480 reviews | 6 verified advisers
Review for Martin Johnston
What could they have done better?
Nothing from our perspective.
What were the circumstances that caused you to initially look for a financial adviser?
We have been connected to Martin and the Financial Company he works for over 25 years. It started out as I worked for a local Charity and this company offered the pension infrastructure. And we have seen no reason to change the relationship with Martin or the Company. I now work for a national Charity and Martin has advised us throughout that time.
How has Martin helped you?
Martin has made my wife and I more savvy to the importance of financial planning for our retirement. The company were also significant in advising us very early on to take out a level of critical illness cover, that was an absolute God send to us given the change to my personal circumstances. Advising us clearly on combining pensions into one investment portfolio and the power of salary sacrifice! Not sure we would be in the position we are in when we get to retirement in a couple of years without Martin's guidance.
Have you seen the outcome you were hoping for?
Absolutely and then some. Martin's straightforward, pragmatic approach and the type of direct questions he ask, really work for Sue and I. We have confidence in Martin and believe that he really is looking out for us to achieve the best we can financially for our retirement. And we like him...
Review for Daniel Ames
What could they have done better?
There is nothing that needed to be improved upon.
What were the circumstances that caused you to initially look for a financial adviser?
I have been using HDA for pension advice for many years now.
How has Daniel helped you?
Dan took over from my previous advisor who retired a couple of years ago. He has full knowledge of my personal and family finances, and financial obligations. He is managing my pension fund and has recently advised me to move the fund from one pension company to another. This is too ensure my funds are more easily accessed and customer service will be a significant improvement compared to the previous company. He has made a complicated transfer process seamless.
Have you seen the outcome you were hoping for?
Yes, the pension fund is now with the new company and the information I am receiving has vastly improved.
Review for Daniel Ames
What were the circumstances that caused you to initially look for a financial adviser?
Planning to provide for my retirement.
How has Daniel helped you?
Dan has been very helpful and offered sound advice regarding my pension planning.
Have you seen the outcome you were hoping for?
Yes. I’m very happy that everything has proceeded as we discussed.
Review for Daniel Ames
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Imminent retirement
How has Daniel helped you?
Patiently explained all aspects of my pension and was happy to go over complex issues that I didn’t quite understand the first time he explained them
Have you seen the outcome you were hoping for?
Yes
Review for Daniel Ames
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
To help me manage my finances to retire early
How has Daniel helped you?
Dan has helped me a ton retire early and manage my finances to be able to fully enjoy my retirement and maintain the lifestyle I want
Have you seen the outcome you were hoping for?
Yes early retirement and an enjoyable lifestyle
