Dacre's reviews
Reviewed for
Insurance and Protection ( 32 )
Mortgages ( 4 )
Pensions ( 145 )
Retirement income (annuities, drawdown) ( 83 )
Auto Enrolment ( 4 )
Investments and Savings ( 121 )
Pension Transfers - Non Specialist ( 26 )
Inheritance Planning ( 61 )
Long Term Care ( 20 )
Pension Transfers - Specialist ( 23 )
Financial Planning ( 114 )
Financial Mentoring ( 26 )
Financial Coaching ( 8 )
( 3 )
Reviewers' assets
£500k+ ( 66 )
£200k - £500k ( 17 )
£100k - £200k ( 10 )
( 4 )
£50k - 100k ( 3 )
Up to £50k ( 6 )
Review
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?
Many years ago I needed to pay into a pension. I came across Dacre and have been with him all through my employment and retirement.
How has Dacre Staines helped you?
Common sense, ease of access to him, relevant information provided to enable me to make sensible personal. decisions
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I contact him and he’s is easy to access.
Dacre:
Gill, thank you for taking the time to leave your 5 star review. I really appreciate the trust you have placed in me over so many years, from the early days of setting up your pension through to supporting you in retirement. You originally came to me for help with pension contributions, and it is rewarding to hear that over the years, you have found my advice clear, accessible and grounded in common sense. Helping you feel informed and confident in your personal financial decisions is exactly what good financial planning should provide. Long-term relationships like ours are at the heart of what makes DBL’s service personal. I am pleased that you continue to see value in our discussions and that you feel you can contact me easily whenever needed. Independent advice and regular reviews can make a real difference to financial security in retirement, especially when supported by cashflow modelling to help bring clarity and reassurance about the future. I look forward to continuing our work together, DacreReview
by a verified client in Lancashire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted a clear answer to my pension options.
How has Dacre Staines helped you?
Dacre and his team have always been prompt and professional with any questions I have asked.
Have you seen the outcome you were hoping for?
Yes
Dacre:
Marie, thank you for taking the time to leave your 5 star feedback. It is always a pleasure to support clients who are seeking clarity around their pension options, particularly when they are transitioning from a long-standing relationship with a previous adviser. I am really pleased that you have felt supported and that you have found our communication prompt and professional. Ensuring you have clear answers and confidence in the decisions you are making is exactly what I aim to provide. At DBL, we believe financial planning should offer peace of mind, especially when navigating important life transitions such as retirement. Cashflow modelling is one of the tools we use to help illustrate how your financial future could look, and I look forward to continuing to use this to ensure your objectives stay on track. Thank you again for your kind words and for your trust during this period of change. 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?
Future financial planning
How has Dacre Staines helped you?
Clear calm and targeted advice against stated objectives resulting in confidence if future financial security post retirement Now targeting inheritance planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/a
Dacre:
Gordon, thank you for taking the time to leave your 4.7 star review and for sharing your thoughts. It is great to hear that the advice has given you confidence in your financial security post-retirement and that we are now able to focus together on the next stage of your planning, Inheritance Tax. Helping you work through these key life stages with clear, calm and focused advice is exactly what I aim to provide, and I am really pleased it has had such a positive impact for you. Future financial planning can feel overwhelming at times, but with independent advice and the use of cashflow modelling, it becomes much easier to visualise the path ahead and make informed decisions. At DBL, we are proud to offer a personal and local service that adapts to your changing needs, and I look forward to continuing our work together. DacreReview
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?
future finances
How has Dacre Staines helped you?
planned my future
Have you seen the outcome you were hoping for?
yes
What could they have done better?
no
Dacre:
Neil, thank you for your 5 star feedback, I am really pleased to hear that you have seen the outcome you were hoping for. It has been a pleasure helping you plan for the future, and I am glad our conversations have brought clarity and confidence around your financial objectives. Many clients come to us with questions about their long-term finances, and through cashflow modelling and careful planning, we can turn those questions into a clear, actionable path forward. It is great to know that has been your experience. At DBL, we are committed to providing independent advice that is both personal and local. I look forward to continuing our work together to ensure you feel well-prepared and supported for whatever comes next. 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?
I have been with the firm for many years. I trust them implicitly with my money and advice
How has Dacre Staines helped you?
he manages my pension and investments
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing its service is perfect
Dacre:
Niall, thank you for taking the time to leave such positive feedback and for your 5 star rating. It means a great deal to know that after many years with the firm, and following the transition from your previous adviser following her retirement, you continue to feel confident and well looked after. Managing your pension and investments in a way that gives you both trust and clarity is something I take very seriously, and it is incredibly rewarding to hear that you feel the service is perfect. Long-term financial planning is most effective when there is a strong relationship at its core, and I am grateful for the trust you have placed in me. At DBL, we believe in delivering truly personal, independent advice backed by detailed cashflow modelling to help provide reassurance for the years ahead. I look forward to continuing our work together. Dacre