Gareth Elliott

Gareth Elliott

Newbridge Financial Planning Limited

Gareth's reviews

Reviewed for

Insurance and Protection ( 17 )

Mortgages ( 1 )

Pensions ( 126 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 51 )

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 ( 20 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 14 )

£200k - £500k ( 13 )

£100k - £200k ( 21 )

( 1 )

£50k - 100k ( 18 )

Up to £50k ( 20 )

Review

by a verified client in Down

13 days 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

a month 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

a month 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

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 wanted to retire at 60, but would not receive my state pension until I reach 67. With Gareth’s advice and support, I was able to transfer a personal pension from the original source into a private fund, which I could use to give me a monthly income until I reach state pension age. I am currently 3 years and 3 months away from reaching 67 and am entirely satisfied that I made the right decision for me. I am also confident that the remaining funds in my private fund will be enough for me to reach my goal.

How has Gareth Elliott helped you?

Gareth has helped me by finding out exactly what I wanted, reviewing my plan twice annually and keeping himself up to date on all the changes in the market over the past few years and advising where I could make changes in my favour, or remain as I was as my plan was doing well.

Have you seen the outcome you were hoping for?

Absolutely. I’m well on track after 3.5 years. Only 3 years & 3 months to go.

What could they have done better?

Nothing.