Adam's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 24 )
Retirement income (annuities, drawdown) ( 17 )
Investments and Savings ( 40 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 14 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 23 )
Financial Mentoring ( 5 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 10 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
Review
by a verified client in Warwickshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
sound financial advice and planning for the future
How has Adam Gibson helped you?
by advising on planning for the future and currently in Inheritance Tax issues.
Have you seen the outcome you were hoping for?
yes
Review
by a verified client in Northamptonshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had received legacy funds from a family member and needed advice on how to invest these funds in a tax efficient manner.
How has Adam Gibson helped you?
He has regularly reviewed our investments and recommended changes to our portfolio when required.
Have you seen the outcome you were hoping for?
Yes - investments have grown and enabled us to produce some extra income in retirement.
Review
by a verified client in Buckinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and inheritances.
How has Adam Gibson helped you?
Sound advice which has taken worry and pressure from us.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
We are happy with the service Adam has provided.
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?
Retirement and financial stability
How has Adam Gibson helped you?
Advise
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Very professional nothing required
Review
by a verified client in Northamptonshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement of my previous advisor
How has Adam Gibson helped you?
Transfer of investments after my husband died Advice on managing my investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, all has been well managed