Alresford Financial - Alresford

Paul Buckland

My wife and I visit Alresford from time to time. I had a need for some financial advice and when leaving Alresford I noticed the trestle outside an office stating financial advice, including equity release. I phoned Mike Daniels and arranged a face to face meeting.
Mike was welcoming and had a very pleasant manner. He quickly understood our situation and explained clearly what he could do. The next meeting involved a fair amount of paperwork and an arrangement was made with a company dealing with equity release. Mike also recommended a solicitor, who gave a good service.
I have no hesitation in recommending Mike for financial advice.

David Lewin

I visited Mike in August 2024. I felt that Mike was very knowledgeable and willing to listen to understand the situation. I was very impressed that Mike was open and honest about how he could help. I felt that there was an integrity and the desire to help rather than to push financial services which was very welcoming.

Catherine Sutton

Mike has gone above and beyond to help us. We can’t thank him enough. Profoundly professional and the most helpful financial advisor ever. A first class service, thank you Mike. You made a stressful process almost stress-free!

Owen Jones

Michael is an exceptional financial advisor. He’s approachable, down-to-earth, and offers practical advice that doesn’t feel overwhelming. I felt completely at ease discussing my financial situation and confident in his guidance. I wouldn’t hesitate to recommend him.

Charley Lee

Mike offered helpful and informative advice for planning and managing my families estate. He helped offer me clarity and was great for making recommendations and answering my questions. I’d highly recommend a visit. Thanks for your help Mike.

Michelle Smith

I was an absolute pleasure meeting Mike, who I visited with my Mother for equity release advice. Everything discussed by Mike was very comprehensive but delivered in a down to earth and understandable way. He is a warm and genuine person, who has your best interests at heart and there is definitely no 'selling' style involved. I would highly recommend him to anyone and would return if I needed financial advice for myself.

Ashley Johnson

Mike is easy to talk to about any personal finances. He really helped us sort out life insurance, and is currently helping us with our mortgage again after helping us a few years back. Mike is a really nice guy to deal with, and amenable and approachable. I felt like I got the best service through using him.

jemma callow

I was passed Mike’s details by a close friend who had used his services and recommended him to me (word of mouth is always the best form of marketing). I was certainly not disappointed; if you’re looking for financial advice then Mike is definitely the person to speak to.

Not only does Mike make complicated scenarios simple to understand, he guides you through the process from beginning to end making sure you’re comfortable throughout.

Mike is always on hand either by phone or email and treats you like you’re his only customer, giving time and focus to your query. He also has an incredibly positive and enthusiastic nature which makes him a total pleasure to work with.

I can’t rate or recommend him enough (I’ve already sent my cousin his way) and will use him for any and all financial advice I need in the future.