income.
How has Daniel Humphrey helped you?
By advising on investments and moving money to suitable platforms.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
No suggestions.
Review
by a verified client in Herefordshire
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have always valued expert advice for pensions and investments.
How has Daniel Humphrey helped you?
Daniel has always provided excellent service to us through changing needs and circumstances. He's supported us through changes from employed to self-employed and then into semi-retirement/retirement, as well as moving half-way across the country. His advice has always been measured and with a balanced view across the present and the future.
Have you seen the outcome you were hoping for?
We're very happy with where we are at the moment and fully understand that the most likely reason for an outcome not being what we wanted would be beyond Daniel's control.
Review
by a verified client in Middlesex
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed help to manage investments and pensions
How has Daniel Humphrey helped you?
He looks after my money and trust him to make best returns and advised on drawdown and planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Happy with current service
Review
by a verified client in Buckinghamshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Daniel took over from a previous adviser and has proved extremely helpful and competent.
How has Daniel Humphrey helped you?
Simplifying pensions, helping with tax free withdrawals, IHT, general investments inc ISA’s.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Generally all good given the many challenges both in UK and globally re Gov policy, markets, wars etc.
Review
by a verified client in Berkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To sort out and recommend what was the best options to make my pension last as long as possible.
How has Daniel Humphrey helped you?
He has continued to stabilise and keep me informed of any changes that may of occurred after taking over from previous adviser.
Have you seen the outcome you were hoping for?
So far so good. ??
What could they have done better?
Nothing that I know of.