0330 038 8941
Based in Bury
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: February, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Brett and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 02 April 2025
Brett and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
85
Recent Client Reviews
Brett has received 85 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Brett has received 85 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
8
Qualifications Uploaded
Brett has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Brett has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Brett has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Brett has provided information on their typical fees
Brett has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
20
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Brett (based on 20 first impressions)
100% of users who are not yet clients had a positive first experience with Brett
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Brett (based on 20 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Brett and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 02 April 2025
Brett and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
85
Recent Client Reviews
Brett has received 85 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Brett has received 85 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
8
Qualifications Uploaded
Brett has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Brett has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Brett has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Brett has provided information on their typical fees
Brett has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
20
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Brett (based on 20 first impressions)
100% of users who are not yet clients had a positive first experience with Brett
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Brett (based on 20 first impressions)
I am an independent financial adviser and for you that means I am not constrained by providers or investment choices. I have worked in financial industry for over 25yrs in a number of roles, always with a pension and investment bias. As a business we look after around £350M+ of client monies and currently work with around 1,800+ families. Around 80% of my work involves pensions, in both pre and post retirement markets, the 2015 Pension Freedoms have brought pensions back in vogue for the consumer and many are taking time to review their schemes. Investments make up around 20% of our work and perhaps one of the biggest reasons for consumers speaking to me currently is cash playing a greater part of their portfolios, the budget of March 2023 has meant investment tax wrappers need to be considered in more detail than ever. There are thousands of different places to invest, so how do you decide where, your appetite for risk must be considered. We can help. I do not take a 'one size' fits all approach, as we know we are all different and so are the needs of each of us. I am looking to work with people for the long term, we offer 3 structured levels of ongoing service you can choose from, all very competitively priced. All initial meetings are free of charge and obligation, today this is often done via a video call, or you can arrange to come to our office or if you prefer we are happy to visit you at your home, so nothing to lose and everything to gain. Regards Brett Garlick
Offers available through VouchedFor
Contact Brett through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Brett's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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