Guy Skinner

Review from verified client

October, 2024

What were the circumstances that caused you to initially look for an adviser?

I needed help to properly save for a pension, and choose the right life insurance cover. After initially looking at Life Insurance on my own, i quickly realised i needed some specialist advise.

How has Guy Skinner helped you?

Initially, Guy advised me on selecting the Life insurance policies that were right for me and my wife and family, and talked me through all aspects and queries in a knowledgeable way. I was so impressed that i opened up all my financial situation him and started a private pension under his advice. Later, when my circumstances changed in my life, Guy put a financial plan in place for me that saw me through to retirement.

Have you seen the outcome you were hoping for?

I am now living a very happy retirement knowing that if i have any financial queries i can turn to Guy for advice

What could they have done better?

I can't think of anything, I've been so impressed

Review from verified client

October, 2024

What were the circumstances that caused you to initially look for an adviser?

Pensions advice

How has Guy Skinner helped you?

He gave me a full review of my finances and advice that helped me to fully understand my financial position and be confident to make some big decisions on moving to Cornwall

Have you seen the outcome you were hoping for?

Yes absolutely

What could they have done better?

Nothing

Review from verified client

September, 2024

What were the circumstances that caused you to initially look for an adviser?

I was looking for bespoke pension planning advice and went to Guy through recommendation

How has Guy Skinner helped you?

He has assisted in consolidation of pensions, financial planning with buy to let property

Have you seen the outcome you were hoping for?

Yes, very much so

What could they have done better?

Nothing

Review from verified client

September, 2024

What were the circumstances that caused you to initially look for an adviser?

Getting to the stage in life where I need to consider my options, both professionally and personally. I needed objective, information and advice as well as explanation as to how the funding and fee structure worked. I had previously been concerned about fee levels from other advisors.

How has Guy Skinner helped you?

Guy has helped in many ways. Always available, calm and rational, plenty of experience in dealing with people who are in similar situations to me.

Have you seen the outcome you were hoping for?

Yes - I fee much better advised about my financial planning.

What could they have done better?

Nothing

Review from verified client

September, 2024

What were the circumstances that caused you to initially look for an adviser?

Family member with lump sum to invest

How has Guy Skinner helped you?

Advised how to invest and how to manage pensions.

Have you seen the outcome you were hoping for?

Yes, Guy keeps us well informed.

Review from verified client

September, 2024

What were the circumstances that caused you to initially look for an adviser?

I wanted to set up my pension and invest a lump sum.

How has Guy Skinner helped you?

I have been by advised by Guy for over 15 years. He set up my pension, life assurance, critical illness cover and stocks & shares ISAs. All have been very sound investments. More recently, he has helped me structure how I use an inheritance so that I can retire 3 years early and make my business more tax-efficient.

Have you seen the outcome you were hoping for?

Yes, I trust Guy implicitly because he has helped me accumulate a healthy pension pot from very modest beginnings. He has given me peace of mind that my financial future is secure.

What could they have done better?

Nothing

Review from verified client

September, 2024

What were the circumstances that caused you to initially look for an adviser?

Reaching retirement age

How has Guy Skinner helped you?

A thorough review of my pensions, advice on what to take when. How much cash might be available and how much needed to live on

Have you seen the outcome you were hoping for?

Very much so

What could they have done better?

Nothing

Review from verified client

September, 2024

What were the circumstances that caused you to initially look for an adviser?

Professional starting career, not understanding investment market and needs for retirement

How has Guy Skinner helped you?

Helped me plan for my retirement, given me an idea of my disposable/saving income now

Have you seen the outcome you were hoping for?

Yes

Review from verified client

July, 2024

What were the circumstances that caused you to initially look for an adviser?

Financial planning following potential sale of business

How has Guy Skinner helped you?

Provided a detailed financial plan taking into account personal and family circumstances

Have you seen the outcome you were hoping for?

It's early days yet but I am happy so far

What could they have done better?

It's too soon to say, but the service so far has been excellent and I am very happy.

Review from verified client

April, 2024

What were the circumstances that caused you to initially look for an adviser?

Move to self employment

How has Guy Skinner helped you?

Advised of Critical Illness and Life Insurance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

I needed advice with how to best use the my late husband’s insurance to provide for my children and I.

How has Guy Skinner helped you?

Financial planning and making the best decisions for my future.

Have you seen the outcome you were hoping for?

Yes, it’s always very informative and helpful speaking to Guy.

What could they have done better?

Nothing. Perfect.

Guy's reply

Thank you Maureen, delighted to be able to help you! Guy

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

I sought Guy's advice in relation to cash extraction from my business to work towards buying another property in the most tax efficient way.

How has Guy Skinner helped you?

Guy provided a detailed plan which described the steps I need to take in order to achieve my objective.

Have you seen the outcome you were hoping for?

Yes, I have everything that I need to work towards my goal within 12 months.

What could they have done better?

Nothing comes to mind. He was fast, to the point and clear.

Guy's reply

Thank you for your valued feedback Lee! I trust you are keeping well and delighted I could help you! Guy

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

To plan for retirement and benefit from expert advice for pension planning

How has Guy Skinner helped you?

Guy has helped us by understanding our retirement goals and our attitude to risk. Guy provides a friendly, professional service.

Have you seen the outcome you were hoping for?

Yes, our pension is on track to provide us with the lifestyle that we wish for retirement

What could they have done better?

I can't think of anything

Guy's reply

Thank you for the valuable feedback Sarah! Delighted I we can help you. Guy

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

Retirement planning

How has Guy Skinner helped you?

He is very clear in his explanations and advice. He investigated our requirements with us and put together a plan that met our requirements and budget.

Have you seen the outcome you were hoping for?

It’s early days!

What could they have done better?

Honestly, nothing.

Guy's reply

Hi Sharon - Thank you for the valuable feedback, it has been a great support! Looking forward to speaking to you again soon. Guy

Review from verified client

August, 2023

What were the circumstances that caused you to initially look for an adviser?

Desire to have a clearer view of my long-term financial picture and help with creating a plan to ensure sufficient income in later life.

How has Guy Skinner helped you?

Listening to my personal ambitiions and hopes for the future. Understanding my current financial position and future earning potential. Putting together a clear plan that achieveds my long term goals with clear annual targets for me to focus upon.

Have you seen the outcome you were hoping for?

Yes

Guy's reply

Hi Steve - Thank you for this feedback, much appreciated! I trust all is well, looking forward to catching up again soon! Guy

Review from verified client

July, 2023

What were the circumstances that caused you to initially look for an adviser?

I am looking to retire in the next year or two. I want to maximise my assets and income to feel more confident about taking this next step. I wasn’t sure about options and (tax) implications of various actions or policies but Guy and his team talked this through (very patiently!) and have helped clarify future choices.

How has Guy Skinner helped you?

Guy explained everything clearly and very patiently. I’m a lot clearer now and Guy has given me the confidence to work towards the future I want.

Have you seen the outcome you were hoping for?

I’m working towards my retirement plans - a work in progress but Guy has given me the confidence and tools to take this forward.

What could they have done better?

Nothing really. Guy and his team are very efficient, friendly and come back very promptly in reply to my many questions.

Guy's reply

Dear Valerie - Thank you for your valued feedback! It was great to see you last week, I am delighted we could help you. Guy

Review from verified client

July, 2023

What were the circumstances that caused you to initially look for an adviser?

Provided by employer

How has Guy Skinner helped you?

Made us focus on our finances and plan for the future.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Guy's reply

Hi Clara - Thank you for your valued feedback! It was great to see you last week, I am delighted we could help you. Guy

First impression from a user who is not yet a client

July, 2023

Please provide a brief comment about your experience with Guy

Guy is a calm, patient person who takes his time to listen and understand. There is no ego in the experience and no attempt to sell anything. He is responsive to questions, he explains and is knowledgeable.

Review from verified client

July, 2023

What were the circumstances that caused you to initially look for an adviser?

I was not happy with my previous advisor and met Guy who actually cared about me and my family

How has Guy Skinner helped you?

He's explained everything clearly and gives me confidence that I am on track

Have you seen the outcome you were hoping for?

Yes, he has shown me a clear plan of what I need to acheive

What could they have done better?

Nothing, he's been brilliant

Guy's reply

Hi Matt, thank you for the valuable feedback! Looking forward to speaking again soon and finding out about the last 3 months of your life! Guy

Review from verified client

July, 2023

What were the circumstances that caused you to initially look for an adviser?

Concerns about having a financial plan into retirement

How has Guy Skinner helped you?

I know have a pln in place into my retirement and feel very relaxed all my personal finances are in order.

Have you seen the outcome you were hoping for?

Yes Guy is an excellent advisor

What could they have done better?

Nothing I can think of

Guy's reply

Hi Zara - Thank you for your valuable feedback. I love the fact it puts you in a place of relaxation! Looking forward to speaking to you again soon and hopefully meeting up! Guy

Review from verified client

July, 2023

What were the circumstances that caused you to initially look for an adviser?

I wanted to understand when I could retire

How has Guy Skinner helped you?

He has given me the assurance that my retirement is in hand, as well as provide trustworthy advice on important life decisions re finances

Have you seen the outcome you were hoping for?

Yes

Guy's reply

Thank you for the valuable feedback. This really is a massive support! See you soon

Review from verified client

June, 2023

What were the circumstances that caused you to initially look for an adviser?

Guy's been advising me for ages - before he set up Citygate, & I followed him to Citygate because I liked him as a person and his approach to my situation.

How has Guy Skinner helped you?

I liked the way he listened to what I wanted & tried to help me with products that matched what I was looking for. He often had to suggest better ways of doing things, but he wasnt just trying to sell me a product, but rather trying to help me make the best of my situation.

Have you seen the outcome you were hoping for?

Yes, I think so.

Guy's reply

Peter, thank you for your valued feedback! I am delighted I can help you make the best of your situation! It has been a real pleasure knowing you all these years and I look forward to helping for many more! Guy

Review from verified client

May, 2023

What were the circumstances that caused you to initially look for an adviser?

My old adviser had retired. I believe in taking professional advice to get the best return for me.

How has Guy Skinner helped you?

Guy is very knowledgeable but also very understanding of how I wish to live my life within my means. He has put together a plan to ensure that I can continue to live exactly how I want now I am planning on my retirement.

Have you seen the outcome you were hoping for?

It is just the start of my retirement journey but so far it is going well financially thanks to Guy & his team’s help and advice.

What could they have done better?

Nothing!

Guy's reply

Sandy - Thank you for your valued feedback! I am delighted we are able to support you and we look forward to doing so for many years! Guy

Review from verified client

May, 2023

What were the circumstances that caused you to initially look for an adviser?

Needed to ensure we were managing our money well

How has Guy Skinner helped you?

Guy provides reports we can understand to plan our finances

Have you seen the outcome you were hoping for?

yes

Guy's reply

Alexis - Thank you for your valued feedback! I am delighted we are able to support you and we look forward to doing so for many years! Guy

Review from verified client

May, 2023

What were the circumstances that caused you to initially look for an adviser?

Finances becoming complex and time consuming

How has Guy Skinner helped you?

By giving reliable advice relative especially to retirement pensions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Guy's reply

Antony - Thank you for your valued feedback! I am delighted we have been able to support you! Guy

Review from verified client

May, 2023

What were the circumstances that caused you to initially look for an adviser?

Have several companies. I was introduced

How has Guy Skinner helped you?

I can express my utmost satisfaction and gratitude for the exceptional financial advisory services provided by Mr. Guy Skinner. I have had the privilege of working with Guy as my independent financial advisor, and I cannot emphasize enough the positive impact he has had on my financial well-being. From our very first meeting, Guy displayed an unparalleled level of professionalism, expertise, and dedication to helping me achieve my financial goals. His extensive knowledge of the financial industry, coupled with his ability to understand my unique needs, allowed him to provide tailored solutions that have proven to be immensely beneficial. Guy's commitment to transparency and his ability to simplify complex financial concepts were truly remarkable. He patiently guided me through the intricacies of investment strategies, retirement planning, and risk management, ensuring I had a clear understanding of every decision we made. His ability to explain complex financial matters in a concise and understandable manner made me feel confident and empowered in my financial journey. What truly sets Guy apart is his genuine care for his clients' well-being. He took the time to listen attentively to my concerns and aspirations, making me feel valued as a client. His unwavering dedication to my financial success was evident through his proactive approach to monitoring and adjusting my portfolio based on market trends and changing circumstances. Not only has Guy been an outstanding financial advisor, but he has also become a trusted friend , mentor and guide. He consistently went above and beyond by providing me with valuable educational resources, keeping me informed about market developments, and offering prudent advice during challenging times. His ability to adapt to the ever-changing financial landscape has been truly impressive. I firmly believe that Guy Skinner's expertise and unwavering commitment to his clients make him an invaluable asset to anyone planning their financials . His ethical approach, combined with his vast knowledge and exceptional communication skills, make him a reliable and trustworthy financial advisor. Without hesitation, I highly recommend Guy Skinner to anyone seeking professional financial advice and guidance. He is an outstanding advisor who goes the extra mile to ensure his clients' financial success. I am confident that he will continue to make a positive impact on the lives of those who have the privilege of working with him.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don’t believe so

Review from verified client

May, 2023

What were the circumstances that caused you to initially look for an adviser?

Needed some empirical analysis to determine my investment practice for life.

How has Guy Skinner helped you?

Provided an understanding of projections of my income and spending over the years and some comfort around various financial decisions I struggled with.

Have you seen the outcome you were hoping for?

Yes. I am more confident about my finances now.

Review from verified client

May, 2023

What were the circumstances that caused you to initially look for an adviser?

I ran a business for twenty five years and needed a person that understood finance and pension planning for investments and pensions.

How has Guy Skinner helped you?

Guy Skinner came to see me to present a plan on his professional advise for investments based on his experience .Investments were based on Stock Market knowledge and past performances.

Have you seen the outcome you were hoping for?

Due to Guy's knowledge and advise my portfolio has seen growth over a period of time.

What could they have done better?

It is always difficult to forsee what could have been done better when you are dealing with future Stock Market and political outcomes.(Covid,political and economic instability)

Review from verified client

May, 2023

What were the circumstances that caused you to initially look for an adviser?

I had just started working in London and had was paying into a new pension. Guy organised the transfer of another pension to combine the two. He also advised me on which funds to invest in.

How has Guy Skinner helped you?

Guy basically manages my financial life! I have no clue and he’s been looking after me for over 10 years. I wouldn’t hesitate recommending him.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind

Review from verified client

May, 2023

What were the circumstances that caused you to initially look for an adviser?

I didn't feel I was getting the best return on my savings or that my then current pension was investing my contributions effectively.

How has Guy Skinner helped you?

Guy has the perfect blend of up-to-date knowledge of the market and products, the ability to look ahead and make recommendations based on his in-depth understanding of my situation and future plans, and he's a thoroughly genuine, authentic person who cares about his clients (unlike a number of other financial planners I have met....)

Have you seen the outcome you were hoping for?

I will do. Guy has helped me plan how to invest to get the future I'm aiming for as quickly as possible.

What could they have done better?

Nothing

Review from verified client

May, 2023

What were the circumstances that caused you to initially look for an adviser?

Need to plan my retirement income

How has Guy Skinner helped you?

Enabled me to live comfortably

Have you seen the outcome you were hoping for?

Yes indeed

What could they have done better?

Nothing

Review from verified client

May, 2023

What were the circumstances that caused you to initially look for an adviser?

I started working for a company that didn't have its own pension scheme and having had good advice in the past on life insurance products from Guy, i decided to ask him about pension products.

How has Guy Skinner helped you?

Having had great service and advice on Life insurance and pensions for a few years, when I had a change of circumstances in my life, i had fantastic help from Guy who helped put together a detailed, bespoke and personal financial plan for myself and my family that eased financial worries for me.

Have you seen the outcome you were hoping for?

Oh very much so, I am recently retired with my pension fund managed by Guy and his team and am extremely happy to carry on with the relationship knowing that i am getting sound, trustworthy and reliable service

What could they have done better?

.

Review from verified client

May, 2023

What were the circumstances that caused you to initially look for an adviser?

Disparate and misdirected investments.

How has Guy Skinner helped you?

Clarifying long term goals and simplifying my finances while providing personal advice and a more secure outlook for the future.

Have you seen the outcome you were hoping for?

His advice has lessened my financial uncertainty and organised my portfolio.

What could they have done better?

Nothing better at the moment/

Review from verified client

April, 2023

What were the circumstances that caused you to initially look for an adviser?

Keeping on top of my financial affairs by my own endeavours became unsustainable.

How has Guy Skinner helped you?

He has been totally reliable in relation to bringing my affairs back under control.

Have you seen the outcome you were hoping for?

Totally.

What could they have done better?

II am completely satisfied with the services provided.

Review from verified client

April, 2023

What were the circumstances that caused you to initially look for an adviser?

Unsure of my pension situation. What I could take, when and how Much.

How has Guy Skinner helped you?

Sorted through everything and come up with an overall plan. I am now clear what I have, what I can use when and how best to invest.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

April, 2023

What were the circumstances that caused you to initially look for an adviser?

Looking to retire early

How has Guy Skinner helped you?

He has managed to help us with our retirement plans, so my wife and I could retire at 56/57

Have you seen the outcome you were hoping for?

Mainly yes considering how the economy and world matters have effected everything

What could they have done better?

Maybe a more in-depth explanation of the changes in our plan year on year ,