Dacre's reviews
Reviewed for
Insurance and Protection ( 33 )
Mortgages ( 4 )
Pensions ( 148 )
Retirement income (annuities, drawdown) ( 84 )
Auto Enrolment ( 4 )
Investments and Savings ( 123 )
Pension Transfers - Non Specialist ( 26 )
Inheritance Planning ( 62 )
Long Term Care ( 20 )
Pension Transfers - Specialist ( 23 )
Financial Planning ( 117 )
Financial Mentoring ( 26 )
Financial Coaching ( 8 )
( 3 )
Reviewers' assets
£500k+ ( 67 )
£200k - £500k ( 17 )
£100k - £200k ( 10 )
( 4 )
£50k - 100k ( 3 )
Up to £50k ( 6 )
Review
by a verified client in Gloucestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lack of advise from previous advisors.
How has Dacre Staines helped you?
Through Dacre, I now have clarity, understanding and confidence in my financial affairs, which has ultimtely given me structure and piece of mind for my future and retirement planning.
Have you seen the outcome you were hoping for?
Yes
Dacre:
Dave, thank you for your 5-star review, I really appreciate it. It is great to hear that you came to me looking for clearer advice and that you now feel you have that clarity, along with a better understanding and confidence in your financial affairs. Knowing you have structure in place and peace of mind around your future and retirement planning is exactly what we set out to achieve, so I am really pleased you have seen the outcome you were hoping for. Financial planning is all about making things clear and giving you confidence in your decisions, and using tools like cashflow modelling helps bring that to life so you can see how everything fits together. Being able to offer independent advice in a personal way means we can keep things aligned with what matters most to you. I look forward to continuing to work together and supporting you over the years ahead. DacreReview
by a verified client in West Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
More understanding of finances
How has Dacre Staines helped you?
To understand what is required for financial planning and pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Dacre:
David, thank you for taking the time to leave your 5 star review, I really appreciate your feedback. It is great to hear that your initial objective was to gain more understanding of your finances, and that together we have been able to build clarity around what is needed for your financial planning and pension. It is always encouraging to know that you feel you are seeing the outcomes you hoped for. As you transitioned from a previous adviser at DBL, I am especially pleased that the continuity of service has supported your confidence throughout. At DBL, we are proud to offer personal, independent advice, and use cashflow modelling to give clients peace of mind about their financial future. I look forward to continuing our work together and helping you make the most of the opportunities ahead. DacreFirst impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Dacre
Our relationship with Dacre is only a couple of years old and the proof is in the pudding regarding results but the introduction, planning and explanations have been first class!
Dacre:
Nigel, thank you for taking the time to share your first impressions and for awarding a 5 star rating, it is greatly appreciated. Although you have only recently started receiving advice, your comments reflect exactly what I aim to deliver from the outset, clear introductions, structured financial planning and explanations that give confidence and understanding. Laying strong foundations early on is essential, and by using cashflow modelling to explore your objectives and future options, we have been able to create a plan that is both reassuring and flexible as life evolves. Independent advice allows me to focus solely on what is right for you, without restriction, and to build a long term strategy that supports informed decision making. Thank you again for your kind words, I look forward to continuing our work together and supporting you with personal, local advice through DBL as your plans progress, Dacre.Review
by a verified client in Cheshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was approaching retirement and needed advice on my private investments as well as my personal pension to meet my future lifestyle and frequent travelling requirements
How has Dacre Staines helped you?
Excellent pension and investment advice has ensured portfolio growth in the last 10 years has exceeded my requirements, and has also helped navigate the dreadful uncertainties around the current governments handling of the economy, pension taxation including inheritance tax
Have you seen the outcome you were hoping for?
Yes - my portfolio performance has consistently beaten inflation and my needs ( but could always improve !)
What could they have done better?
Occasionally notes / reports from meetings can take a little too long to be communicated
Dacre:
Alan, thank you for leaving your 4.7 star review. I am really pleased to hear that the advice around your pension and investments has helped you achieve what you were hoping for in retirement. Knowing that your portfolio has grown ahead of inflation and supported your lifestyle, including your love of travel, is exactly the outcome we were working towards. I also appreciate your comments on how the planning has helped navigate the challenges brought on by changes in the economy and pension legislation. It is rewarding to know the advice has made a meaningful difference over the years. Thank you as well for your helpful feedback on the timing of meeting notes and reports. That is something I will be more mindful of to make sure you feel fully informed after each meeting. At DBL we always aim to provide independent advice that is personal and clear, supported by cashflow planning to give confidence in your future. It has been a pleasure working with you, and I look forward to continuing our conversations in the years ahead. DacreReview
by a verified client in Cheshire
6 months 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, Dacre