Daniel's reviews
Reviewed for
Pensions ( 42 )
Retirement income (annuities, drawdown) ( 36 )
Investments and Savings ( 38 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 20 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 36 )
Financial Mentoring ( 6 )
Financial Coaching ( 4 )
( 3 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 17 )
£100k - £200k ( 6 )
£50k - 100k ( 2 )
Up to £50k ( 2 )
Review
by a verified client in Berkshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and planning for my financial future with regard to pensions and savings.
How has Daniel Humphrey helped you?
Always explains everything clearly and well. Prior to our meetings he has clearly done his homework with regard to my individual position. Always leaves an open door for questions and further queries.
Have you seen the outcome you were hoping for?
Yes taking into account my approach to risk and the fluctuating market.
What could they have done better?
Can't think of anything.
Review
by a verified client in Oxfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
No pension arranged
How has Daniel Humphrey helped you?
Financial advice re the most advantageous way to use savings. ie whether to withdraw money from ISA or private pension Also advice re inheritance tax
Have you seen the outcome you were hoping for?
Yes. And I have had stick market variations explained
What could they have done better?
Who knows?
Review
by a verified client in Middlesex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My private pension had to be transferred and Daniel was recommended to me
How has Daniel Humphrey helped you?
He has advised me and my wife on a number of issues relating to pensions
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I am pleased with his advice so far
Review
by a verified client in Middlesex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance funds. Had invested already in ISAs &bond. My previous financial adviser sadly died so changes were necessary. The previous advisors arranged for Daniel Humphrey to take over my account.
How has Daniel Humphrey helped you?
Yearly reviews. Taking up the vacant position of advising me. A financial ‘sound- board’ for questions I had. Availability for discussion of my financial affairs.
Have you seen the outcome you were hoping for?
Yes. In the volatile financial world so far my funds have appreciated & bettered modestly.
What could they have done better?
Ask me further down the line. No complaints so far.
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 the clients of our previous advisor upon their retirement.
How has Daniel Humphrey helped you?
Very knowledgable across all areas of personal finance and able to offer a range (where options exist) for us to consider would work best for us. Has helped on maximising tax free amounts from pensions and begun the consideration for IHT given potential changes on bringing pensions into an estate from 2027.
Have you seen the outcome you were hoping for?
Yes, ISA’s have performed quite well with a medium attitude to risk and in a balanced portfolio.
What could they have done better?
Service has been excellent with all issues well communicated and efficiently actioned so little to improve upon.