Gareth Frensham

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

Inheritance approximately 35 years ago.

How has Gareth Frensham helped you?

Recommended gifts to children/grand children

Have you seen the outcome you were hoping for?

Yes

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

I was not confident that I had the specialist knowledge required to manage my savings in the most effective manner. I therefore sought professional help and have been very satisfied with the advice received and results produced.

How has Gareth Frensham helped you?

Gareth wasn’t simply interested in encouraging me to make further investments but demonstrated a real insight into our financial situation and how to manage our funds to achieve results that protected our financial requirements.

Have you seen the outcome you were hoping for?

Most definitely

What could they have done better?

I don’t think Gareth could have done anything better. His experience and insight has been invaluable in managing our financial affairs.

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

I was looking for expert guidance across all aspects of my financial affairs, particularly long-term financial planning, pension management, investments, savings, and inheritance planning. I wanted a trusted adviser who could help me develop a coherent strategy, make informed decisions, and ensure that my finances were structured effectively both for my own future needs and for the benefit of my family.

How has Gareth Frensham helped you?

Gareth has been an invaluable source of advice and guidance throughout our relationship. He has taken an active and proactive approach to managing my investments, regularly reviewing their performance and recommending changes when appropriate to ensure that my portfolio remains aligned with my objectives. I have always found him to be knowledgeable, responsive, and well informed, providing clear explanations and sound advice that have given me confidence in my financial planning and investment decisions.

Have you seen the outcome you were hoping for?

Yes, I have. My investments have performed well and have grown in value over time, helping me to achieve the objectives we originally discussed. Just as importantly, Gareth has given me confidence that my financial affairs are being managed thoughtfully and professionally. I trust his judgement, value his advice, and feel reassured that my investments and longer-term financial planning are receiving careful and ongoing attention. The confidence I have in Gareth is reflected in the fact that I have introduced both of my children to him. They have sought his advice in their own right, and it is also reassuring to know that they already have an established relationship with him and will be able to benefit from his guidance in the future as family assets are passed to the next generation.

What could they have done better?

I cannot think of anything that Gareth could have done better.

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

Management of a personal pension post retirement

How has Gareth Frensham helped you?

Has given very good advice on my pension portfolio to achieve growth taking into account the risk level

Have you seen the outcome you were hoping for?

Yes, the portfolio value has remained steady with some growth

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

To manage investments and pension and think about inheritance tax planning

How has Gareth Frensham helped you?

1. He has understood my personal circumstances and advised me accordingly. 2.He has not pressurised me into taking on any particular product 3. He has had my best interests at heart 4.He is prompt in responding to any queries 5. He explains situations and products in terms that I can understand

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can't think of anything