Testimonials
Since July 2025, via our ‘Vouchedfor’ client satisfaction questionnaire, we have asked our existing clients for their feedback on our service. Since then, many have kindly taken the time to reply and showcase their positive experience with only ‘5 star’ responses to date.
The testimonials below are additional ‘own words’ comments that some of our clients have also left. Last updated 12th November 2025:
Have you seen the outcome you were hoping for?
“Yes, I am pleased with the outcome and I realise that I could not have achieved this on my own.” V.L – 07/08/2025
How has Daniel Collins helped you?
“Danny is a very personable guy who understands well my needs and my family’s needs from our investments. He is always thinking ahead and has helped with tools showing income during retirement predictions.” N.P – 08/08/2025
“Danny explains things very clearly and leaves me knowing that my finances are not just well invested but also well looked after.” P.A. – 05/11/2025
How has Steve Kadwell helped you?
“I have yet to meet Steve in person. However, via phone calls he is at pains to explain the intricacies of financial planing to me…of which I am clueless. He listens to my wishes and seems to carry them out in the best possible ways. I feel that we have a very good client / adviser rapport.” L.L. – 13/06/2025
“Steve has been my guiding hand now for over 20 years. His knowledge and professionalism have ensured I made the right decisions with regard to pension planning. This became even more important after I entered the world of self-employment in 2007. Now semi-retired I am able to reap the benefits of the pension planning advice Steve has provided.” J.W. – 14/08/2025
“He enabled the successful transfer of pension funds from my divorce settlement into a mixed investment porfolio. Annual reviews have led to tax efficient drawdown and established the timing for the set-up of an initial annuity. He took over management of an existing Fidelity ISA which is now paying monthly dividends. In the most recent review we agreed a plan for using the remainder of the tax-free lump sum that can be drawn from my pension. He has kept me informed about the recent Government policy changes regarding inheritance tax on pensions and encouraged future planning, including making a will and POA.” J.P. – 21/08/2025
What could they have done better?
“Steve and his team are excellent, as they are. Thank you for your expertise, guidance and support.” L.L. – 13/06/2025
“Service has been first class, so nothing” J.H. – 02/10/2025