Gary Dickson

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

I wanted to save in an ISA for my kids future

How has Gary Dickson helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Gary did what I asked

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

My investments had grown to a point where I felt overwhelmed making decisions on my own, so I sought professional advice.

How has Gary Dickson helped you?

Gary Helped me understand my options and make informed decisions. We developing a financial plan that meets my needs and goals.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

My estate is complex, and I needed expert advice on how to minimise potential taxes.

How has Gary Dickson helped you?

Gary is both an accountant and a financial advisor. He's a tax expert with lots of experience, so he was able to help me figure out some ways to lower my inheritance tax. He looked at my situation and found the best options for me.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing

This review is a follow-up review from a client who left a review previously.

How has Gary Dickson helped you since your last review?

Gary helped me consolidate my pensions and set up a new personal pension. He made sure the investments in my new pension aligned with my risk tolerance.

This review is a follow-up review from a client who left a review previously.

How has Gary Dickson helped you since your last review?

Gary expertly transferred my workplace pension and provided valuable financial advice tailored to my retirement goals. He explains complex concepts clearly and responds promptly to all my enquiries