Daniel's reviews
Reviewed for
Pensions ( 45 )
Retirement income (annuities, drawdown) ( 37 )
Investments and Savings ( 39 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 22 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 39 )
Financial Mentoring ( 7 )
Financial Coaching ( 5 )
( 3 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 18 )
£100k - £200k ( 6 )
£50k - 100k ( 2 )
Up to £50k ( 3 )
Review
by a verified client in Hampshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Found my SERPS payments, having moved home twice and mislaid the paperwork.
How has Daniel Humphrey helped you?
Managing my pension. Advice on savings income strategy. Advice on inheritance strategy, Power of Attorney and wills.
Have you seen the outcome you were hoping for?
Yes. Very happy with the progress my pension has made.
What could they have done better?
Very little comes to mind, I' afraid.
Review
by a verified client in Buckinghamshire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
For investments
How has Daniel Humphrey helped you?
With investments and inheritance
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nil of note
Review
by a verified client in London
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Annual review
How has Daniel Humphrey helped you?
Good advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
n/a
Review
by a verified client in Surrey
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My brother suggested I contacted Daniel as he had had with his company
How has Daniel Humphrey helped you?
Daniel helped me consolidate my pensions
Have you seen the outcome you were hoping for?
Exceeded Expectations
What could they have done better?
Nothing
Review
by a verified client in Berkshire
10 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.