Gareth's reviews
Reviewed for
Insurance and Protection ( 17 )
Mortgages ( 1 )
Pensions ( 127 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 52 )
Auto Enrolment ( 3 )
Investments and Savings ( 64 )
Pension Transfers - Non Specialist ( 30 )
Inheritance Planning ( 24 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 21 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 14 )
£100k - £200k ( 21 )
( 1 )
£50k - 100k ( 18 )
Up to £50k ( 20 )
Review
by a verified client in Antrim
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension consolidation
How has Gareth Elliott helped you?
Hands on and proactive. A personal service.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Advice and professional noteworthy. Clear advice and no waffle.
Review
by a verified client in Down
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension
How has Gareth Elliott helped you?
Starting to build up an investment portfolio not just pension
Have you seen the outcome you were hoping for?
Not yet
What could they have done better?
No
Review
by a verified client in Down
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed someone with knowledge who would spend time with me and understand my needs.
How has Gareth Elliott helped you?
Gareth has always been available, always helpful, and always interested in what is best for me.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I don't believe they could have.
Review
by a verified client in Antrim
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on my pension
How has Gareth Elliott helped you?
Gareth gave me sound advise and set out a plan on how best to utilise my capital
Have you seen the outcome you were hoping for?
Yes, in fact exceeded
What could they have done better?
I don't believe Gareth could have given today's current issues
Review
by a verified client in Antrim
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had previously been with another Adviser who unfortunately was no longer able to provide the service to me Gareth was recommended to me by a friend
How has Gareth Elliott helped you?
Gareth has provided excellent professional financial advice I am really pleased with his service Very friendly trustwothy and efficient
Have you seen the outcome you were hoping for?
Yes definitely my finances have done very well thanks to Gareth
What could they have done better?
I am more than happy not sure what could be better