Gordon Slocombe

What were the circumstances that caused you to initially look for an adviser?

Previous advisors provided advice but it was very limited and i frequently had to review and research myself, i was concerned i wasn't making the right choices

How has Gordon Slocombe helped you?

Very much, by discussing and reviewing both my situation and my wifes, Gordon has advised on not only a pension plan, but a retirement plan, he has provided advice to enable me to move monies and build a portfolio that i now feel confident that will facilitate my future retirement for both me and my family

Have you seen the outcome you were hoping for?

Yes, i am very happy and the continual support and advice is something i was looking for, equally Gordon is not afraid to tell me if i could be doing other things outside of my Metis Wealth portfolio that could benefit me

What could they have done better?

No

What were the circumstances that caused you to initially look for an adviser?

I have a SIPP that was accumulating cash reserves that needed to be properly invested for the long term.

How has Gordon Slocombe helped you?

Gordon has devised and maintained an investment portfolio for my SIPP savings that has followed a 'medium risk' profile, tailored to my personal preferences.

Have you seen the outcome you were hoping for?

Very much so. The spread of investments have performed above my expectations and I am very happy that I entrusted this important issue to Gordon.

What could they have done better?

Nothing. Very impressed with his service.

What were the circumstances that caused you to initially look for an adviser?

Numerous pensions over the years in different locations, an inheritance and a sense that I needed to get my house in order

How has Gordon Slocombe helped you?

Absolutely. I have much greater confidence in what I have and how my investments are managed, with regard for concerns about ethical financibg. This enables me to plan with confidence based in reality.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can’t think of anything. Very grateful for a good service delivered without any condescension

What were the circumstances that caused you to initially look for an adviser?

I wanted a true trusted adviser re financial and retirement planning. I had never previously found one and was mid-50s and so felt I needed to find that person to be best placed for the next phase of life and related planning.

How has Gordon Slocombe helped you?

Gordon has been the true trusted adviser that I was looking for. He has from the outset been accessible, taken care and time to understand my life - opportunities and risk possibilities and appetite - and is always clear in his explanations. That provides real confidence, clarity and peace of mind.

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

I was approaching retirement and looking for financial planning advice and specifically transferring out of my DB pension scheme.

How has Gordon Slocombe helped you?

Gordon has provided advice and assisted with: DB pension transfer; aggregation of DC pensions; crystallisation of pension; pension drawdown planning and commencement in a tax efficient manner; and, the introduction to a lawyer to update Wills, put Power of Attorneys in place and establish a Deed of Variation.

Have you seen the outcome you were hoping for?

Comprehensively, the outcome has been in line with expectations. Gordon is always very approachable and helpful, it is a pleasure to engage with him. He has also shown a willingness to accommodate specific requests for further information as these have arisen and is proactive in providing updates on status of queries in progress. We feel confident in the advice Gordon provides.

What could they have done better?

The service received from Gordon has been of a very high standard.

What were the circumstances that caused you to initially look for an adviser?

To consider how to deal with my pension funds.

How has Gordon Slocombe helped you?

He provided a detailed report setting out the options with recommendations.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Sometimes it is difficult to see the wood for the trees in detailed reports. What I am really interested in is the overall annual percentage return.

What were the circumstances that caused you to initially look for an adviser?

The need for onward financial planning.

How has Gordon Slocombe helped you?

Gordon has been my financial adviser for nearly 15 years and throughout this time has given me comprehensive sound advice which has enabled me to make the right decisions. He is very responsive and provides clarity when advising and will always tell the pros and cons to any decision.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Wanted to insure my investments were being looked at professionally

How has Gordon Slocombe helped you?

Reviewed where my funds were invested, discussed my levels of risk appetite and what I was looking for in the future. Also discussed my potential retirement timeline

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with Gordon

Initial video meeting went well. Easy to talk to and he sent follow up paper work very speedily.

What were the circumstances that caused you to initially look for an adviser?

Being aware I needed investment guidance as my funds grew and I should not be trying to manage them as an amateur!

How has Gordon Slocombe helped you?

Over many years, Gordon has given me sound and comprehensive advice over many areas of financial planning from peak savings years and into retirement

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

My Father has worked with Gordon for a long time and recommended him.

How has Gordon Slocombe helped you?

Gordon has particularly helped me in combining and investment a number of employee DC pension schemes.

Have you seen the outcome you were hoping for?

Yes.

What were the circumstances that caused you to initially look for an adviser?

Gordon was recommend to me after the death of my father and the need to manage his finances effectively to support my mother who was unwell.

How has Gordon Slocombe helped you?

Gordon is extremely professional and takes time to explain in as much detail as one requires, the ins and outs of different financial arrangements.

Have you seen the outcome you were hoping for?

Yes, definitely.

What could they have done better?

Nothing, I am very happy and have already recommended Gordon to a number of my friends who have the need for an honest and professional financial advisor.

What were the circumstances that caused you to initially look for an adviser?

I needed advice on how to best handle my various company pensions as I moved towards retirement.

How has Gordon Slocombe helped you?

He has provided excellent advice on a range of matters and is always available to answer questions in between our annual reviews.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

When I left the Civil Service I needed to make my own pension arrangements

How has Gordon Slocombe helped you?

Gordon has consistently give me proactive and commercial advice centered around my needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

I needed advice about my SIPP

How has Gordon Slocombe helped you?

I have found Gordon to be readily responsive to enquiries.

Have you seen the outcome you were hoping for?

Yes, I have received clear explanations abiut the investment strategy adopted and my instructions in relation to sustainable investment have been implemented.

What could they have done better?

I have no criticisms of the service

What were the circumstances that caused you to initially look for an adviser?

We've been working with Gordon for a good few years - we were working briefly with a much larger firm but when Gordon moved to Metis, we were happy to follow him as soon as we could. The personal service is highly valued!

How has Gordon Slocombe helped you?

As I had a number of pensions with different providers, Gordon helped me to consolidate them into one SIPP where I can now see all the assets in one place. Now that I am working at a much reduced rate, it is a case of watching and monitoring the performance of the SIPP to choose the right time to start drawing down - Gordon has been an enormously helpful adviser and sounding board.

Have you seen the outcome you were hoping for?

Yes.

What were the circumstances that caused you to initially look for an adviser?

Was fed up with the poor service from Schroders having been transferred from Lloyds Private Banking. Metis came highly recommended.

How has Gordon Slocombe helped you?

Gordon has always been very helpful and takes time to explain my investments. He is easy to reach by phone & visits me at home when requested.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Very satisfied certainly a vast improvement on large organisations.

What were the circumstances that caused you to initially look for an adviser?

We have been using Gordon as a financial advisor for many years and have always been very satisfied with the advice and support given. Consolidating various pensions, optimising investments and future financial plans.

How has Gordon Slocombe helped you?

Giving advice and recommendations on a range of scenarios regarding our investment strategies, our current portfolio, the balance of investment assets, ways of financially managing our immediate and longer term investments and inheritance tax management

Have you seen the outcome you were hoping for?

Most certainly with regard to the returns made from the investments and pensions.

What could they have done better?

Nothing springs to mind as Gordon always responds quickly and positively to requests and provides useful and pertinent advice and information as required.

What were the circumstances that caused you to initially look for an adviser?

Previous financial adviser retired and I was looking for a well respected replacement.

How has Gordon Slocombe helped you?

Gordon provided excellent advise on where to invest, with financial planning.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

Review of a Trust and personal investment change.

How has Gordon Slocombe helped you?

Excellent commitment and advice and wanting to find the best solution.

Have you seen the outcome you were hoping for?

Absolutely yes.

What could they have done better?

Not sure

What were the circumstances that caused you to initially look for an adviser?

Wished to leave company scheme and establish personal pension arrangements for private reasons. Desired advice and assistance for the transfer and invest funds wisely for the future.

How has Gordon Slocombe helped you?

Gordon provided exceptional service, advice and exemplary support in all matters concerning my financial affairs. I could not rate him higher for his attention to detail, exemplary support and guidance and knowledge in the areas that mattered to me. On each and every location that I engaged with him he was well briefed, fully aware of my circumstances and keen to assist in any way that he could. I feel lucky to have met him and accordingly benefit from his professional knowledge and approach to his business.

Have you seen the outcome you were hoping for?

Most definitely.

What could they have done better?

Absolutely nothing. Exemplary in every regard.

What were the circumstances that caused you to initially look for an adviser?

A promotion at work meant I had to change my pension arrangements.

How has Gordon Slocombe helped you?

He has set us up new pensions and helped with general financial planning for the whole family.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Gordon is always available for any questions, no matter how small. Knowing he is managing our affairs is a huge relief as I feel he truly cares.

What were the circumstances that caused you to initially look for an adviser?

I was making a mess of my self invested stocks and needed advice to prepare for my retirement.

How has Gordon Slocombe helped you?

Sorted out my investments and made them tax efficient, advised on finances and retirement generally, advised on equity release.

Have you seen the outcome you were hoping for?

Yes, without a doubt. My investments have done very well and are invested in a tax efficient way. Equity release has helped our situation. Overall they have lifted our worries about finances in retirement.

What could they have done better?

No, I don’t think so.

What were the circumstances that caused you to initially look for an adviser?

My circumstances changed and I was not confident in handling my financial affairs on my own and felt that I needed expert advice.

How has Gordon Slocombe helped you?

Gordon manages my financial affairs in order to get the best deal for me. I would not have the expertise to manage my affairs without his help.

Have you seen the outcome you were hoping for?

Yes I am happy with the advice he has given me.

What could they have done better?

I can't think of anything which could have been done better.

What were the circumstances that caused you to initially look for an adviser?

To set up a SIPP and long term financial planning and investment

How has Gordon Slocombe helped you?

By understanding our needs and guiding us in the right direction.

Have you seen the outcome you were hoping for?

Whilst it is a work in progress we are heading in a positive direction.

What could they have done better?

All seems to be good.

What were the circumstances that caused you to initially look for an adviser?

Move to an equity partner and to manage more of my investments directly

How has Gordon Slocombe helped you?

Provided the analysis and direction to shape up and deliver a risk based financial investment plan

Have you seen the outcome you were hoping for?

Yes seeing strong, predictable growth

What could they have done better?

NA

What were the circumstances that caused you to initially look for an adviser?

Poor service from previous advisor

How has Gordon Slocombe helped you?

Provided clear sensible advice & suggestions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I can think of

What were the circumstances that caused you to initially look for an adviser?

Lack of experience myself

How has Gordon Slocombe helped you?

Suggestion re investment portfolio in context of family needs and expectations in retirement.

Have you seen the outcome you were hoping for?

So far yes

What could they have done better?

Nothing that I recall.

What were the circumstances that caused you to initially look for an adviser?

I needed to ensure that my finances were being expertly managed as I approached retirement.

How has Gordon Slocombe helped you?

He helped me to consolidate my various pensions into a SIPP and ensure I achieved the best possible returns.

Have you seen the outcome you were hoping for?

Most definitely.

What were the circumstances that caused you to initially look for an adviser?

I have had one for two decades, and my previous one resigned and Gordon / Metis was recommended to me

How has Gordon Slocombe helped you?

Gordon is my financial adviser who assists with all UK financial matters on an ongoing basis

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

n/a

What were the circumstances that caused you to initially look for an adviser?

Over the years, I have accumulated pensions in a variety of jobs - I needed to bring them together (or not in the case of one of them!) and needed clear-headed and authoritative advice to do that

How has Gordon Slocombe helped you?

Gordon helped me select the right pension provider, has helped me measure their performance against the rest of the market and has worked with me to ensure that I am getting the right service at the right price.

Have you seen the outcome you were hoping for?

Yes, the funds have accumulated nicely and I feel a lot more secure about the future.

What were the circumstances that caused you to initially look for an adviser?

The need for an expert to monitor my investments

How has Gordon Slocombe helped you?

By providing expert and reliable ( and successful!) investment and pension planning advice

Have you seen the outcome you were hoping for?

Yes, even better than hoped!

What could they have done better?

No issues

What were the circumstances that caused you to initially look for an adviser?

Some inheritance and returning to Uk after a period overseas with several employers

How has Gordon Slocombe helped you?

By offering clarity on my options and the with data on the track record of various funds

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can’t fault this service. Gordon is clear and does not patronise. He is open to exploring new options around ethical options.

What were the circumstances that caused you to initially look for an adviser?

Gordon first contacted me during the collapse of The Equitable Life Assurance Society in 2000, with whom I had a pension.

How has Gordon Slocombe helped you?

Sound advice and setting up annuity. Since then Gordon has looked after all of our financial affairs, investments and savings.

Have you seen the outcome you were hoping for?

We are very satisfied with all aspects of his service, and in particular our investment portfolio which has performed consistently to meet our requirements.

What could they have done better?

Nothing!

What were the circumstances that caused you to initially look for an adviser?

I reqired advice on my pension payments and subseqently on its investing

How has Gordon Slocombe helped you?

He explained the amount I could pay and then how it should be invested

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I was well satisfied with his advice

What were the circumstances that caused you to initially look for an adviser?

Wanting some guidance in investing in my SIPP

How has Gordon Slocombe helped you?

Discussed my investment needs and capacity, suggested a suitable portfolio.

Have you seen the outcome you were hoping for?

Yes, generally

What could they have done better?

Gold not dropping in value a while ago

What were the circumstances that caused you to initially look for an adviser?

Change of financial circumstances

How has Gordon Slocombe helped you?

Gordon offers a professional, friendly and trustworthy service and has helped me manage my own and my families financial situation for the last 11 years.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, We are extremely pleased with Metis Wealth and would have no hesitation recommending Gordon.

What were the circumstances that caused you to initially look for an adviser?

To get the maximum benefit from my capital.

How has Gordon Slocombe helped you?

Provided invaluable advice and guidance.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Everything is satisfactory.

What were the circumstances that caused you to initially look for an adviser?

Planning for retirement

How has Gordon Slocombe helped you?

recommended as to what to aim for, and what type of policies should be invested in, changing them over time as circumstances warranted.

Have you seen the outcome you were hoping for?

So far, more than expected

What were the circumstances that caused you to initially look for an adviser?

I have had a financial asviser for many years

How has Gordon Slocombe helped you?

He helped me maximise income from my various pensions and provide professional advice regarding retirement planning.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Poor investment decisions made by myself.

How has Gordon Slocombe helped you?

Sort out our investments and future management.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Only by gambling and winning - contrary to my instructions. So, no.

What were the circumstances that caused you to initially look for an adviser?

We needed to take financial advice on becoming self employed.

How has Gordon Slocombe helped you?

Gordon explained the options and how we might best invest the pension money we had already saved. He also advised us on future savings.

Have you seen the outcome you were hoping for?

We are pleased with the financial position we are in due to Gordon's advice.

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

I was looking to retire and not sure what my options were.

How has Gordon Slocombe helped you?

He went through all my paper work and advised what my the net worth of all my various different pensions and savings was and the options open to me.

Have you seen the outcome you were hoping for?

Yes, Gordon amalgamated all my different elements and provided me with a comprehensive pension/saving scheme which works very well.

What could they have done better?

Not a lot.

What were the circumstances that caused you to initially look for an adviser?

I initially sought advice from Gordon many years ago, prior to retiring. I was saving for retirement I wanted advice on how best to invest the money to provide income on retirement.

How has Gordon Slocombe helped you?

He provided advice re options for investing in the most tax efficient way and explained things in straightforward and comprehensive language. I have confidence in his integrity and expert knowledge and don't feel pressurised in making decisions. He responds promptly whenever contacted with queries, usually on the same day and is also pro-active in contacting me when necessary.

Have you seen the outcome you were hoping for?

So far my investments have provided reasonable growth and are tax efficient.

What could they have done better?

I don't find the website portals particularly easy to use, though it's better than some.

What were the circumstances that caused you to initially look for an adviser?

Planning towards a next career phase and ultimately retirement

How has Gordon Slocombe helped you?

Gordon has always been very clear, and responsive.

Have you seen the outcome you were hoping for?

yes

What were the circumstances that caused you to initially look for an adviser?

Getting divorced and managing my finances.g

How has Gordon Slocombe helped you?

He gave me advice and support when I most needed it with my finances .

Have you seen the outcome you were hoping for?

I am very pleased with the way my finances have been managed

What could they have done better?

Don't know.

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Gordon Slocombe helped you?

With a thorough review of my lifestyle and expectations followed by his advice for moving forward

Have you seen the outcome you were hoping for?

The outcome is promising considering the current climate

What could they have done better?

Nothing in my opinion