Gordon Slocombe

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

Windfall that needed investing.

How has Gordon Slocombe helped you?

Gordon helped us review various options on how best to invest.

Have you seen the outcome you were hoping for?

Not yet, but it's a long-term play.

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