Reviewed for
Insurance and Protection ( 24 )
Mortgages ( 4 )
Pensions ( 99 )
Retirement income (annuities, drawdown) ( 58 )
Auto Enrolment ( 4 )
Investments and Savings ( 87 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 39 )
Long Term Care ( 11 )
Pension Transfers - Specialist ( 20 )
Financial Planning ( 74 )
Financial Mentoring ( 18 )
Financial Coaching ( 4 )
( 2 )
Reviewers' assets
£500k+ ( 42 )
£200k - £500k ( 11 )
£100k - £200k ( 8 )
£50k - 100k ( 2 )
Up to £50k ( 4 )
( 4 )
Review
by a verified client in Manchester
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We inherited money from a house sale
How has Dacre Staines helped you?
Enormously explaining how best to invest our money.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Dacre:
Thank you, Joan, for taking the time to leave such a kind review. It has been a pleasure to continue working with you since my mother, Paula, retired. I truly appreciate the trust you have placed in me to help with your financial objectives. When you initially contacted my mother, you were seeking guidance on how to best invest the inheritance from the house sale. I am pleased that the strategy developed met your needs and gave you the confidence to move forward. Since transitioning to receiving advice from me, I have been delighted to assist you with planning for your retirement. Now that you have retired, it is rewarding to know that I have been able to help you achieve peace of mind regarding your overall financial plan. I take great pride in offering independent, personalised advice, and through tools like cashflow modelling, I aim to help clients like you gain clarity and confidence about their financial future. Thank you once again for your feedback and for allowing me to be part of your financial journey. DacreReview
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To ensure I was making the best possible financial planning decisions
How has Dacre Staines helped you?
Dacre is extremely knowledgeable and always provides a balanced view regarding options available for my pension
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
I cannot think of anything that would improve the professional financial support provided by Dacre
Dacre:
Nigel, thank you very much for your thoughtful review. I appreciate you taking the time to share your feedback. When we first began working together, your financial objective was to ensure that you were making the most informed and effective decisions regarding your retirement. Through careful planning and the use of cashflow modelling, we developed a strategy that not only aligned with your aspirations but also provided you with the confidence to retire fully understanding your position. I am thrilled to hear that you have achieved the outcome you were hoping for. It is always my priority to provide independent advice that is tailored to your specific needs, and I am pleased that our work together has brought you the results you were seeking. I look forward to catching up soon. DacreReview
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions
How has Dacre Staines helped you?
Investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Can’t think of anything
Dacre:
Elaine, thank you so much for your kind review. I am delighted to hear that you are pleased with the financial planning advice provided. When you initially sought advice regarding your pensions, we worked together to ensure that your investments were structured to match your financial objectives. Through careful planning and tailored investment strategies, we have been able to provide clarity and confidence about your future. It is always rewarding to see clients achieve the outcomes they hope for, and I am pleased that we were able to help you secure your financial future. Independent advice is key to making informed decisions, and I am grateful that you trust me to assist you in meeting your financial objectives. I look forward to catching up soon. DacreReview
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?
My late husband was a client of Dacre’s Mother Paula ….. After Paula’s retirement Dacre took over her Roll …..and I now use Dacre
How has Dacre Staines helped you?
He has been very helpful advising me on financial investments …..which has enabled me to have the confidence that my finances are in good hands ….
Have you seen the outcome you were hoping for?
Yes my investments are proving successful on the whole
What could they have done better?
I really think that Dacre tries his hardest to achieve the highest of knowledge to achieve great results
Dacre:
Sandra, thank you very much for taking the time to leave such a thoughtful review. I appreciate your kind words about my efforts to provide you with the best possible financial advice. Having lost Peter and transitioning from mum as your adviser, I understood the importance of ensuring that your financial objectives were not only met but also exceeded. Together, we have navigated your investments, and I am delighted to hear that you now have the confidence that your finances are in good hands. As you have experienced, effective financial planning can truly make a difference. By focusing on cash flow modelling and tailored investment strategies, I aim to provide you with clarity and assurance about your financial future. It is my priority to deliver independent advice that is personalised to your circumstances and aspirations. I look forward to continuing to support you in achieving your financial objectives. DacreReview
by a verified client in Durham
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Too complicated to deal with matters without professional advice and had recommendations from people who had used the firm and were very happy with service given.
How has Dacre Staines helped you?
Looked after finances after sold business.organisedpulling together pensions. Provided advice regarding ISAs opportunities to save tax etc
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not sure could have done more.
Dacre:
Alasdair, thank you for your kind review. I appreciate you taking the time to share your thoughts. I recall when you came to me after selling your business, feeling the need for professional guidance. Together, we streamlined your finances, organised your pensions, explored investments and opportunities to mitigate your tax liabilities. I am delighted you achieved the outcomes you hoped for. Financial planning is essential for navigating your future with confidence. I am here to provide independent advice tailored to your needs, and I look forward to continuing to support you and Julie. DacreReview
by a verified client in Manchester
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
An inheritance
How has Dacre Staines helped you?
He helped us to invest wisely
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
No.
Dacre:
Joan, thank you for taking the time to leave a review and share your thoughts. Since stepping in after your previous adviser retired, I have thoroughly enjoyed working with you on your overall retirement plan. We have created a financial strategy that not only addresses your short-term needs but also provides clarity on the long-term sustainability of your investments. By utilising cashflow modelling, we ensure that your investments align with your financial objectives, giving you the confidence to look ahead. I am thrilled to hear that you feel you are making wise investments with my assistance. Independent advice is vital in today’s financial landscape, and I remain dedicated to providing a service that meets your unique needs. I look forward to meeting with you again soon, Dacre.Review
by a verified client in Manchester
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommendation
How has Dacre Staines helped you?
Consolidated my pensions
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
nothing
Dacre:
Neil, thank you very much for taking the time to share your review. I am thrilled to hear that you have achieved the outcome you were hoping for. When you first approached me for advice, your primary aim was to consolidate your pensions and gain a clearer understanding of your financial objectives. Together, we created a personalised plan that not only simplified your pension arrangements, but also equipped you with the confidence to navigate your financial future effectively. I firmly believe that effective financial planning is essential for helping clients like you attain clarity and peace of mind. My goal is always to provide independent advice that is tailored to your unique circumstances. I look forward to continuing to support you on your financial journey. DacreReview
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
With help with my pension and investments
How has Dacre Staines helped you?
in all my investments
Have you seen the outcome you were hoping for?
up to now
What could they have done better?
none
Dacre:
Mike, thank you for taking the time to leave such positive feedback. It is greatly appreciated, and I am delighted to hear that you have been satisfied with the support and guidance I have provided. When we first met, you were looking for clarity and support with your pension and investments. I am pleased that, through our financial planning process, we have been able to organise your investments to align with your financial objectives. By using cashflow modelling, we have created a comprehensive view of your financial future, which provides you with ongoing confidence and peace of mind as we work together towards your aspirations. Independent financial advice is essential for tailoring solutions that meet individual needs, and I am glad this approach has been beneficial to you. Thank you again for sharing your experience. I look forward to continuing to support you in achieving your financial objectives. DacreReview
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My finances were being neglected
How has Dacre Staines helped you?
Organisation of all my personal finances together with excellent independent advice
Have you seen the outcome you were hoping for?
Yes i feel far more in control of my personal and family finances
Dacre:
Grant, thank you for taking the time to share your experience. It is wonderful to hear that you feel more in control of your personal and family finances, as achieving this confidence is always a priority in my work with clients. At the outset, you mentioned feeling that your finances were being neglected. Together, we organised all aspects of your personal finances, giving you greater clarity and confidence in your financial position. I am pleased that I could provide you with a clear picture of your future, allowing you to see how your decisions today support your long-term financial objectives. Independent advice is central to what I do. My goal is to provide you, and all my clients, with peace of mind through a local, personalised service that ensures your financial plans are robust and tailored to your unique needs. I look forward to continuing to support you as your financial needs evolve. DacreReview
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Poor previous experience
How has Dacre Staines helped you?
Greater and simplified understanding of personal financial position and processes for deriving the benefit from the investments.
Have you seen the outcome you were hoping for?
We are happy with our roadmap and confident that the eventual outcome will match our expectation.
What could they have done better?
Nothing
Dacre:
Rob, thank you for your kind review. I am delighted that you are happy with the roadmap we developed together and that you feel confident in your financial future. When we began working together, you were seeking a fresh approach after a poor previous experience. Our aim was to provide a clear, simplified understanding of your financial position, empowering you to benefit from your investments. Through comprehensive financial planning and cashflow modelling, I am pleased that we have been able to create a clear path aligned with your financial objectives. It is very rewarding to know that our local, independent advice has helped you feel more secure and confident in your financial journey. Thank you again for sharing your experience, it is truly valued. DacreReview
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Changing from another adviser
How has Dacre Staines helped you?
Reviewed my position and investments giving me a clearer picture of where I was in terms of investments and future planning
Have you seen the outcome you were hoping for?
Too early to say
What could they have done better?
Nothing
Dacre:
Kurt, thank you for taking the time to leave a review. I am pleased to hear that you found value in the clarity and insight I provided on your investment position and future financial planning. Changing adviser is always difficult, but I would like to think that I understood the importance of building a clear and transparent picture of your financial circumstances. Through a comprehensive review of your investments, we focused on structuring a plan tailored to your financial objectives, helping you to feel more informed and in control of your financial future. It is this kind of independent, local advice and tailored cashflow planning that aims to instil confidence in clients like you, ensuring that each step is aligned with what matters most to you. I look forward to continuing to support your financial journey in the years to come. Thank you once again for your trust and feedback. DacreReview
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To be given the range of investment opportunities from which I could benefit
How has Dacre Staines helped you?
He has always given excellent advice and available resources.
Have you seen the outcome you were hoping for?
Yes a hundred percent
What could they have done better?
Absolutely nothing
Dacre:
Thank you very much, Paula, for taking the time to leave such a positive review. I am delighted to know you have achieved the financial outcome you were hoping for. Over the years, we have explored a range of investment opportunities aligned with your financial objectives, ensuring that each option was clear and accessible. My focus has always been on providing advice and resources that empower my clients, giving you the confidence to make informed decisions for your financial future. Independent financial planning can make a significant difference by offering a tailored approach, and I am glad working together has delivered the results you wanted. Thank you for having confidence in me and the DBL team. DacreReview
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have working with Dacre for over 20 years
How has Dacre Staines helped you?
He has helped us with long term financial planning
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Review
by a verified client in Manchester
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The necessity for high quality Private Pension advice
How has Dacre Staines helped you?
Providing well thought and balanced advice.
Have you seen the outcome you were hoping for?
Not yet -Time will tell!
What could they have done better?
Nothing
Dacre:
Hi Gaby, Thank you for taking the time to leave such a thoughtful review. It is rewarding to hear that you have found my advice to be well thought out and balanced. My focus is always on delivering high-quality, independent advice, especially in areas as crucial as pension planning. I understand that navigating financial objectives can be daunting, and I strive to provide my clients with clarity and confidence. I appreciate the sarcasm with your response to outcomes and helpfully the budget will not cause too much of a problem for the overall plan. I am committed to supporting you throughout this journey. Should you have any further questions or need assistance, please do not hesitate to contact me. DacreReview
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term financial planning
How has Dacre Staines helped you?
He has provided financial advice for over 20 years which has allowed me to comfortably retire early and support my family
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Dacre:
Hi Claire, thank you very much for your thoughtful review, it means a lot to me. I am thrilled to hear that our financial planning services have enabled you to retire comfortably and support your family after many years of working together. It is always rewarding to see clients achieve their financial objectives, especially when it leads to such a significant life change, like early retirement. Our focus on independent advice and comprehensive cashflow modelling helps clients like you feel confident about their financial future. We strive to provide tailored solutions that reflect the unique needs of each individual, ensuring they can enjoy their desired lifestyle while planning for what lies ahead. Thank you again for your kind words, and we look forward to continuing to support you in the future. DacreReview
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To build on my forward financial planning using expertise and experience to ensure effective retirement planning
How has Dacre Staines helped you?
Clear investment and retirement planning with a drawdown plan to meet our needs
Have you seen the outcome you were hoping for?
Yes
Dacre:
Thank you very much for taking the time to leave a review. I appreciate your kind words and I am delighted to hear about your positive experience. When we first began working together, you wanted to enhance your financial planning to ensure a secure and effective retirement. By implementing a clear strategy and a tailored drawdown plan, we were able to align your financial objectives with your aspirations. It is rewarding to know that you have achieved the outcome you were hoping for. Your experience highlights the benefits of thorough financial planning and the importance of independent advice. I am committed to providing a service that gives clients confidence about their financial future through cashflow modelling and strategic planning. I look forward to catching up again soon, Dacre.Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
needed a pension
How has Dacre Staines helped you?
set up a pension and manages it and advises me on it
Have you seen the outcome you were hoping for?
yes
Dacre:
Hi John, Thank you for completing this so promptly, as I know how busy you are. Your feedback is incredibly helpful as it allows me to understand how we can continue to support you effectively. It has been a pleasure working with you for the last 20 years and helping you plan for your retirement, which is getting closer….! :-) I look forward to continuing to work with you for the next 20 years and supporting you on your financial journey. DacreFirst impression
by a VouchedFor user
7 months ago
Overall
Please provide a brief comment about your experience with Dacre
Dacre was very welcoming and made me feel at ease. He was very patient and understanding when explaining things. He had an excellent knowledge of the areas that we discussed and gave me some very useful insights and options open to me. The initial meeting was both useful and informative and I look forward to moving things on in the future
Dacre:
Kurt, thank you for taking the time to complete this. It was a pleasure meeting with you and getting to understand the financial advice experience you have had for the last 20+ years. Hearing that our financial planning service is very different to what you are used to and that it will be a considerable benefit to you both is great news. I look forward to meeting with you again next month to start your financial planning journey. DacreReview
by a verified client in Cheshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Evolving financial position
How has Dacre Staines helped you?
Coalition of thinking combined with huge experience
Have you seen the outcome you were hoping for?
Indeed
What could they have done better?
Nothing I can identify
Dacre:
Gerald, thank you so much for taking the time to leave a review. Whilst you are exceptionally financially aware and have clearly defined ideas, this could present financial planning challenges for some. However, over the last 20 years you have always been open to different planning ideas and it has been a pleasure working with you. The ever evolving financial plan has always made our meetings interesting and enjoyable. I look forward to working with you and your children for many years to come.Review
by a verified client in Cheshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need to manage my investments now and for the future.
How has Dacre Staines helped you?
Dacre and his company have managed my and my late husband’s investments for a number of years. Following my husband’s death I was very comfortable to rely on his advice.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
N/A
Dacre:
Thank you so much for your kind words and for taking the time to leave this review. It has been a pleasure to work with you over the years and to help manage your investments during such important times in your life. I am grateful for the trust you placed in me and the DBL team, especially following the passing of John. It means a great deal to know that you feel comfortable and confident with the advice and service I have provided. I am committed to continuing to support you and ensuring that your financial future remains secure. I look forward to catching up again soon. DacreReview
by a verified client in East Riding
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sold shares in my business and needed advice on how to invest and plan for the future financially
How has Dacre Staines helped you?
Provided guidance and ongoing support
Have you seen the outcome you were hoping for?
So far yes
Dacre:
It is great to receive such positive feedback after our initial meeting. I am really looking forward to working with you to achieve your goals following the sale of your business. It is always nice to receive a referral to a new client from a family member who I have worked with for many years! :-) I am looking forward to the next meeting and putting your financial plan in place.Review
by a verified client in Yorkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To switch my private pension into an actively managed portfolio
How has Dacre Staines helped you?
Regular one to one meetings throughout the last 20 years. Either at workplace or phone and more recently by video conference
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing in particular comes to mind
Review
by a verified client in Leicestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investing money for buying my first house
How has Dacre Staines helped you?
Honest advice and recommendations about savings, pensions and investments. Then setting up what was recommended and follow up details and meetings regarding them.
Have you seen the outcome you were hoping for?
Yes and more
What could they have done better?
Nothing
Review
by a verified client in Oxfordshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I took over using DBL management 19 yrs ago from my husband who passed away 2013
How has Dacre Staines helped you?
He advises me on all aspects of my investments
Have you seen the outcome you were hoping for?
Yes I have
Review
by a verified client in Manchester
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
For both business and personal financial planning.
How has Dacre Staines helped you?
Dacre has helped with all aspects of my personal and professional financial planning and has done so in a friendly and approachable way meaning nothing is too much trouble giving me confidence in my decisions.
Have you seen the outcome you were hoping for?
Yes very much so, I couldn't be happier with the outcomes based on the advice received.
What could they have done better?
I genuinely can think of nothing.
Review
by a verified client in Cheshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A company pension scheme
How has Dacre Staines helped you?
Monitors our portfolio regularly and we meet annually to discuss
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Cheshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice in managing financial position
How has Dacre Staines helped you?
Balanced sensitive advice Professional
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
-
Review
by a verified client in Cheshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
First job, not long term needed to look after my money in the long run
How has Dacre Staines helped you?
He’s made things very easy, explained a lot and helped me decide where and what I wanted to do with my money
Have you seen the outcome you were hoping for?
Yes, he’s been very helpful and friendly.
What could they have done better?
Not a lot
Review
by a verified client in Cumbria
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed expert advice in financially planning for my future
How has Dacre Staines helped you?
He’s helped me to understand all the various options available to me, enabling me to make informed choices.
Have you seen the outcome you were hoping for?
Yes Dacre has been extremely helpful
What could they have done better?
Nothing comes to mind
Review
by a verified client in London
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Increase in income
How has Dacre Staines helped you?
He has been a great sound board for any financial decisions I need to make
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review
by a verified client in Cheshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was initially looking for some pensions advice from Dacre
How has Dacre Staines helped you?
He has helped across the board with financial advice and planning. Even if it’s not a service he provides, he has a great network of trusted professionals he can refer me to.
Have you seen the outcome you were hoping for?
I’ve been working with Dacre for around 15 years and he consistently delivers the right outcomes for me
What could they have done better?
Nothing I engage Dacre on an ad hoc basis but he always provides a 1st class service, which makes me feel like a valued customer.
Review
by a verified client in Somerset
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A trusted financial advisor who could manage my financial future at the start of my rugby career
How has Dacre Staines helped you?
He has helped me build my wealth in the background of my life. Helped me understand & learn about building long term wealth.
Have you seen the outcome you were hoping for?
Yes, advised me very well and taught me a lot along the way.
What could they have done better?
Nothing
Review
by a verified client in Cheshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Amalgamating pensions and wanting to start investment arrangements for my sons too
How has Dacre Staines helped you?
Think longer term, understand likely future income stream from pension and investment 15+ years from now.
Have you seen the outcome you were hoping for?
Yes despite challenging market, what’s more all clearly explained.
Review
by a verified client in North Yorkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed some financial advice
How has Dacre Staines helped you?
Very professional and gives confidence
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing!
Review
by a verified client in Cheshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially it was about long term financial planning as a new graduate, this has developed over 25 years to now starting more to focus on planning for retirement.
How has Dacre Staines helped you?
In numerous ways - helping grow our investments both in ISA's, Pensions and other investment vehicles through active management, by making recommendations around long-term insurance / protection to suit our lifestyle / age etc. Providing guidance to our 18 year old daughter as she starts her own financial 'journey' and guidance to us around inheritance tax planning etc.
Have you seen the outcome you were hoping for?
Yes - 100%
What could they have done better?
Nothing, service is exemplary
Review
by a verified client in Manchester
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanting to consolidate multiple pension pots, and latterly having some spare money to invest
How has Dacre Staines helped you?
Dacre has helped to establish risk appetite, and make realistic future plans… as well as assisting with ad hoc admin requirements
Have you seen the outcome you were hoping for?
Yes, I have funds invested in line with my personal appetite for risk
What could they have done better?
General markets could have performed better, but I can’t really hold Dacre responsible for that.
Review
by a verified client in Lancashire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial wellbeing for me and my family.
How has Dacre Staines helped you?
Provided a financial plan to ensure we have piece of mind now and in retirement.
Have you seen the outcome you were hoping for?
Yes, fantastic advice and service. Dacre and the team are always available to answer any questions or concerns.
What could they have done better?
N/A
Review
by a verified client in Cheshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a stakeholder pension and needed an advisor
How has Dacre Staines helped you?
By making sure my money invested is invested wisely
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Norfolk
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Started to earn a lot of money and wanted to make sure I was investing the right things to make the most out of the money I was making.
How has Dacre Staines helped you?
Hugely he’s an honest man who understands how to help get the best out future proofing my finances.
Have you seen the outcome you were hoping for?
Yes definitely and it helped me future proof me wealth.
What could they have done better?
Done it earlier
Review
by a verified client in Lancashire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I first looked for an advisor for pension planning in the 1980's.
How has Dacre Staines helped you?
Dacre listens to what I state what I want from my investments/pensions and then advises me accordingly. He is usually right.
Have you seen the outcome you were hoping for?
Somewhat
Review
by a verified client in Northumberland
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to ensure my savings were being used effectively.
How has Dacre Staines helped you?
he has given great advice and always been there when needed
Have you seen the outcome you were hoping for?
yes definitely
What could they have done better?
nothing
Review
by a verified client in Cheshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a client for over 50 years., and had a good working relationship with the company. I was impressed by the way they helped clients, so I transferred all my pensions across to them.
How has Dacre Staines helped you?
Keeps me updated with pension advice.
Have you seen the outcome you were hoping for?
Yes, I rely on them to maximise my pension’s performance.
What could they have done better?
Totally satisfied
Review
by a verified client in Cumbria
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed financial advice and help with planning
How has Dacre Staines helped you?
Superb advice
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Cheshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Confidence and trust in an advisor.
How has Dacre Staines helped you?
Structuring long-term retirement planning.
Have you seen the outcome you were hoping for?
Yes, I have the confidence to trust Dacre to work with me so I am able to make the right financial decisions for myself.
What could they have done better?
Nothing.
Review
by a verified client in Cheshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Am time poor
How has Dacre Staines helped you?
Pragmatic and honest advice
Have you seen the outcome you were hoping for?
To a degree, yes
What could they have done better?
Nothing.
Review
by a verified client in Cheshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sold a business
How has Dacre Staines helped you?
He’s been responsive and proactive and very supportive.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Lancashire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were unhappy with our existing advisor and Dacre was recommended by someone we trusted.
How has Dacre Staines helped you?
He helped us with our investments and our retirement income.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Cheshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Several years ago we wanted to look at increasing our pension savings and needed a local advisor who would understand our requirements and propose solutions
How has Dacre Staines helped you?
Provided suggestions, advice & solutions that have allowed us to effectively increase our pension savings
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Review
by a verified client in Cheshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We where looking for long term financial planning and have now been advised by Dacre for 25 years
How has Dacre Staines helped you?
He has helped me achieve my goal of early retirement whilst also being able to support and plan for my children’s future and inheritance .
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing his advice and support has been exceptional
Review
by a verified client in Cheshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Change in market influences
How has Dacre Staines helped you?
Sound advice on pension
Have you seen the outcome you were hoping for?
No
What could they have done better?
More regular advice due to changing circumstances
Review
by a verified client in Manchester
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a sum of money that I wanted to invest and Dacre was recommended to me
How has Dacre Staines helped you?
They have kept me informed and been available when I have contacted them for advice. Occasionally, the amount of detailed information has been more than I needed, or understood , for that matter!
Have you seen the outcome you were hoping for?
Mostly, though investment value has varied over the past two years - this is probably due to the National and global circumstances
What could they have done better?
Offered summaries instead of detail
Review
by a verified client in Cheshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investing my pension and inherited money
How has Dacre Staines helped you?
I am not financial minded and so have followed Dacre's advice to the letter. It has been good advise and has given me peace of mind.
Have you seen the outcome you were hoping for?
Given the financial environment over the last 10 years, I am very happy with the management of my investments
What could they have done better?
Nothing I can think of.
Review
by a verified client in Cheshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have had such an adviser for more than 40 years. It's a natural requirement for someone with a complex financial position.
How has Dacre Staines helped you?
Sage, experienced advice in all areas that concern me.
Have you seen the outcome you were hoping for?
Yes, plus ongoing.
What could they have done better?
Hard to know, I request and he consistently delivers.
Review
by a verified client in Northumberland
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having encountered a totally inept advisor Dacre was recommended and it proved to be good advice.
How has Dacre Staines helped you?
Dacre has put our mind at ease with his total professionalism.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Put some cheese in the hamper
Review
by a verified client in Leicestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
It become obvious I needed to plan for the future be smart with my investments. Dacre was introduced to me and instantly we got a plan together.
How has Dacre Staines helped you?
Planning, investments, security and planning and being ready to transition from professional sport into my next role.
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
At this stage nothing I couldn’t be happier with how it’s gone.
Review
by a verified client in Cheshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Didn’t have a pension
How has Dacre Staines helped you?
Solid pension advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Cheshire
a year ago