Reviewed for

Insurance and Protection ( 6 )

Mortgages ( 4 )

Pensions ( 41 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 5 )

Investments and Savings ( 38 )

Pension Transfers - Non Specialist ( 1 )

Inheritance Planning ( 2 )

Reviewers' assets

£500k+ ( 9 )

£200k - £500k ( 12 )

£100k - £200k ( 7 )

Up to £50k ( 4 )

£50k - 100k ( 4 )

Client reviews

First impression from a user who is not yet a client

April, 2019

Overall

Please provide a brief comment about your experience with David

David spent time understanding my current situation, and gave me a clear and honest opinion of what my options were.

Review from verified client

April, 2019

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

I have 3 pension schemes and I needed advice on how to get the best from them to allow me to plan my retirement.

How has David Shepherd helped you?

I thought I knew all I needed to know about planning for my retirement. David looked at my pension plan schemes in detail and we discussed the benefits that each offered. David made me see pension planning and retirement in quite a different light. I'm so pleased I spoke to him.

Have you seen the outcome you were hoping for?

The outcome was better and more flexible than I had expected. I have more (good) options than I realised I had before I saw David.

First impression from a user who is not yet a client

August, 2018

Overall

Please provide a brief comment about your experience with David

He introduced himself well and a good rapport was quickly established. I provided a detailed breakdown of my financial position but he made little reference to it. I got the impression that he had already decided on the best course of action (an insurance based solution) without much consideration of alternatives.

First impression from a user who is not yet a client

February, 2017

Overall

Please provide a brief comment about your experience with David

David both proficiently collected appropriate information and answered questions to my satisfaction at our first meeting. His report arrived promptly and encompassed the elements I needed to make financial decisions.

First impression from a user who is not yet a client

January, 2017

Overall

Please provide a brief comment about your experience with David

A very informative and useful meeting. David explained everything in detail and left me in no doubt as to what might be the best solutions for me and the costs.

First impression from a user who is not yet a client

January, 2017

Overall

Please provide a brief comment about your experience with David

David was clear about explaining the charges and the services offered. We agreed to meet for an initial fee free consultation at his offices.

First impression from a user who is not yet a client

January, 2017

Overall

Please provide a brief comment about your experience with David

Very nice helpful person. Would have no hesitation in recommending him to others

First impression from a user who is not yet a client

November, 2016

Overall

Please provide a brief comment about your experience with David

An interesting first meeting. David was clear in how he manages his clients and gave some indications on how my assets could be managed. There was no pressure on making a decision.

First impression from a user who is not yet a client

September, 2016

Overall

Please provide a brief comment about your experience with David

David raised my awareness of various options which I now need to consider. He helpfully provided some Ilustrations, for clarity.

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement age and having recently moved to the area, my wife and I needed to ensure that our pensions investments were maximising the opportunities for growth, with an acceptable level of risk. With some awareness of retirement planning and the financial services industry, I was looking for a financial adviser to help with this and chose 2 or 3 local companies from this site to see what they had to offer.

How has David Shepherd helped you?

Dave took us through the options available to us in our first free meeting and we very quickly decided that we liked his approach and background and asked him to work with us to review our situation and make recommendations.

Have you seen the outcome you were hoping for?

6 months on, I now have one consolidated pension pot which has shown some good growth, beyond that which typically I was obtaining previously from my own self-managed investment strategy.

What could they have done better?

I can't fault David's approach and professionalism from the first point of contact.

First impression from a user who is not yet a client

February, 2016

Overall

Please provide a brief comment about your experience with David

My initial telephone conversation with David was constructive and very helpful. I was specific in my requirements - I needed advice with taking my pension - and David was able to outline possible plans for my investments. There was no pressure to proceed further and I was able to 'sleep' on the points discussed. Following my initial contact with David I have now using his services and am very pleased with his advice and help. David is a good listener and is able to explain various 'options' in an easily understood and reassuring manner. My comments can only be positive and I would have no hesitation in recommending his services to my closest friends.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

To release a portion of pension funds and move remainder to a more successful company.

How has David Shepherd helped you?

Understanding of our requirements, direct contact with Aegon, transfer of funds to Standard Life.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. It was all very good.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Retirement.

How has David Shepherd helped you?

Understood my position and advised the best way forward.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Retirement.

How has David Shepherd helped you?

David gave me confidence when helping me to decide how to plan for my retirement and invest a lump sum for the future. He was clear and concise and was able to explain complex issues in everyday terms. Initial returns on my investment have been very good and as he predicted.

Have you seen the outcome you were hoping for?

Very pleased with the returns I have acheived.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

SEE BELOW.

How has David Shepherd helped you?

David Shepherd has always been a pleasure to work with, easy to understand and has provided me with excellent advice over the last 9 years, particularly when the markets weren't performing very well. My introduction to David Shepherd in 2005 was for my daughter's school fee planning, but I now go to him for all my financial advice.

Have you seen the outcome you were hoping for?

Outcomes are good.

What could they have done better?

I'm quite satisfied that David Shepherd does an excellent job as he is.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Reassurance we are doing all the right things at the right time to ensure we are making the best of our wealth.

How has David Shepherd helped you?

Listens to our individual needs.

Have you seen the outcome you were hoping for?

Unchanged since last review.

What could they have done better?

Nothing identified

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I wanted to take a more proactive approach to investments and retirement planning.

How has David Shepherd helped you?

David is very responsive to queries and is also good at explaining complex financial concepts in easy to understand language. I receive a regular financial update with his recommendations as to whether to leave as is, or switch investment funds. If a switch is recommended he explains why and provides the financial case clearly. On a personal level David is approachable, personable and takes care to listen to my views and concerns about financial planning.

Have you seen the outcome you were hoping for?

Thanks to David's advice and the investments I have made, my portfolio is looking much healthier and my goal of a decent pension is achievable.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

I needed a qualified professional who would offer solid advice.

How has David Shepherd helped you?

David is an excellent advisor. He took the time to listen my needs and has spread my investments across a range of products which reflect my attitude to risk. To date, I have received great returns - all during a market downturn. That's something which other advisors can't always match.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

My previous financial adviser retired due to ill health in 2009 but before his retirement he researched for as good a replacement as he could possibly find and confidently recommended David.

How has David Shepherd helped you?

He took over my portfolio and assessed with me my needs and risk tolerance and proceeded to manage my accounts with efficient confidence.

Have you seen the outcome you were hoping for?

Six years on I am extremely pleased with David's management of my financial affairs and have every confidence in his advice and efficiency. I am more than pleased with the outcome that I was hoping for.

What could they have done better?

I have full confidence in David's integrity and efficiency and am very pleased with the results he has produced for me so, can think of no criticisms of his performance in my case.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

I needed urgent advice on post divorce setting up of my private pension.

How has David Shepherd helped you?

My reason for meeting with David was to get some solid and sound information about setting up my own pension post divorce and to implement some pension sharing orders. David is very good at showing you what your options are. He way of communicating is clear and very attentive. He does not mind you asking many questions. He is patient and very approachable. He really gave me peace of mind. He is easy to get hold of either directly or via his assistant. This was one post divorce exercise I had been very worried and stressed about and I came away feeling much more calm and informed. Thank you, David for you kind advice and great service.

Have you seen the outcome you were hoping for?

My pension was reviewed, as per our agreement and is doing well. I am very pleased with the yearly update and opportunity to assess if it still on track. David gives you ongoing advice, which in this day and age is invaluable. I am still very pleased to have met David.

What could they have done better?

In this instance I really do not know where he could have improved. I am very positive about my dealings with David.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Previous one retired.

How has David Shepherd helped you?

Did a full review and spent time really understanding our situation and goals.

Have you seen the outcome you were hoping for?

Employed and Yes.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Needed sound financial advise on Pensions.

How has David Shepherd helped you?

HE provides excellent on Pensions.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Not a lot, he is very good at providing advice & following it through

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Change in employment and retirement.

How has David Shepherd helped you?

David provides a personalised service with clear explanations of the technicalities of the different financial products available.

Have you seen the outcome you were hoping for?

I am now retired and David manages my pension pot and investments.

What could they have done better?

I couldn't expect or ask for anything more

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Pension annuity and lump sum to invest.

How has David Shepherd helped you?

Always gives prompt and helpful advice. Will make appointments to suit you.

Have you seen the outcome you were hoping for?

Retired. Yes.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

Wishing to make sound savings and investments for the future.

How has David Shepherd helped you?

Manages all aspects of my investments well especially selection of investments to suit my attitude to risk.

Have you seen the outcome you were hoping for?

Very satisfied with ongoing performance.

What could they have done better?

There are no areas I feel need improvement

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

I retired from full time employment.

How has David Shepherd helped you?

David has provided a good service, with the right balance for me of proactive input and not constantly being in contact just fro the sake of it. The investments he has advised have performed well, but more importantly, I feel risk has been very well spread and reward has been commensurate.

Have you seen the outcome you were hoping for?

I have been pleased with the outcomes achieved and continue with David as my personal situation has evolved.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an adviser?

upcoming retirement.

How has David Shepherd helped you?

advised on setting up pension and investments.

Have you seen the outcome you were hoping for?

followed the advise provided, outcome satisfactory.

What could they have done better?

nothing

First impression from a user who is not yet a client

July, 2015

Overall

Please provide a brief comment about your experience with David

David was very helpful and easy to talk to.

First impression from a user who is not yet a client

February, 2015

Overall

Please provide a brief comment about your experience with David

David was extremely welcoming and helpful. I would have no hesitation in recommending him to others.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Hampshire

How has David Shepherd helped you?

David is an effective communicator who listens carefully to his client's requirements. He is very easy to talk to and I feel that I can approach him or a member of his team at any time to ask questions. I was impressed with his professionalism and competence from our initial telephone conversation. David discussed various pension options with me and clearly explained their advantages and disadvantages. I felt confident that the most suitable product was selected to suit my individual needs. I was kept fully informed by David and his team at every stage in the setup of my new pension and the transfer of funds from my old pensions. David has carried out an excellent job of managing the funds set setup. I would highly recommend him and his team.

First impression from a user who is not yet a client

February, 2015

Overall

Please provide a brief comment about your experience with David

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Dorset

How has David Shepherd helped you?

David was able to advise us when we inherited a significant amount of money which means that we will in the near future be able to take part of our income from the investments we have made. He was clear about the best way to get our money to work for us and was even able to advise our teenage sons about their money that they had inherited. He explained to us what the implications of long term investments were and assessed our attitude to risk. David can keep a clear head about the ups and downs of our investments which provides reassurance for us when things are not going quite so well.

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with David

He answered my queries clearly and gave me the advice I asked for.

First impression from a user who is not yet a client

December, 2014

Overall

Please provide a brief comment about your experience with David

First impression from a user who is not yet a client

December, 2014

Overall

Please provide a brief comment about your experience with David

David was very helpful in reviewing our current financial situation and helping to clarify our options at this stage of our retirement.

First impression from a user who is not yet a client

November, 2014

Overall

Please provide a brief comment about your experience with David

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Dorset

How has David Shepherd helped you?

We have been with David several years and he has been very good at listening and understanding our changing objectives and defining a suitable financial plan. He is very good at describing financial products and why they are suitable for our needs, without any pressure to take his advice.

First impression from a user who is not yet a client

September, 2014

Overall

Please provide a brief comment about your experience with David

David was very clear in his explanation and knew the subject inside out. Very good !

First impression from a user who is not yet a client

September, 2014

Overall

Please provide a brief comment about your experience with David

David was very helpful and it was useful fitst experience ofan IFA. David was clear and knowledgeable and will certainly consider using his services when the time comes to take action.

First impression from a user who is not yet a client

September, 2014

Overall

Please provide a brief comment about your experience with David

Fast efficient, professional response to my initial pension inquiry.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Dorset

How has David Shepherd helped you?

I have recently retired and consequently needed a fundamental review of my financial assets so as to generate a sustainable income. From the very first meeting, David quickly devised a strategy, for both short and long term, with several alternatives to allow for unforeseen circumstances. At a subsequent meeting David explained to my wife and I, how these plans for our financial future were influenced by considerations of tax efficiency, and our attitudes to investment risk. DavidÂ’s ability to formulate several alternative strategies including fall-back positions would indicate many years of experience. This level of skill coupled with his affable nature means I would highly recommend David Shepherd as a truly independent financial adviser.

What could they have done better?

My only regret, I should have contacted Clarke & Partners in general and more specifically David Shepard many years ago.

First impression from a user who is not yet a client

July, 2014

Overall

Please provide a brief comment about your experience with David

I sen a message and received no response whatsoever...not impressive.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Dorset

How has David Shepherd helped you?

Requiring an overhaul of both my wife`s and my savings/ investments, David was able to quickly assess our needs and advise on best options available. He has also undertaken to review my existing various pension arrangements and advise accordingly regarding my forthcoming early retirement. This is early days with David, having only had our initial meeting some five weeks ago, however he arranged our investments without delay and we have every confidence in his ability to continue to look after our best interests. David has a pleasant personality and is easy to work with.

First impression from a user who is not yet a client

May, 2014

Overall

Please provide a brief comment about your experience with David

A very experienced and helpful person

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Dorset

How has David Shepherd helped you?

I have only just signed up with David, but was very impressed by his approach and clear grasp of the areas I was looking for advice on. David has also been very responsive to queries, generally responding in less than 24 hours to general queries.

What could they have done better?

A little too wedded to live demonstration of items on the computer when face to face.

Review from verified client

April, 2014

Overall

Advice

Service

Value

Based in Hampshire

How has David Shepherd helped you?

David confirmed what i knew already. Clarified what i was not sure of. Gave me the option of keeping an existing with profits pension pot or transferring it to SIPP as specific instance.

What could they have done better?

I took at face value the charges for 3 pension transfers to a SIPP without negotiating or at comparing another financial adviser. In hindsight, i would want him to break out his costs for this transaction type. Im left wondering if i should have done better on this topic. Otherwise so far so good the advice has been excellent. Now i have to wait a while to see if the benefits of an IFR materialise.

Review from verified client

April, 2014

Overall

Advice

Service

Value

Based in Dorset

How has David Shepherd helped you?

David is extremely personable and approachable. He clearly knows and understands his subject in breadth and depth. He gives impartial advice and provides sufficient information to enable a client to make an informed decision. He is able to explain complex subjects in a way that makes them understandable to the average consumer.

What could they have done better?

David has provided an excellent service in everything I have discussed with him, I have yet to identify any areas of weakness.

First impression from a user who is not yet a client

April, 2014

Overall

Please provide a brief comment about your experience with David

David was able to quickly assess my needs and give me valuable insights. I feel confident in his ability to advise me going forward

Review from verified client

March, 2014

Overall

Advice

Service

Value

Based in Hampshire

How has David Shepherd helped you?

David is very focused on understanding the needs of his clients first. He clarifies their financial objectives and then clearly explains the options in language that is easy to understand. He simplifies the information so that an informed decision can be made. He shows a very keen interest in his clients - and recommends suitable financial products but is not at all "pushy". He is a very trustworthy expert in the financial services industry - and I strongly recommend him to others!

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Dorset

How has David Shepherd helped you?

Very thorough and comprehensive service - understood our needs before making proposals

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Hampshire

How has David Shepherd helped you?

David is very responsive to queries and is also good at explaining complex financial concepts in easy to understand language. I receive a financial update twice a year with his recommendations as to whether to leave as is, or switch investment funds. He is also happy to travel to meet up with me in person as I moved away from Dorset to Hampshire. If a switch is recommended he explains why and provides the financial case clearly. On a personal level David is approachable, personable and takes care to listen to my views and concerns about financial planning.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Essex

How has David Shepherd helped you?

I have learnt to trust David's sensible advice, which is carefully tailored to my particular needs and attitudes. He has advised me across the range of my modest investments for nearly 20 years, providing sound and so far successful recommendations that have never appeared to be motivated by anything other than a professional desire to provide a highly competent and above all dependable service.

What could they have done better?

I have no complaints at all. David could be based geographically closer for my personal convenience, but that matters little in our modern age of electronic communications and, when a meeting is necessary, I am prepared to travel to benefit from his advice; that said, David has often taken the trouble to travel to me.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Dorset

How has David Shepherd helped you?

Manages all aspects of my investments well especially selection of investments to suit my attitude to risk.

What could they have done better?

There are no areas I feel need improvement

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Dorset

How has David Shepherd helped you?

Listens to our individual needs

What could they have done better?

Nothing identified

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Dorset

How has David Shepherd helped you?

David gave me a good overview of what I should be thinking about planning wise and also advised on the adequacy of policies I already had in place. His advise was concise and acted quickly to get my requirements sorted.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Dorset

How has David Shepherd helped you?

HE provides excellent on Pensions.

What could they have done better?

Not a lot, he is very good at providing advice & following it through

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Merseyside

How has David Shepherd helped you?

Extremely helpful on investments and financial advice. Always responds promptly. Gives full confidence with his knowledge of the financial service market.

What could they have done better?

Very happy with the advice provided. Has an approachable personality, explains proposals clearly and to date I am very satisfied with my investments.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Dorset

How has David Shepherd helped you?

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Dorset

How has David Shepherd helped you?

What could they have done better?

I have full confidence in David's integrity and efficiency and am very pleased with the results he has produced for me so, can think of no criticisms of his performance in my case.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Dorset

How has David Shepherd helped you?

Always gives prompt and helpful advice. Will make appointments to suit you.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Dorset

How has David Shepherd helped you?

My reason for meeting with David was to get some solid and sound information about setting up my own pension post divorce and to implement some pension sharing orders. David is very good at showing you what your options are. He way of communicating is clear and very attentive. He does not mind you asking many questions. He is patient and very approachable. He really gave me peace of mind. He is easy to get hold of either directly or via his assistant. This was one post divorce exercise I had been very worried and stressed about and I came away feeling much more calm and informed. Thank you, David for you kind advice and great service.

What could they have done better?

In this instance I really do not know where he could have improved. I am very positive about my dealings with David.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Dorset

How has David Shepherd helped you?

I was recommended to David and made an appointment to see him regarding my pension. After two meetings with him I felt very happy with the options put forward to me. l was dealt with in a very professional manner and did not feel pressurised into doing anything l didn't want to do. Going forward its great to think David is now keeping a close eye on my investment for the future.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Dorset

How has David Shepherd helped you?

David provides a personalised service with clear explanations of the technicalities of the different financial products available.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Dorset

How has David Shepherd helped you?

David Shepherd has always been a pleasure to work with, easy to understand and has provided me with excellent advice over the last 9 years, particularly when the markets weren't performing very well. My introduction to David Shepherd in 2005 was for my daughter's school fee planning, but I now go to him for all my financial advice.

What could they have done better?

I'm quite satisfied that David Shepherd does an excellent job as he is.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Dorset

How has David Shepherd helped you?

David is a very knowledgeable Financial Adviser and was able to advise me on my pension options with complete confidence. He was very good at following up my transfers and kept me updated with regular phone calls. Very happy with the service he provided.

What could they have done better?

Can't think of anything at the moment.

First impression from a user who is not yet a client

October, 2013

Overall

Please provide a brief comment about your experience with David

David was extremely helpful but I will not use him again as the location is not convenient.

Review from verified client

August, 2013

Overall

Advice

Service

Value

Based in Dorset

How has David Shepherd helped you?

David listened and understood our requirements, recommended suitable products and explained clearly his fees. Because of the relatively small amounts invoved I have not compared his fees with other IFAs so am not able to provide a valid opinion of 'value for money'. Suffice to say I thought they were reasonable !

First impression from a user who is not yet a client

June, 2013

Overall

Please provide a brief comment about your experience with David

too soon to comment further

Review from verified client

February, 2013

Overall

Advice

Service

Value

Based in Dorset

How has David Shepherd helped you?

David gave me confidence when helping me to decide how to plan for my retirement and invest a lump sum for the future. He was clear and concise and was able to explain complex issues in everyday terms. Initial returns on my investment have been very good and as he predicted

Review from verified client

February, 2013

Overall

Advice

Service

Value

Based in Dorset

How has David Shepherd helped you?

I have known David for about 5 years. Although I am a small fish in a big investment pond, I have always found the staff at Clarke and Partners most welcoming and helpful. I find David an honest man who has always given me good, sound advice about my pension requirements and ISA investments. Customer satisfaction is a high priority for David, rather than company profits.

Review from verified client

January, 2013

Overall

Advice

Service

Value

Based in Dorset

How has David Shepherd helped you?

David has looked after my investments for over 10 years. He provides regular updates on my portfolio and advises if any changes need to be made, in light of my circumstances and market conditions.

Review from verified client

January, 2013

Overall

Advice

Service

Value

Based in Dorset

How has David Shepherd helped you?

David is an excellent advisor. He took the time to listen my needs and has spread my investments across a range of products which reflect my attitude to risk. To date, I have received great returns - all during a market downturn. That's something which other advisors can't always match.

What could they have done better?

Nothing

Review from verified client

January, 2013

Overall

Advice

Service

Value

Based in Dorset

How has David Shepherd helped you?

Did a full review and spent time really understanding our situation and goals.