Dacre's reviews
Reviewed for
Insurance and Protection ( 28 )
Mortgages ( 4 )
Pensions ( 129 )
Retirement income (annuities, drawdown) ( 75 )
Auto Enrolment ( 4 )
Investments and Savings ( 110 )
Pension Transfers - Non Specialist ( 24 )
Inheritance Planning ( 52 )
Long Term Care ( 15 )
Pension Transfers - Specialist ( 21 )
Financial Planning ( 102 )
Financial Mentoring ( 21 )
Financial Coaching ( 7 )
( 2 )
Reviewers' assets
£500k+ ( 60 )
£200k - £500k ( 16 )
£100k - £200k ( 9 )
Up to £50k ( 4 )
( 4 )
£50k - 100k ( 3 )
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?
Needed help with my finances.
How has Dacre Staines helped you?
Dacre as helped me in so many ways with pensions, investments, and savings.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I can think of.
Dacre:
Elaine, thank you for taking the time to leave your feedback and for your 5 star rating. It is wonderful to hear that you have seen the outcomes you were hoping for. I am really pleased that the work we have done together on your pensions, investments, and savings has made a meaningful difference. Helping clients gain clarity and confidence in their financial future is a key part of the planning process, and it is great to know it has been valuable to you. At DBL Asset Management, we pride ourselves on offering independent advice that is both personal and local, underpinned by the insight that cashflow modelling can bring to long-term decision-making. I look forward to continuing our work together. DacreReview
by a verified client in Oxfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My late husband initially used DBL Management…..he was delighted with their service ….so I had the confidence to to carry on with them
How has Dacre Staines helped you?
Any Questions I have Dacre is very helpful with his professional advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I feel the best has been done
Dacre:
Sandra, thank you for your kind 5 star review. It means a great deal to me personally, not only because of our longstanding connection, but also because continuing to support you after the trust your late husband placed in the DBL team is something I value deeply. I am really pleased to know you feel confident in the advice I have provided and that your experience has met your expectations. Providing clear, independent advice with a personal touch is central to what we do at DBL. Through regular conversations and cashflow modelling, I aim to give you continued confidence and clarity about your financial future. I look forward to working with you for many more years. DacreReview
by a verified client in Shropshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I left my compAany in 1991
How has Dacre Staines helped you?
Constant reviews and advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
In my view nothing
Dacre:
Paul, thank you for your 5 star review. It is wonderful to know that you are so pleased with the advice and ongoing reviews I have provided. Transitioning from my mother, your previous adviser, is an important step, and I am delighted that you feel supported and confident with your financial planning. Regular reviews are essential in keeping your plans on track, and I am glad this approach has met your expectations. I look forward to continuing to support you with independent, personalised advice, ensuring you remain confident in your financial future. 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 a DBL client since 2006 as DBL were my employer's chosen financial advisors. I left that employer in 2008 and have stayed with DBL ever since
How has Dacre Staines helped you?
By taking a calm and pragmatic view towards retirement planning, particularly in these latter years of my working life
Have you seen the outcome you were hoping for?
Yes, we are on target to retire at our intended ages
What could they have done better?
Nothing
Dacre:
Iain, thank you for taking the time to leave your 5 star review. It means a lot that you have stayed with DBL since 2008, well beyond your original introduction through your employer. Long-term relationships like this are at the heart of what I value most in my work. I am pleased that our calm and practical approach to retirement planning has helped bring clarity as you move towards this next stage. It is great to hear that you are on course to retire at the age you had in mind, and I am glad to have played a part in helping you get there. At DBL, we believe that clear financial planning, supported by cashflow modelling, can bring clarity and reassurance for the future. It is a privilege to provide independent, personal advice to clients like you. I look forward to continuing to plan for your retirement and the years after. 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?
Long standing relationship
How has Dacre Staines helped you?
As above
Have you seen the outcome you were hoping for?
Generally, yes
Dacre:
Steve, thank you for taking the time to leave your feedback and the 4.3 rating. I am really pleased to hear that you feel generally on track with the outcomes you were hoping for, and that our long-standing relationship has continued to support your financial needs. Carrying forward the trust built over many years is something I take seriously, and it has been a privilege to provide advice that continues to align with your objectives. At DBL Asset Management, we pride ourselves on offering independent advice that is both local and personal. Using tools like cashflow modelling, we aim to give clients clarity and confidence in their financial future. I look forward to continuing our work together and supporting you with your plans over the coming years. Dacre