Gavin's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 56 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 51 )
Investments and Savings ( 67 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 27 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 48 )
Financial Mentoring ( 8 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 15 )
£200k - £500k ( 30 )
£100k - £200k ( 8 )
£50k - 100k ( 2 )
Review
by a verified client in Lincolnshire
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investments for our money
How has Gavin Smart helped you?
Gavins has invested our money and fully explained everything to us, and is always available for us whenever we need advice
Have you seen the outcome you were hoping for?
In some instances yes but the current climate hasn’t helpes
What could they have done better?
Nothing done everything ok for us
Gavin:
Dear Ruth, Thank you so much for taking the time to leave this kind review. I'm really pleased to hear that you've felt well supported and fully informed throughout the process. It's great to know that the time we’ve spent explaining things clearly and being available when needed has made a positive difference. I completely understand your comment about the current climate – market conditions have certainly been challenging recently. That said, it’s encouraging to hear that you've seen some of the outcomes you were hoping for, and we’ll continue to monitor things closely to help keep your investments on track over the long term. It’s always a pleasure working with you, and I truly appreciate your trust in me to help you make the most of your money. Best regards, GavinReview
by a verified client in Lincolnshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As I neared retirement, I needed to be confident that my financial situation was secure and on track.
How has Gavin Smart helped you?
Gavin has mopped my various pensions I had in to one pot and found the best funds to give me security on my investments and growth.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
With my instructions and requirements, I don’t think they could have done any better.
Gavin:
Dear Brian, Thank you so much for taking the time to leave such a thoughtful review. It’s wonderful to hear that you feel confident about your financial situation as you approach retirement – achieving that peace of mind is always our goal. I’m pleased that consolidating your pensions into one manageable pot has been helpful and that the tailored investment strategy is meeting your expectations for both security and growth. It’s incredibly rewarding to know you’ve seen the outcome you were hoping for, and I’m delighted to have been able to support you during this important stage of your life. Should you have any further questions or need assistance as your plans evolve, please don’t hesitate to reach out. Thank you again for placing your trust in me; it’s been a pleasure working with you. Best regards, GavinReview
by a verified client in Lincolnshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement
How has Gavin Smart helped you?
Gavin has been very helpful and knowledgeable in his advice regarding investment and pension planning.
Have you seen the outcome you were hoping for?
Yes. Following the downturn in 2020/21 the investments have bounced back and have reached their expected returns.
Gavin:
Thank you, Catherine, for taking the time to leave such a thoughtful review. It’s wonderful to hear that the advice and support I provided around your investment and pension planning have been helpful. Planning for retirement is such a significant milestone, and I’m pleased that the investments have rebounded as expected following the challenging period in 2020/21. It’s always rewarding to see careful planning and tailored strategies lead to the outcomes we aim for. If there’s ever anything else I can assist with as your financial circumstances evolve, please don’t hesitate to reach out. Supporting you in achieving your financial goals remains my priority. Thank you again for your kind words and trust in my services Warm Regards GavinReview
by a verified client in Lincolnshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice how best to plan retirement.
How has Gavin Smart helped you?
Gavin advised on risk management for investments to a level that I was comfortable with.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Cannot think of any other advice that Gavin could have given.
Gavin:
Dear Roy, Thank you for taking the time to leave such a thoughtful review. I’m delighted to hear that the advice provided has helped you feel confident and comfortable with your investment risk management as you plan for retirement. Understanding your comfort level with risk is a key part of building a financial plan that feels right for you, so I’m pleased we were able to strike that balance. It’s also reassuring to know that you’ve seen the outcomes you were hoping for. If there’s ever anything further you’d like to explore or discuss as you continue your retirement planning journey, please don’t hesitate to get in touch. It’s always a pleasure working with you. Best regards, GavinReview
by a verified client in Lincolnshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When I realised that retirement was not too far away.
How has Gavin Smart helped you?
Gavin has guided me through the pension process and achieved a good outcome for me.
Have you seen the outcome you were hoping for?
Most definitely.
What could they have done better?
Nothing really.
Gavin:
Here’s a draft response for the review from David: Thank you, David, for taking the time to share your experience. It’s wonderful to hear that I was able to support you as you prepared for retirement and help guide you through the pension process. Knowing that you’ve achieved a good outcome and are on track for the retirement you hoped for is very rewarding. Your feedback is invaluable and highlights the importance of personalised financial advice during significant life transitions. It’s a privilege to assist with such an important part of your financial journey, and I look forward to continuing to work with you to ensure your plans remain on course. If there’s anything further you’d like to explore or review, please don’t hesitate to reach out. Warm Regards Gavin