0330 038 8940
Based in Warminster
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2017
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Gavin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 23 April 2025
Gavin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
26
Recent Client Reviews
Gavin has received 26 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gavin has received 26 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 10 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Gavin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Gavin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Gavin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Gavin has provided information on their typical fees
Gavin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Positive First Impressions
57% of VouchedFor users have had a positive (4 or 5 star) first experience with Gavin (based on 7 first impressions)
57% of users who are not yet clients had a positive first experience with Gavin
57% of VouchedFor users have had a positive (4 or 5 star) first experience with Gavin (based on 7 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Gavin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 23 April 2025
Gavin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
26
Recent Client Reviews
Gavin has received 26 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gavin has received 26 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 10 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Gavin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Gavin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Gavin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Gavin has provided information on their typical fees
Gavin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Positive First Impressions
57% of VouchedFor users have had a positive (4 or 5 star) first experience with Gavin (based on 7 first impressions)
57% of users who are not yet clients had a positive first experience with Gavin
57% of VouchedFor users have had a positive (4 or 5 star) first experience with Gavin (based on 7 first impressions)
I have worked in financial services for 27 years and I specialise in investments and pensions to help clients grow their capital and enjoy retirement. This includes helping people understand pension options such as drawdown and annuities and what options are right for their circumstances. My aim is help clients with their financial needs, looking at income in retirement, growing capital, reducing tax and inheritance tax planning. I live just outside of Warminster with my partner Emma and two sons Alex and Noah. Outside of work I enjoy keeping fit and spending time with my family.
Offers available through VouchedFor
Contact Gavin through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Gavin's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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