November 2020 by Mike Haggerty
My wife and I recently had an arranged telephone-based review of our financial matters with David.Given the current difficult times, we were braced for some bad news regarding the state of our investments, but we were relieved to learn that in actual fact the damage was nowhere near as bad as we feared.This was largely because, in a previous review, David had gone over our situation and, by agreement, reduced our risk profile. Now, more than we ever thought, that turned out to be very good advice...so the learning point is - it makes sense to go with David's suggestions, he knows his clients and what their needs are. Thank you David!
November 2020 by Janet Uglehus
David Vance is very professional and an excellent independent financial advisor. My husband and I are very happy with all the financial advice offered over the last 17 years. I would highly recommend him to anyone serious about investing.
November 2020 by Hamish Fraser
We have had excellent service and advice from David Vance from the start. No one could be more pleasant and helpful to deal with and any guidance that we have had has proved to be sound.
November 2020 by Gabby Phillips
Excellent service. Efficient, knowledgeable and proactive. Can't ask for more.
November 2019 by Krafted Agency
I found David to be extremely helpful with pension advice.
