Dacre's reviews
Reviewed for
Insurance and Protection ( 28 )
Mortgages ( 4 )
Pensions ( 127 )
Retirement income (annuities, drawdown) ( 73 )
Auto Enrolment ( 4 )
Investments and Savings ( 109 )
Pension Transfers - Non Specialist ( 24 )
Inheritance Planning ( 52 )
Long Term Care ( 15 )
Pension Transfers - Specialist ( 21 )
Financial Planning ( 101 )
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 Shropshire
3 days 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
Review
by a verified client in Cheshire
14 days 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
a month 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. 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?
Looking after my pension and investments.
How has Dacre Staines helped you?
Helping me with all my finances making sure I make the right decisions.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Can’t think of anything Dacre and his team could do better. They are so helpful in every aspect so professional.
Dacre:
Elaine, thank you for your wonderful 5 star review. I do appreciate your kind words and am delighted to hear that you have found my support helpful and professional. Managing pensions and investments can be complex, and I am pleased that my guidance has given you confidence in making the right financial decisions. Seeing that you have achieved the outcomes you were hoping for is fantastic, and it is always my priority to ensure your financial plans remain on track. I look forward to continuing to support you and providing the independent advice that helps you feel secure in your financial future. If there is ever anything more I can do, please do not hesitate to let me know. 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 been with Dacre for a number of years now.
How has Dacre Staines helped you?
Dacre advises you in a way that is easy to understand, causing you to worry less about your financial future.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Dacre:
Angela, thank you for your wonderful 5 star review. It is a pleasure working with both you and Steve, I appreciate your kind words. It is great to know that my advice has helped simplify financial matters for you and provided reassurance about your future. Ensuring clients feel confident and secure in their financial plans is a key part of my role, and I am delighted that you have found our discussions clear and helpful. I look forward to continuing to support you in the years ahead. If there is ever anything you would like to discuss, please do not hesitate to contact me. Dacre