Daniel's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 15 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 4 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 1 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 4 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£100k - £200k ( 1 )
£50k - 100k ( 4 )
Up to £50k ( 3 )
First impression
by a VouchedFor user
2 days ago
Overall
Please provide a brief comment about your experience with Daniel
Dan was very professional and explained everything in a way that was easy to interpret for someone unfamiliar with all the jargon. I felt really at ease discussing everything with him and look forward to working with him for my future retirement.
First impression
by a VouchedFor user
6 days ago
Overall
Please provide a brief comment about your experience with Daniel
Very pleasant, Dan explained everything patiently and clearly. I was comfortable sharing my information and received interesting advice.
Review
by a verified client in Suffolk
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Prudential required us to do so before they would allow us to withdraw our pension
How has Daniel O'Sullivan helped you?
Dan checked our fiancial situation and advise us and informed Prudential that it was a good choose to withdraw our pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Prudential could have been quicker however Dan was very helpful
Daniel:
Thank you for your review. It was a pleasure to help you with your pension in order for you to live your lives comfortably. Please stay in touch.Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advise needed
How has Daniel O'Sullivan helped you?
Yes, he explained thing very clearly to us that husband and I did not understand.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing at all, he was very respectful of us not having any clue and explained things well.
Daniel:
Thank you for your review. It was a pleasure to advise you and i look forward to working with you over the coming years.First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Daniel
My husband and I met with Dan yesterday and couldn't have wished for a nicer financial advisor. He helped us start getting ourselves sorted financially and explained everything in a way that made everything really easy to understand. I would 100% recommend him to anyone needing help and advice.
Daniel:
Thank you for your initial review and kind words regarding our meeting. I am really pleased you felt this way and i look forward to helping you going forward.