Gareth's reviews
Reviewed for
Insurance and Protection ( 17 )
Mortgages ( 1 )
Pensions ( 130 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 55 )
Auto Enrolment ( 3 )
Investments and Savings ( 65 )
Pension Transfers - Non Specialist ( 30 )
Inheritance Planning ( 25 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 21 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 14 )
£100k - £200k ( 22 )
( 1 )
Up to £50k ( 20 )
£50k - 100k ( 19 )
Review
by a verified client in Antrim
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Setting up a draw down account
How has Gareth Elliott helped you?
Great advice with my pension provider
Have you seen the outcome you were hoping for?
In as much as the financial climate allows
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?
Setting up my first private pension.
How has Gareth Elliott helped you?
Good advice on which funds to choose specific to my risk profile and needs.
Have you seen the outcome you were hoping for?
Yes, so far it has been positive.
What could they have done better?
Nothing comes to mind.
Review
by a verified client in Down
a month ago
Overall
Service
Value
Advice
What were the circumstances that caused you to initially look for an adviser?
Retirement planning.
How has Gareth Elliott helped you?
Established an investment portfolio to meet our cashflow needs in retirement at an acceptable risk profile.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing occurs.
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?
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
2 months 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