VouchedFor is the UK’s leading independent review site for financial advisers, mortgage advisers, solicitors, and accountants. We are proud of the ratings and reviews we have received over the years from our clients. There are over 100 reviews independently gathered by VouchedFor, please click on the symbol below to read more.
Mr T, Merseyside
I needed guidance as to how to invest my money and set up a pension. Henry helped me secure and set up a suitable investment plan and pension scheme. He was available whenever I needed him, and he helped me understand financial concepts that previously were alien to me, which was invaluable to a first-time investor/saver. Henry was superb in helping me explore appropriate options and choosing the best one for me.
Mr W, Cambridgeshire
I had been through a divorce and needed to take control of my investments and retirement. Henry did a comprehensive review of my investments and wrote a considerable report that confirmed his recommendations. From this he moved my ISAs into new funds and my pension remained in situ. I am now feeling back in control of my retirement.
Mr W, Cambridge
My wife and I had accumulated a variety of pensions and protection plans, and being in our mid-40s, we wanted to make sure our finances were in sound shape. We did have a previous adviser, but he regularly confused us with technical jargon and didn’t take time to help us understand the advice he was giving. We received a glowing recommendation for Henry and decided to use his services instead. Before giving us any advice, Henry took the time to really understand our situation, including helping us to gain clarity about what we wanted to achieve with our finances. He’s then worked hard to get our finances in much better order. He consolidated our pensions so that we can maximise their value, arranged some additional protection for us, and overall given us advice in a clear and well-reasoned manner. It’s always a pleasure chatting with Henry, and our finances are in better order. We have a much clearer understanding of our situation and foundation for making financial decisions over the coming years, as well as an adviser who we trust can help us navigate those decisions.
Mr B, Northamptonshire
We required advice regarding our existing pensions, existing insurance, and financial status. Henry assisted with the overview of our current financial situation and advised on future planning and protection. The advice was very well presented and understandable, which gave us opportunity to make some solid decisions to safeguard my family’s financial future. We are already seeing the benefits from decisions made, with not only peace of mind knowing our investments and protections are in a solid state, but also from the outset seeing the gains our investments are making.
Mrs F, Stamford
We wanted to get proper, informed advice, especially as we were coming up to retirement. Henry is happy to come to see us in person and has an extensive knowledge of how best to help us with our investments. He has given us the informed advice we were seeking. Henry’s strategies for investment have proved very sound during the recent turmoil caused by Brexit and Covid.
Mrs H, Lincolnshire
We wanted to have our finances in one place rather than several, with one person we trusted in charge of investing them for us, rather than many separate and unlinked funds. Henry looked into our financial situation, suggested a plan, put it into action, and gives us annual reviews in face-to-face meetings which are clear and helpful. Henry is confident that the investments are being made in secure and successful areas. This is communicated to us on a regular basis, and any questions we have are answered quickly and clearly by email or phone.
Mr M, Cambridgeshire
Henry has helped in many ways. First of all, he is very good at listening and understanding my needs. He knows his industry extremely well and what I really like about Henry and his team is that they make the recommendations and leave it with me until I am ready. There is never any pressure to make a decision, and Henry is always available to help.
Mrs M, Lincolnshire
A combination of the death of my parents and my husband’s retirement brought to the fore the need to seek some specialist independent financial advice and support. Dan is very passionate about his specialism, and as such is able to demonstrate knowledge and enthusiasm, which enables confidence in the relationship we have. Dan collected information on all our financial assets, assessed them, and provided recommendations and a strategy on how best to make our investments and savings grow and work for us.
Mr H, Warwickshire
I had a number of pensions to consolidate but was also looking at future investment advice. Dan has been great; he clearly laid out the options I had for my pensions and has set up an investment structure for me that is clear and easy to understand but is also scalable with future investment sums and savings. The access and clarity on the structures that have been set up has exceeded what I was expecting.
Mrs H, Stamford
I needed to know what income I would have if I retired, and if I had enough to retire now. I had a number of pensions from a series of employers. Dan listened to my concerns, then arranged for each of my pensions to be transferred to a SIPP. This included introducing me to a specialist firm to deal with my final salary scheme pensions and explaining the process and fee structure. He provided me with projected cashflows so I was confident I could afford to retire.
Mrs D, Wiltshire
Our previous IFA closed his business, so we looked around for new IFA and Daniel was recommended by a personal friend who was very happy with him. We talked through all the options and risks as well as the benefits, and Dan explained the ethos of his company. He monitored the transfer of our existing portfolio and prompted them when required. Dan offers a very professional service, and the regular newsletters are a good source of information and very helpful.
Mr T, Northamptonshire
I had a number of pensions and was looking for advice on what was best to do with them. Dan helped me understand what I had and whether it would be better to leave them as they were or move them all into a new pension. He also explained the different costs involved. I feel Dan has been very helpful and patient.
Mr G, Solihull
I inherited a sum of money and was looking for advice on a long-term investment, with a view to access the funds later in my life. Dan and I have regular catch ups to review my situation and my investment results. Dan has also helped facilitate maximising my ISA allowance each year and explained market conditions. I am very happy with the level of service provided.
Mr B, Huntingdon
I was looking for sound financial advice leading up to retirement. Daniel had been very thorough in understanding my financial position during my transition to retirement. He has provided a very comprehensive approach to financial risk management, specific to my individual needs. I now feel extremely confident that I have chosen the ideal adviser for the future. Daniel is a very engaging and a confident personality who clearly explains the intricacies of the financial environment. I find Daniel to be extremely knowledgeable and experienced in all aspects of financial management.