Testimonials
Read some of the feedback received from clients.I have known Daniel for over 13 years, and he has always provided me with sound advice and support in that time. I would not hesitate in recommending his outstanding services to anyone.
Daniel's financial advice to me, provided for over twenty years has allowed me to retire early with confidence and security. Meetings have been regular, friendly and focussed on my needs, with the timely and informative follow up. I feel that anyone would do well to trust Daniel to look after their ...
Daniel has long been a source of sound advice for me. His clear explanations of financial products and help with my planning for the future have been invaluable. I would happily and confidently recommend him to others.
I've been fortunate to have Daniel as my financial adviser for over 25 years and trust him implicitly to give sound, unbiased advice which always has my best interests at heart according to the particular circumstances at the time. He is extremely approachable and trustworthy and I would recommend h...
I first met Daniel over 10 years ago at a time when my life's journey took a very different turn to what I had previously anticipated. After a tenuous and costly divorce I felt myself to be 'all at sea’ with knowing how to handle my existing SIPP which had long been languishing with another pension ...
I have worked with Daniel over the past decade and he has always proven to be a good and critical advisor. We have had some challenging discussions over that time - but this is a good thing!
Daniel has always given me excellent and sound advice over the years putting my best interests first and foremost. The service and support I have received from him and the team has been excellent. I would not hesitate to recommend their services.
Daniel Morris has always given me excellent financial investment advice which has greatly assisted me in investing my pension funds.
Daniel has provided sound financial advice to me for many years. He is very personable and does not push is business, but just helps and guides in a direction that is right for me for example when my financial circumstances have changed. He is also very prompt when replying to questions and queries....
I met Daniel when I set up my business in 2006. He was the first financial adviser whose services I used, he has always given me what I was looking for - clear, concise, consistent and transparent information. Primarily for this reason, I have never felt the need to look for an alternative financial...
I have known Daniel for many years now. He has always given me sound financial advice and adapted to my changing needs. I would never hesitate in recommending Daniel as a financial adviser.
I have known Daniel for over 20 years. He is professional, trustworthy and always provides excellent financial advice. I would highly recommend him.
Daniel has always taken the time to understand my particular needs and tailor his advice accordingly. I find his advice to be sound and comprehensive. He provides excellent service and support and I am happy to recommend his services.
I have been a client of Daniel’s for more than six years. His approach is consistently professional, providing me with good advice and regular updates on my investments. He regularly provides me with information relating to new products and services meeting my requirements. It is always a pleasure t...
Daniel is a financial adviser who has great attention to detail in, and cares about, every aspect of the client’s needs and circumstances. In my own sometimes complex requirements, he has been a thorough adviser and makes sure all aspects are covered. He is also very easy and personable to work with...
