David's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 1 )
Pensions ( 51 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 40 )
Investments and Savings ( 18 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 6 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 27 )
Financial Planning ( 18 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 15 )
£100k - £200k ( 2 )
( 1 )
£50k - 100k ( 3 )
Up to £50k ( 4 )
Review
by a verified client in Worcestershire
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To take early retirement and take the transfer value from an existing pension
How has David Huntbatch helped you?
By enabling me to take early retirement
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
David:
Dear Sharon, Thank you for your kind review. It’s been a real pleasure supporting you over the years, and I’m so pleased to hear that you continue to feel confident in the decisions we’ve made together. Helping you take early retirement and navigate the pension transfer process was a significant step, and I’m glad to have been part of that journey. It’s also been great to maintain our ongoing relationship through our regular review meetings - these catch-ups are so important in making sure your plans continue to align with your goals as life evolves. I look forward to continuing our work together and supporting you in the years to come. Warm regards, David HuntbatchReview
by a verified client in Lancashire
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to transfer an existing pension to a more favourable product.
How has David Huntbatch helped you?
He understood my requirements and sourced an appropriate product.
Have you seen the outcome you were hoping for?
yes, vey much so.
What could they have done better?
No, I am perfectly happy he did the best job possible.
David:
Thank you, Cleve, for taking the time to leave such a positive review. I'm really pleased to hear that you’re happy with the outcome of the pension transfer and felt confident that I understood your needs and found the right solution for you. It’s always rewarding to know that the advice and support provided made a genuine difference, particularly with such an important financial decision. Helping clients find more suitable pensions and investments that align with their long-term goals is at the heart of what I do, so your feedback is greatly appreciated. It’s also encouraging to know you felt the process was handled as well as it could be - that’s exactly the experience I aim to deliver. Thanks again for your kind words and for trusting me to support you with your financial planning. If there’s ever anything else you need, I’ll be here to help.Review
by a verified client in Worcestershire
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has David Huntbatch helped you?
Worked out pension to see if i could retire early.he explained in simple terms the risks and benefits of in vesting the money
Have you seen the outcome you were hoping for?
Yes so far
What could they have done better?
Nothink
David:
Thank you, Steve, for taking the time to leave this review. I’m really pleased to hear that the support I provided around your retirement planning has been helpful. It’s great to know that the guidance around your pension gave you the clarity and confidence to consider early retirement. I always aim to explain the options, risks, and benefits in a straightforward way, so I’m glad this approach worked well for you. Helping clients navigate such a significant life change is incredibly rewarding, and it’s encouraging to hear that you’re seeing the outcomes you were hoping for so far. I look forward to continuing to support you on your financial journey and ensuring your plans stay on track in the years ahead. Thanks again for your kind words.Review
by a verified client in Staffordshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was thinking about what to do with my retirement and pension and i didn’t really know understand ? So i got talking to work colleagues and Somy friends and thy told me to speak to Dave it was best phone call i have placed in years thank you Dave
How has David Huntbatch helped you?
Dave and his team have helped myself and my family by not having to worry about my finances now as long as I’m not silly and extravagant and also for my families future and finances when I’m no longer here thank you
Have you seen the outcome you were hoping for?
Yes Dave and his team have worked really hard for me through COVID and WAR in the world to keep my finances on track. thanks
What could they have done better?
I am not aware of of anything that Dave and his team could do better than what they have done for me
David:
Dear Keith, Thank you so much for taking the time to share your experience - your kind words mean a great deal to us. I’m really pleased to hear that the support from myself and the team has made such a positive difference to both your peace of mind and your family’s future. Knowing that you no longer feel burdened by financial worries is exactly the outcome we strive for with every client. It’s especially rewarding to know that you felt confident in turning to us following the recommendation from your colleagues and friends - that trust is never taken for granted. Helping you navigate such an important life stage as retirement planning, particularly through challenging times like COVID and global uncertainty, is a responsibility we’ve been proud to take on. Thank you again for your thoughtful words and ongoing trust. We look forward to continuing to support you and your family in the years ahead. Warm regards, David HuntbatchReview
by a verified client in West Midlands
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moving my pension and getting the best advise to sustain a level of income to meet my needs as I retired early.
How has David Huntbatch helped you?
David and advised me the best way to manage my pension and how to get the best returns over the long term .He instantly new the best products on the financial market to help me sustain a level of income to meet my needs
Have you seen the outcome you were hoping for?
The results have been everything David advised and he has given me peace of mind.
What could they have done better?
Nothing .David has always explained everything to me , sometimes more than once, so I can easily understand how things work and how my plan is progressing.
David:
Dear Richard, Thank you for taking the time to leave such a thoughtful review. I’m genuinely pleased to hear that you’ve found our conversations clear and helpful, and I’m always happy to explain things more than once - financial planning should never feel confusing. It’s been a pleasure supporting you through your early retirement journey, particularly in managing your pension to help sustain the income you need. Knowing that the outcomes so far have matched your expectations, and that you feel peace of mind as a result, is exactly what I aim for with every client. Helping you navigate the market and select the most suitable pension for the long term has been a real privilege. Your trust throughout the process means a great deal. Thank you again for your kind words and continued confidence - I look forward to continuing our work together in the years ahead. Warm regards, David Huntbatch