David's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 28 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 20 )
Auto Enrolment ( 1 )
Investments and Savings ( 92 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 10 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 20 )
Financial Mentoring ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 13 )
£100k - £200k ( 11 )
( 1 )
£50k - 100k ( 11 )
Up to £50k ( 6 )
Review
by a verified client in Tyne and Wear
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has David Mitchell helped you?
David has been very knowledgable and helped me transfer my pensions to one pot and withdraw some tax-free allowance
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Tyne and Wear
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice on investments
How has David Mitchell helped you?
We felt confident in our investment choice
Have you seen the outcome you were hoping for?
So far!
What could they have done better?
All fine
Review
by a verified client in Tyne and Wear
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our previous adviser was too far away and we wanted someone local. We've been with Newcastle Building Society for many years and so chose to go there for financial advice
How has David Mitchell helped you?
He's helped us to move from another company to him for advice and he's gone through everything and assured us that our investments are good
Have you seen the outcome you were hoping for?
Only completed the changes recently so no results yet
What could they have done better?
David talked us through everything and was very helpful. Don't think he could have improved on anything.
Review
by a verified client in Tyne and Wear
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to invest
How has David Mitchell helped you?
Suggested where to invest
Have you seen the outcome you were hoping for?
So far looking good
What could they have done better?
not a lot
Review
by a verified client in Tyne and Wear
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need help to sort out all my pensions and investments before retiring. As I was struggling to work though all the red tape and bureaucracy.
How has David Mitchell helped you?
With his expertise but friendly professionalism was able to sort out the mind field of retirement with the knowledge he would guide and advice me though this .
Have you seen the outcome you were hoping for?
Yes it's still on going but very positive about outcome.
What could they have done better?
Nothing