Gavin's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 1 )
Pensions ( 42 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 30 )
Investments and Savings ( 47 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 16 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 35 )
Financial Mentoring ( 6 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 11 )
£100k - £200k ( 3 )
£50k - 100k ( 3 )
Up to £50k ( 1 )
Review
by a verified client in Bristol
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice on the best options to invest for retirement planning.
How has Gavin Johnson helped you?
Gavin specialises in advice for single people, so was able to tailor his advice to me as an individual. He took the time to draw up detailed forecasts taking different scenarios into account, such as going into a care home in later life. I recently had my first annual review with Gavin and this again was very thorough, ensuring that he was fully aware of my current financial situation and future plans.
Have you seen the outcome you were hoping for?
Yes, I am able to see all the details of my portfolio on an investment platform and am confident that my money is being invested wisely. I have been able to withdraw funds when needed and to transfer money into my investment account.
Gavin:
Thank you so much for your generous review. It’s been a real pleasure working with you and tailoring the advice to your individual circumstances and future plans. I’m especially glad to hear that the forecasts and annual review have helped you feel confident and in control of your financial future. It’s great that the investment platform is giving you the visibility and flexibility you need, and I look forward to continuing to support you in the years ahead.Review
by a verified client in Essex
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Several pensions with different companies over the years needed moving into I e investment portfolio.
How has Gavin Johnson helped you?
Helped with making decisions on investment strategy over a number of years.
Have you seen the outcome you were hoping for?
Yes, portfolio continues to perform in line with my expectations.
What could they have done better?
Guidance of record platforms used. They are good but take time to understand as rich with information.
Gavin:
Thank you for taking the time to leave such a thoughtful review. It’s been a pleasure helping you bring everything together and shape an investment strategy that reflects your goals. I appreciate your comments about the platforms – they are powerful tools but can take a little time to get used to, and I’m always here to help make things clearer when needed. I’m really pleased to hear your portfolio is performing in line with your expectations, and I look forward to continuing our work together.Review
by a verified client in Suffolk
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially I needed help with pension management and planning following my divorce and I was referred to Gavin via the solicitor acting for me.
How has Gavin Johnson helped you?
Gavin has enabled me to assess my financial priorities and learn to be more confident in how my pension can enable life now as well as provide security for the longer term. He clearly has a wealth of knowledge and experience but never makes me feel as though I am being talked down to; instead he shows great understanding of my life choices as a single person and mother, and acts as a great sounding board when I am considering wider financial matters.
Have you seen the outcome you were hoping for?
Yes, both in terms of medium and long term planning
What could they have done better?
Nothing. He's been life-changing for me - can't recommend him highly enough.
Gavin:
Thank you so much for your kind words and for taking the time to share your experience. It’s been a real privilege to support you through such a significant life transition and to help you feel more confident and in control of your financial future. I’m really pleased to hear that our work together has made such a positive difference for you – that means a great deal. Please don’t hesitate to reach out if there’s ever anything else I can help with as your journey continues.Review
by a verified client in Surrey
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We want to build up our wealth to get us to the point of retirement and beyond and Gavin has been really helpful in that regard. We had never really had a good advisor before.
How has Gavin Johnson helped you?
He has helped us build up our wealth, kept us calm despite stock market turbulence and has pointed out things that we were just simply unaware of when it comes to inheritance planning for which we are very grateful.
Have you seen the outcome you were hoping for?
I would say that largely yes and the value of our investments has gone up each month give or take.
What could they have done better?
To be honest there is not much as any of the small issues we have had have in part been beyond the control of Solus and they have done their best to sort it out.
Gavin:
Thank you so much for your kind review – I really appreciate you taking the time to share your experience. It’s great to hear that you’re feeling more confident about your retirement plans and that we’ve been able to add value not just through investment growth, but also by highlighting areas like inheritance planning that can so easily be overlooked. Navigating markets isn’t always smooth sailing, so I’m especially pleased to know you’ve felt reassured along the way. I look forward to continuing to support you on your journey.Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Setting up a pension many years ago
How has Gavin Johnson helped you?
He's given us peace of mind. We sleep easier knowing our finances are in order.
Have you seen the outcome you were hoping for?
Yes.
Gavin:
Thank you so much for your kind review. It’s been a real privilege to support you over the years, and I’m delighted to hear that the advice has given you peace of mind. That feeling — knowing your finances are in order and your future is secure — is exactly what good planning is all about. I really appreciate your trust, and I look forward to continuing to support you in the years ahead.