Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 1 )
Pensions ( 8 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 3 )
Auto Enrolment ( 1 )
Investments and Savings ( 6 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 1 )
Pension Transfers - Specialist ( 2 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 1 )
£100k - £200k ( 1 )
Client reviews
Review from verified client
January, 2020
Overall
Advice
Service
Value
Based in Middlesex
What were the circumstances that caused you to initially look for an adviser?
Early retirement life assurance investment following bereavement
How has Gary Keeley helped you?
Outlined all the potential benefits but importantly the risks associated with various investment opportunities. Robust risk profiling service gave confidence that you would not be investing in high risk or unsuitable companies or opportunities. Garry is always available for a chat if I see something which I don't understand or maybe worth considering.
Have you seen the outcome you were hoping for?
Yes so far returns have exceeded expectations given the general uncertainty surrounding Brexit etc
What could they have done better?
No very hapy with service
Review from verified client
January, 2020
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
My pension had not been managed and I needed a trusted adviser to oversee my pension effectively
How has Gary Keeley helped you?
He gave me advice and options, explaining everything to me clearly so I understood how to make an informed decision.
Have you seen the outcome you were hoping for?
Over and above my expectations
What could they have done better?
I have no suggestions to make as I was very happy
Review from verified client
January, 2020
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
We needed some good advice on our savings and investments.
How has Gary Keeley helped you?
He sorted out some good investments and good advice on our savings.
Have you seen the outcome you were hoping for?
I would say overall yes.
What could they have done better?
Being honest I cannot think of anything.
Gary's reply
Hi Thank your for adding a review, it is much appriciated. Best wishes Gary
Review from verified client
January, 2020
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Pension specialist.
How has Gary Keeley helped you?
Immediate action.
Have you seen the outcome you were hoping for?
Definitely.
What could they have done better?
Nothing always available.
Gary's reply
Thank you for the for the review, I am glad I could help and you're happy with the results. Gary
Review from verified client
January, 2020
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
We inherited some money shortly after moving home and Gary was already advising a close relative a we asked him to give us an appointment.
How has Gary Keeley helped you?
He helped us to think about our aims for the future, and our attitude towards investment. With his advice we invested some of our money, re arranged pension funding, took out Power of Attorneys and also got mortgage advice for our daughter.
Have you seen the outcome you were hoping for?
Yes definitely
Gary's reply
Hi Many thanks for taking the time to add a review. Kind regards Gary
Review from verified client
January, 2020
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
Considering early retirement.
How has Gary Keeley helped you?
A discussion as to my options.
Have you seen the outcome you were hoping for?
I am currently in discussions with my employer.
Gary's reply
Thanks Ed for taking the time to add a review. I hope the discussions with your employer are progressing satisfactually. Gary
Review from verified client
January, 2020
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
Retirement & inheritance investment
How has Gary Keeley helped you?
With all aspects of investment & monetary planning
Have you seen the outcome you were hoping for?
Yes. Considerable investment returns.
Gary's reply
Hi Thank you for taking the time to add a review, it is much appriciated. Gary
Review from verified client
January, 2020
Overall
Advice
Service
Value
Based in Gloucestershire
What were the circumstances that caused you to initially look for an adviser?
On my retirement in 2015 I had to decide what to do with my pension pot. Gary advised me then and continues to do so on all aspects of investment, drawdown, etc.
How has Gary Keeley helped you?
He advised on all aspects of investment.
Have you seen the outcome you were hoping for?
Yes. In general it has gone well.
What could they have done better?
Lower charges would be great!
Review from verified client
April, 2014
Overall
Advice
Service
Value
Based in Surrey
How has Gary Keeley helped you?
Gary is extremely personable and is always willing to listen and to actively discuss with us our changing personal, professional and family financial circumstances. We particularly appreciate his ability to cover the whole market. Gary has given us a valuable professional service built up over several years and has made many relevant recommendations to support our changing needs, over the short and the longer term. A new on-line portfolio system further supports well his excellent communication and his well written and easily understood review reports.