Wiltshire Wealth - Bradford-on-Avon

Sam Cutler

Dan was introduced to us via a wok colleague and he has been exceptional to deal with. His knowledge and reassuring style of communication has made discussing complicated financial decisions much less daunting than we expected.
Dan is continuing to work with us on our investments and pensions and I'm already recommending his services to friends and family.

Phil FitzGerald

Dan's advice is a mix of patience, clarity and actionable insights. Within minutes his calm approach sparks that most elusive of advisor qualities; trustworthiness. He has it in spades, along with ideas and a deep, and wide, knowledge base.

Martin Kohn

I am really pleased in my dealings with Wiltshire Wealth and can recommend them as a trustworthy Financial Services company.

Dan has given me some excellent advice regarding my own investments to the extent that I will not hesitate in passing his contact details to friends and family who are in need of a really capable financial services company.

It is also worth mentioning that Dan as a qualified Actuary is more than capable in understanding the intricacies of financial investments and the life assurance business in general.

Steven Lauder

Popped into to see Dan last week to chat through my retirement plans. Basically wanted to build up a pension pot and some savings that would keeping the wife and I ticking over into our old age, whilst having having something to leave to the kids. Dan was easy to chat to. His ability to cut through the jargon and outline a whole suite of options in simple terms was a godsend - which is no mean feat when so many websites linked to finance, investment and tax is littered with jargon and abbreviations! All in all very happy with his advice and would recommend.

Thomas Brown

Daniel helped us out with certifying a number of documents for a house move. He was very generous with his time and advice. He was easy company, and has excellent taste in poetry.

jenny mosley

I have just been for my first meeting with Daniel. I was so impressed by his clarity and integrity. I wish to goodness that I had come across him any years ago. He is very knowledgeable and made it all the information accessible for me. I left feeling more organised and with a much clearer vision. What a brilliant young man.
Jenny Mosley at Positive Press Ltd

Alex Smith

Dan is very personable and detail-orientated. The service he has provided is very considered and personal, taking into account my financial circumstances, goals and my knowledge of investements, and then tailoring the investment strategy based on those factors. He has not tried to force certain recommendations, but rather has explained a range of options, and worked with me to come up with the most appropriate plan for now, whilst providing reassurance that the plan can be adjusted along the way if necessary. For me, this approach is empowering and confidence-inspiring, and I highly recommend his methods for financial management.

Pete Dungey

Daniel was recommended to us for his personable and thorough approach, and that is certainly the case. We have received advice for various insurances, income protection and pension transfers. Dan was particularly considerate of our request to look at ethical providers and explained detailed illustrations with ease and clarity. We will continue to work with Dan for years to come.