Gavin's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 6 )
Pensions ( 40 )
Retirement income (annuities, drawdown) ( 23 )
Investments and Savings ( 34 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 14 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 30 )
Financial Mentoring ( 4 )
Financial Coaching ( 7 )
Reviewers' assets
£500k+ ( 28 )
£200k - £500k ( 5 )
£100k - £200k ( 2 )
Review
by a verified client in London
8 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife and I wanted a wealth advisor to manage our investments and pensions funds with a view of helping us achieve our funding objectives for retirement. Certainly also manage our retirement income when we get to retirement.
How has Gavin Macfarlane helped you?
Gavin has helped us first establish our target our income for living after retirement and have made and managed our investments and retirement funds working towards this goal. He has been effectively managing the investments focusing on these objectives.
Have you seen the outcome you were hoping for?
Yes. We are on track to achieve our retirement goal.
What could they have done better?
No improvement required. We are very happy with the regular reviews and how Gavin has been managing our portfolio.
Review
by a verified client in Lancashire
19 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to maximise the potential of my pensions as well as look in to some pong term investment ISA opportunities
How has Gavin Macfarlane helped you?
Gavin has and continues to offer really honest advise, breaking down the barriers by simplifying terminology, making is easy for a none finance person to understand how to best get the most out of their money. He also has a way about him that enables you to talk on a level that gets the best out of the relationship.
Have you seen the outcome you were hoping for?
I have seen growth in all of y savings, however we are clear these are long term investments. Gavin is always honest with the trajectory of my savings.
Review
by a verified client in East Riding
21 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To best help plan my money and pensions
How has Gavin Macfarlane helped you?
Provided me with a great service
Have you seen the outcome you were hoping for?
Yea
What could they have done better?
I can't think of anything
Review
by a verified client in Perthshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To consolidate savings and pension assets in one place
How has Gavin Macfarlane helped you?
Gavin and his team guided us through the process of transferring my pension into a Retirement Account and has successfully managed the investments over the past 8 years
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review
by a verified client in London
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to plan for the future and ensure I was saving the right amounts for me and my children,
How has Gavin Macfarlane helped you?
He has helped me with ISAs, pensions, inheritance planning, general financial advice
Have you seen the outcome you were hoping for?
It is an ongoing process and it is very useful to be able to see projections of how my current saving habits will impact my future life. It is especially important to be able to see where and when there might be shortfalls, to be able to rectify these as early as possible. I'm very pleased with Gavin and his team—they are professional, courteous and I feel like they have our best interests at heart.
What could they have done better?
Some communications in the past have been slower than I would have liked. They took the feedback on board,