Gary's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 88 )
Retirement income (annuities, drawdown) ( 51 )
Investments and Savings ( 33 )
Pension Transfers - Non Specialist ( 26 )
Inheritance Planning ( 14 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 19 )
Financial Planning ( 25 )
Financial Mentoring ( 9 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 25 )
£100k - £200k ( 20 )
Up to £50k ( 4 )
£50k - 100k ( 12 )
Review
by a verified client in West Midlands
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to move to a drawdown that's were Gary helped me
How has Gary Davies helped you?
Always been there for advice i exsplained at the beginning i did not know anything or understand about pension and investment Gary helped me with advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
A 6 month review instead of 12 months
Gary:
Thanks for your feedback Les. If there is anyone you feel I could help like yourself, please feel free to pass on my details. Regards GaryReview
by a verified client in West Sussex
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Existing adviser
How has Gary Davies helped you?
Annual review of existing pension.
Have you seen the outcome you were hoping for?
All appears to be good
What could they have done better?
All good.
Gary:
Thanks for your great feedback Mark, I really appreciate your comments. GaryReview
by a verified client in Lancashire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
At pensionable age
How has Gary Davies helped you?
Set up a draw down pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Gary:
Thanks for the great feedback David, really appreciate you taking the time to complete this short survey. Speak soon GaryReview
by a verified client in Lancashire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment
How has Gary Davies helped you?
Looking for the best way to get the best out of my pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not a lot. Very pleased with advise given
Gary:
Thanks for your feedback Steve, really appreciate you taking the time out to complete our survey. Speak soon GaryReview
by a verified client in Merseyside
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To get advice on my pensions.
How has Gary Davies helped you?
Gary has helped me to get my pension how best to use it and explaing how pensions are invested.
Have you seen the outcome you were hoping for?
In the main yes.
What could they have done better?
Maybe to communicate a bit more often.
Gary:
Thanks for the feedback Paul, I appreciate you taking the time to complete the short survey. In terms of improving the service you are expecting which in turn is likely to improve the value and overall scores, when would be a good time to have a chat? I know we had a meeting planned for last week, but something came up and you had to cancel it. Let me know when is a good time. Regards Gary