We were looking for someone who can give us advice to provide improved growth of our finances. He explained how we can vastly improve our financial situation. He was patient and wanted to find out more about our long term financial goals. Very confident we will see a vastly improved financial position over the long term. 5 out of 5 stars for advice, service & value.

I wanted to review our protection planning Daniel identified serious gaps in our current life insurance policies, and put in place recommendations to address these. He thoroughly reviewed the policies and highlighted shortfalls that were hidden within vague and complex terms. He found us policies that were better value in terms of comprehensive coverage and within our budget. He also chose policies which removes any ambiguity of cover in our minds. 5 out of 5 stars for advice, service & value.

Daniel provided comprehensive and easy to understand advice. I had been retired on the grounds of Ill health so no chance of further earnings. Daniel listened to my requirements for the future and circumstances. He has provided a good product to reach and exceed my goals. I've absolutely seen the outcome I was hoping for. I don’t think he could have done anything better. All my needs have been met and fully explained. 5 out of 5 stars for advice, service & value.

Daniel's helped me to understand the investment options available and provided clear, personal advice to explore the possibilities for investing inheritance money. He's done so much more than simply setting up the investment for me. Daniel's been excellent, extremely patient in dealing with my questions and providing the level of detail I was looking for. He's been very approachable and explained how everything works clearly and in plain English. 5 out of 5 stars for advice and service. 4 out of 5 stars for value.