EXCELLENT Based on 5 reviews Posted on Google Vicky HinchliffeTrustindex verifies that the original source of the review is Google. Daniel has been incredibly helpful and professional. He took the time to understand our needs and has given us some excellent advice. We wouldn’t hesitate to recommend his financial services to anyone.Posted on Google Christopher TustinTrustindex verifies that the original source of the review is Google. I was getting quite stressed about when I might realistically be able to hang up my boots, but Dan sat down with me and we worked through all the figures in a wonderfully relaxed way. He formulated a brilliant plan that highlighted what my income could be if I chose to purchase an annuity, which is a massive relief. He’s a genuinely lovely chap who really listens to what you want to achieve and I’d highly recommend him.Posted on Google Jay West (Mizfit-BA1)Trustindex verifies that the original source of the review is Google. Superb support and I’m incredibly happy with the service from Dan. He is always at the end of the phone whenever I need a little bit of extra guidance with my finances or investments.Posted on Google Bazza stephenTrustindex verifies that the original source of the review is Google. My husband and I first approached Dan when we were starting to feel a bit overwhelmed by the thought of my retirement. I had various pensions and savings spread all over the place and honestly didn't have a clear idea of when I could actually afford to stop working. Dan took the time to look at our entire financial picture and ironed every detail out in black and white for us. He helped us consolidate our different accounts where it made sense and suddenly everything felt so much more manageable. The most incredible part was when he showed us the figures and gave us the reassurance that I could actually retire much sooner than we'd ever anticipated. Following a few really difficult family and life events recently, having that peace of mind was everything to us. It reminded us that life is short and we wanted to enjoy our time while we still have our health. I officially retired just last week and it’s a massive weight off our shoulders and we couldn't have done any of this without Dan's help. He's a brilliant adviser who truly cares about his clients and we wouldn't hesitate to recommend him to any of our friends or family.Posted on Google Lewis RoundTrustindex verifies that the original source of the review is Google. Dan provided me with invaluable advice during a period of major life change when I urgently needed help. I was adamant I only had one option, but Dan immediately raised several viable alternative options that I hadn't considered or realised were even possible. He took the time to outline the impacts and potential drawbacks of each option, ensuring I understood everything fully. Thanks to Dan, I’m happy and confident that I’ve ended up with a much better outcome, which has saved me not only thousands of pounds but also countless sleepless nights of worry. I am incredibly grateful for Dan's expertise and guidance. I wouldn't hesitate to use him again, nor would I hesitate for a second to refer any of my family or friends who are in need of exceptional financial advice. Thanks again Dan!Verified by TrustindexTrustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more