Reviewed for

Insurance and Protection ( 2 )

Pensions ( 14 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 2 )

Auto Enrolment ( 4 )

Investments and Savings ( 12 )

Reviewers' assets

£500k+ ( 3 )

£200k - £500k ( 6 )

£100k - £200k ( 1 )

£50k - 100k ( 3 )

Client reviews

Review from verified client

March, 2015

Overall

Advice

Service

Value

Based in Aberdeenshire

How has Gavin Park helped you?

Gavin has been my primary advisor for my company pension fund for some time. I am an expatriate working in the USA and have found Gavin such a help whilst I am away. He is first class at responding and always gives sound advice.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Aberdeenshire

How has Gavin Park helped you?

Provides quality, honest advice that is clear to understand

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Aberdeenshire

How has Gavin Park helped you?

Very professional and knowledgeable. Really understood my requirements and I feel good about my finances.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Aberdeenshire

How has Gavin Park helped you?

An expert in his field - honest advice and excellent value.

What could they have done better?

Nothing I can think of

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Ayrshire

How has Gavin Park helped you?

A proper adviser - good communications, very accessible and honest.

What could they have done better?

Nothing I can think of

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Cleveland

How has Gavin Park helped you?

He explained in detail all the options open to me regarding retirement and made sure that both me any my wife fully understood them.

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in Aberdeenshire

How has Gavin Park helped you?

My financial advisor although new to me, works for a company whom IÂ’ve had a long standing with. He was able to review my pension portfolio and ensure the pensions I had were suitably invested. We then discussed a restructure to funds that are monitored weekly by my advisors company.

What could they have done better?

There is nothing at present my advisor could do better. As this was our first meeting this year and specific to introductions which then lead to a review and restructure of my pension portfolio, I was impressed with the whole handling and outcome. I became a client of this advisor this year as of April. As previously state my association with the company has been long standing and my previous advisor is now Managing Director.

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in Ayrshire

How has Gavin Park helped you?

Very professional, understood our needs and advised accordingly. Always available and responsive to queries. Frequent updates and advice re market changes.

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in Aberdeenshire

How has Gavin Park helped you?

Gavin is very helpful. Has a professional manner. Understands my financial requirements. Knows his subject well. Answers all my queries quickly. Is able to explain financial matters in a clear and understandable manner.

What could they have done better?

I think Gavin meets all my financial requirements. As I live in Aberdeen and Gavin is based in Ayr, we have to arrange meetings around both of our schedules, which has not been a problem.

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in Ayrshire

How has Gavin Park helped you?

My adviser did a number of things very well for me. He consolidated all of my individual pension funds into one transparent plan. One of my funds was more or less lying dormant and therefore it is now working for me. He understood my level of risk and age profile and allocated and/or re-allocated the funds into vehicles that have both grown and allow me to sleep at night. He also advised what cash draw down can be available to me if and when I need it, but also the advantages of leaving it. He also set up a 3rd party cost effective trading fund for me that allows me discretionary purchases of shares that may be of interest to me from time to time. The final thing Gavin did well is he presents the facts, figures, trends and outcomes to me in a periodic document that even I can understand.

What could they have done better?

I'm not sure to be honest. If Gavin sees anything that is a risk to my portfolio then we could have a chat about it.

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in Aberdeenshire

How has Gavin Park helped you?

Great advice very accessible.

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in Ayrshire

How has Gavin Park helped you?

Gavin takes his time and fully explains what we may be interested in investing in. At no time is there any pressure. He offers quality advice and offers an excellent service. He is easy to talk to, shows patience, works efficiently and acts with integrity. He understands our goals and conducts a thorough search of the market. The fee that we pay is less than what we paid to Best Invest in London. I

What could they have done better?

Gavin knows the market and the products available. By keeping abreast of what is available he is fully upto speed when we have meetings with him.

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in Leicestershire

How has Gavin Park helped you?

responsive accurate concise flexible good to deal with

What could they have done better?

really there is nothing that could change here.

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in Stirlingshire

How has Gavin Park helped you?

Only time will tell if above accurate! However I was confident enough in Gavin's ability to neither look nor compare elsewhere. WHY? Because I had moved both address and job without leaving any forwarding address or contacting Munro Partnership. My portfolio was passed to Gavin who went out of his way to trace me - eventually succeeding through Linkdin. He then updated my portfolio and gave his recommendations along with his reasons - didn't try to sell me anything else. Process was carried out with minimal hassle to me and I was left satisfied and confident to leave all my financial planning in Gavin's hands, with annual updates to me. Gavin is a "proper" advisor - he listens to your situation, needs & wishes and comes up with your plan - irrespective of his own agenda. He's not a salesman.

What could they have done better?

I am fully satisfied with Gavin as my financial advisor, and I'm not aware of anything he can personally do better.

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in Lanarkshire

How has Gavin Park helped you?

Gavin has demonstrated a very professional approach in advising me of the options I have had with pensions, savings and investments. His prompt responses to any questions either on the telephone, texts and e-mails have been very reassuring. Over the years I have known Gavin, he has inspired confidence with his advice, leaving no stones unturned to furnish answers to my questions. He is more like a "family friend" than an advisor. I cannot fault his expertise and efficiency and look forward to continuing receiving his advice in the future.

What could they have done better?

As I have summarised above, I am more than satisfied with all aspects of advice received and can not identify any improvements that could be made. A true professional, long may he continue to do what he does best.

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in Renfrewshire

How has Gavin Park helped you?

In August 2013 I consulted with Gavin regarding my pension benefits. As I worked for years in the Oil & Gas Industry and with the various companies I work with I had numerous pension funds. I instructed Gavin to consolidate all my pension funds into a single pension that I was funding through a draw down from a separate pension. I had another pension which was on hold from my previous company and to get a clear sight of what I had in pensions I instructed Gavin to investigate the value and transfer value options with this pension which was a final salary pension. There then commenced a long and protracted and very frustrating correspondence trail to get these figures which was handled stoically by Gavin. In October 2013 I eventually received the value of my pension and at that time I then discussed what my options were with regard to my plans. I decided that I would consolidate my pensions and take the 25% lump sum which I was going to use to pay off my mortgage and other outstanding outgoings. (Basically I wanted to reduce my capital expenditure now rather than in 5 years time) I instructed Gavin to this end and started the process for the transfer and lump sum. I can, on this final conclusion to this saga, only complement and thank all at the Munro Partnership Ltd and especially Gavin for his tolerance, Assistance and forbearance during this period as without his help none of the resolution would have been attained. My Mortgage is now paid, other financials I had are now paid to the extent that I can now contribute to my pension with a clear (Thanks again to Gavin) outlook for my pension. This is one of these situations where your help has been invaluable as Pensions are “The Dark side of the Moon” for me and I will highly recommend your services when I Talk “Pensions” to any of my compatriots. I thanked Gavin for all his help as without him and his straight talking and clear explanation of the comparisons would not have put me in such a good and healthy position (financially) as I am in today