Dominic's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 61 )
Retirement income (annuities, drawdown) ( 58 )
Investments and Savings ( 73 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 20 )
Long Term Care ( 16 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 41 )
Financial Mentoring ( 7 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 19 )
£100k - £200k ( 9 )
Up to £50k ( 5 )
£50k - 100k ( 3 )
First impression
by a VouchedFor user
18 days ago
Overall
Please provide a brief comment about your experience with Dominic
Very professional and understood my concerns and gave helpful and relevant advice.
Dominic:
Dear Gillian, many thanks for taking the time and energy to leave your review, much appreciated! I look forward to working with you. All best wishes. DomReview
by a verified client in Staffordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to plan our retirement, so needed pension advice
How has Dominic Spalding helped you?
We have a retirement plan now
Have you seen the outcome you were hoping for?
Yes, looking good
Dominic:
Dear Jane, many thanks for leaving this review; always really appreciated. Thanks for your continued support! Best wishes, Dom.Review
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?
Guidance on how to manage our finaces and long term planning
How has Dominic Spalding helped you?
By understanding our requirements thourghly and recommending a suitable investment package.
Have you seen the outcome you were hoping for?
Yes although the markets are difficult I feel we have the right solution for us.
What could they have done better?
Can't think of anything
Dominic:
Hi Neil, many thanks for taking the time and energy to leave your review. Always very appreciated. if there is anything else at all we can help with please don't hesitate to get in touch. We're here when you need us. All best wishes, Dom.First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Dominic
My initial contact with Dominic was via a short Teams video call. This was then followed up a number of weeks later, by a longer and more detailed face to face with Dominic and his colleague Harry, at the office. During the meeting both Dominic and Harry were totally professional throughout. They were clearly genuinely interested in trying to find out more about me and my particular circumstance. Dominic would regularly take time to summarise his understanding before moving on to ask more thought provoking questions. At no time did I feel under pressure to make any immediate decisions or commitments. To be honest, the meeting exceeded my expectations.
Dominic:
Dear Momcilo, many thanks for taking the time and energy to do this, it is very much appreciated. Thanks too for the detail; that's really interesting and helpful. If there's anything else you need please drop either me or Harry an email. All best wishes. DomReview
by a verified client in Oxfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initial circumstances were that we were living/working abroad & wanted to plan my retirement in UK. So understanding in detail our financial situation was critical to the timing.
How has Dominic Spalding helped you?
Dom was able to simply break down the various elements of income, savings, investments and our situation and develop a model over a timeline, which really help with decision making. It also gave us the peace of mind we were looking for.
Have you seen the outcome you were hoping for?
It's been a planned journey & we are executing the discussed & agreed actions over the last couple of years. It's all coming together & am comfortable with the current outcome.
What could they have done better?
Nothing really, the team Dom has with him, in Kerry & Kevin also do an excellent job
Dominic:
Hi Chris, many thanks for taking the time to do this, very much appreciated. All best wishes. Dom.