Testimonials
Read some of the feedback received from clients.I had been putting off sorting out my retirement plans for ages but I finally went to see Gary on the recommendation of a friend. Gary was the first person that actually helped me with what I needed to do and put in place a plan for my own retirement - he was very patient and explained everything ve...
I approached Gary because I had several pensions that I wanted to roll into one and I needed financial advice after leaving full time employment. Gary planned out my financial requirements for the coming years and helped organise my finances so I would know exactly what I had available for my r...
I approached Gary because I wanted to explore my options surrounding my neglected pension funds. Gary reviewed all my different pensions and gave me independent advice about which to amalgamate. He also considered my wider finances and gave me food for thought about what to look at going ...
I approached Gary to help me with managing my finances as I am getting older. Gary spent time explaining everything to me, which instilled confidence in my knowing that he was able to manage my investments. I have been delighted with the outcome, even during this difficult time. I couldn'...
I was looking for a consolidation of pensions and review of existing pension services after leaving them for past 5+yrs. Gave some good sound advice across more than one option. He didn't put me under any pressure or make me feel obliged to take on his services whatsoever. I have been delighted...
After making the move to setup my own limited company, I needed financial advice and guidance in matters such as pensions, savings/investments, critical illness cover, relevant life policies and income protection. Gary provided guidance that was detailed, well informed, easy to understand and t...
