David Winter Independent Financial Advisers Ltd
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
Rob explained all my options in detail and answered all the many questions thoroughly. I feel confident in the advice given and look forward to seeing my pension grow.
I'm very pleased to have had Rob's advice since deciding to do something with my collection of personal and workplace pensions. Rob explained everything very clearly. Also the people that we have met in the office have been great. The whole process has gone smoothly and the communication from Rob second to none. I'm now 3 days into retirement, enjoying it and very content with my choice to get in touch with David Winter IFA
We are so delighted with all the help and advice that Rob has offered us over the last couple of years. We are not the biggest of investors but we are treated with great support and dignity each time we go for a consultation. Even when we have found it difficult to express our fears regarding the market, we have always been met with sympathy and full understanding, which leads to a very rich and meaningful discussion. I cannot recommend this company enough - they have literally pulled us out of a very distressing situation and improved our retirement lifestyle dramatically. We cannot thank Rob and the team enough.
I can't recommend Rob highly enough. Since taking over management of my pension, he has given me real peace of mind about my financial future and retirement planning. Rob has a fantastic ability to explain complex financial matters in a clear, straightforward way, making it easy to understand the options available and feel confident in the decisions being made. He is always approachable, responsive and happy to help, not only with pension-related matters but with wider financial questions too. It's reassuring to know that my finances are in safe hands, and I genuinely value the support, advice and professionalism Rob provides. I would have no hesitation in recommending him to anyone looking for a knowledgeable, trustworthy and personable financial adviser.
My meeting with Rob was very good. Rob discussed and explained my options fully. I am very happy to have David Winter as my financial advisors
It really was a pleasure talking to Rob at David Winter. He explained everything very well and answered all my questions so I understood and knew I was making the right decisions with my investments. Thank you.
I have used David Winter for a number of years and the team have been very helpful in managing my investments to support me through retirement. Tge annual review with Rob this month highlighted how well their advice has been! Highly recommended.
Financial advisers in Portsmouth compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Portsmouth are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Abbotstone Financial Solutions LLP | ★ 5,0 | 23 | No |
| 2 | David Waters Financial Planning Consultant | ★ 5,0 | 8 | No |
| 3 | Sterling & Law - Hampshire | ★ 4,9 | 11 | No |
| 4 | Paul Murray Investments | ★ 4,8 | 4 | No |
| 5 | David Winter Independent Financial Advisers Ltd (this page) | ★ 4,8 | 25 | No |
