Adam's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 30 )
Retirement income (annuities, drawdown) ( 22 )
Investments and Savings ( 47 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 17 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 27 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 13 )
£100k - £200k ( 3 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
Review
by a verified client in Hertfordshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
N/A
How has Adam Gibson helped you?
Yes, Adam explained in great details for me to understand.
Have you seen the outcome you were hoping for?
Not yet, it's still to early to see the outcome.
What could they have done better?
Nothing.
Review
by a verified client in Oxfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
NOYB
How has Adam Gibson helped you?
Lots of ways
Have you seen the outcome you were hoping for?
Yes and No
What could they have done better?
N/A
Review
by a verified client in Nottinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Rather than go to our banks for advice we preferred to go to a Independent Financial Adviser.
How has Adam Gibson helped you?
He has kept us up to date with the best advice for our circumstances and for future planning.
Have you seen the outcome you were hoping for?
Yes. Because we receive up to date information and advice to match the financial markets etc. by e mails and phone calls.
What could they have done better?
Nothing needed.
Review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To make money on my equity
How has Adam Gibson helped you?
Looks after my investment
Have you seen the outcome you were hoping for?
Due to an unsure economic climate I would say yes
What could they have done better?
Nothing
Review
by a verified client in Oxfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investing my lump sum from workplace pension.
How has Adam Gibson helped you?
He is very approachable, knowledgeable, easy to talk to and explains things in a way that is easily understood.
Have you seen the outcome you were hoping for?
Well my investment has not grown much at all but that is due to international circumstances like the global pandemic and tye idioy in tyhe Whute House.
What could they have done better?
I don't know.