Daniel Evans

Please provide a brief comment about your experience with Daniel

I had a great experience working with Daniel. He was professional, friendly, and excellent at explaining things in a way that was easy to understand. What stood out most was his genuine effort to understand our needs and ensure we were on the right path with our retirement planning. During our initial consultation, which we approached as a high‑level check on our current plan, he quickly recognized that his full service offering wasn’t the best fit for what we needed. Instead of trying to sell us something unnecessary, he pointed us toward an option that would suit us better. I truly felt that his priority was doing the right thing for me and my partner, not selling a service. His guidance was very helpful, and I appreciated the thoughtful direction he provided.

Please provide a brief comment about your experience with Daniel

I had a really positive experience with Daniel at our meeting. He took the time to understand why I was there and how he might be able to help me. It was clear from the out set that his and the company ethos is to work with the client and put the client first. Long term relationships are clearly a big part of of how the company operate, and this will only be driven by working with a client. Daniel took the time to understand my situation and gave me the time to explain it so he could better understand what I needed from the meeting. From that he could really drill down on key points that were relevant to me and ultimately I left feeling like I had clarity. The door has been left wide open by Daniel and when I'm in the position on needing to engage a financial advisor he will be at the top of my list. Thanks so much for your valuable time.

Please provide a brief comment about your experience with Daniel

I had an exploration meeting with Dan, in the meeting he was very approachable, and knowledgeable. in the meeting he asked questions regarding my expectations into retirement that I personally hadn't considered. I would be very happy to work with Dan in the future.

This review is a follow-up review from a client who left a review previously.

How has Daniel Evans helped you since your last review?

By confirming that out plans and goals are still achievable and our progress is on target.

This review is a follow-up review from a client who left a review previously.

How has Daniel Evans helped you since your last review?

I have trust and confidence in the advice and guidance given by Dan. Dan has helped with managing my SIPP and provided guidance on my retirement investments