Gareth's reviews
Reviewed for
Insurance and Protection ( 17 )
Mortgages ( 1 )
Pensions ( 122 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 50 )
Auto Enrolment ( 3 )
Investments and Savings ( 61 )
Pension Transfers - Non Specialist ( 30 )
Inheritance Planning ( 24 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 18 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 12 )
£100k - £200k ( 21 )
( 1 )
Up to £50k ( 18 )
£50k - 100k ( 17 )
Review
by a verified client in Down
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension transfer management
How has Gareth Elliott helped you?
I was not making money with a previous provider and has increased annually since moving to Newbridge
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Londonderry
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted my pension to perform better
How has Gareth Elliott helped you?
Gareth has helped me extremely well
Have you seen the outcome you were hoping for?
Yes more than I could have hoped for
What could they have done better?
Nothing much I can think about
Review
by a verified client in Antrim
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension transfer
How has Gareth Elliott helped you?
Yes. Selecting a pension provider and comparing proformance against industry benchmarks
Have you seen the outcome you were hoping for?
Yes, long term growth
Review
by a verified client in Antrim
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To take control of a pension
How has Gareth Elliott helped you?
He helped me set up a pension portfolio.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am happy with what has been achieved.
Review
by a verified client in Armagh
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Seeking advice on investing funds and retirement plans
How has Gareth Elliott helped you?
I had workplace and personal pensions . Gareth was able to collate these which has really simplified things . Everything was explained very clearly and sorted quickly . He also helped with drawing down a tax free sum and advised on best options for investing remaining funds long term . Everything was seemless and Gareth is so friendly , professional and thorough . I feel very well looked after.
Have you seen the outcome you were hoping for?
Yes , my investments have done even better than expected
What could they have done better?
Gareth and his staff in Broughshane , Tammy and Natalie are all excellent at what they do . No improvements needed !