Gareth Tregidon

First impression from a user who is not yet a client

February, 2014

Please provide a brief comment about your experience with Gareth

very helpful

First impression from a user who is not yet a client

November, 2013

Please provide a brief comment about your experience with Gareth

Gareth provided clear and helpful information during our one hour free consultation, if I require financial advice in the future I would definitely consider contacting Gareth for further advice.

Review from verified client

July, 2013

How has Gareth Tregidon helped you?

He dealt with a small pension on my behalf on my reaching retirement date. He explained everything very well and was available for any further queries. The matter was dealt with very quickly and efficiently. The whole process was completely straightforward for me particularly considering the amount of paperwork involved.

Review from verified client

April, 2013

How has Gareth Tregidon helped you?

Gareth's communication/people skills are excellent, and he takes the time and patience to make sure that I have understood the pros and cons of any transaction that I am about to embark upon.

Review from verified client

April, 2013

How has Gareth Tregidon helped you?

Gareth is efficient, friendly and, importantly, accessible at all times. He understands my needs and views and tailors advice accordingly.

What could they have done better?

Nothing to add.

Review from verified client

March, 2013

How has Gareth Tregidon helped you?

Gareth has a personable, warm approach and listens with intelligence to my needs and concerns. He offers balanced, expert advice backed with logic, analysis and alternative comparisons. He analyses and explains risk well and clearly, and gives good rationale for his advice. Gareth has given me consistent quality advice for the best part of a decade. I am very happy to recommend him as an ethical, trustworthy and astute financial adviser.

Review from verified client

March, 2013

How has Gareth Tregidon helped you?

Easy to talk to and makes constructive suggestions. A person of integrity with good technical ability

What could they have done better?

I cannot think of anything particularly

Review from verified client

March, 2013

How has Gareth Tregidon helped you?

Having ceased employment I required assistance in sorting out my investments to give me an income. Gareth was extremely helpful and knowledgeable, he explained everything in easy and understandable terms and advised me on the best way to increase my savings whilst giving me an income. His help through a traumatic time was invaluable and I would highly recommend him.

Review from verified client

March, 2013

How has Gareth Tregidon helped you?

He takes time to explain clearly the options available to me. He also listens closely to my concerns and needs. I am usually reassured by the end of meetings.

Review from verified client

March, 2013

How has Gareth Tregidon helped you?

We were introduced to Gareth by our previous adviser - from day one we were most comfortable with his friendly and easy going manner. Whilst our portfolio is small, we have never felt unimportant and Gareth always has our best interest at heart. He has managed to keep our investments ticking over or improving during this recession. He listens, gives advice but is never "pushy", and will always let the client know that it is their money to do with as they wish. He naturally always wants to be sure that foolish moves are not taken and does all he can to be sure the best action is always taken.

What could they have done better?

Nothing in particular springs to mind. Nothing to do with Gareth personally but I wish I felt more comfortable when needing to withdraw money from our funds. I always feel I have to give explanations when my inner self feels I should not need too. My problem not my adviser's!!