Gareth's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 1 )
Pensions ( 18 )
Retirement income (annuities, drawdown) ( 2 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 6 )
Pension Transfers - Specialist ( 2 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 6 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
Review
by a verified client in Lancashire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
to assist with self administered pension scheme investment
How has Gareth Rose helped you?
He gave us advice re the share portfolio
Have you seen the outcome you were hoping for?
yes, they have in the main performed well
Review
by a verified client in Manchester
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was unhappy with previous adviser
How has Gareth Rose helped you?
He gave excellent advice face to face in a clear manner
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
NA
Review
by a verified client in Cheshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a financial adviser who I felt was not fully looking after my interest. Gareth was recommended to me. I liked his detailed approach to my circumstances. He always fully explained the advise he put forward in a way that my wife and I could understand.
How has Gareth Rose helped you?
He has always been attentive to my changing investment needs over time, making sure I was not subject to any unnecessary taxes.
Have you seen the outcome you were hoping for?
Yes, I have been more than happy with his advise.
What could they have done better?
I have never felt the need for any criticism. He is very attentive in responding to any queries by return.
Review
by a verified client in Derbyshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed good solid pension advice
How has Gareth Rose helped you?
He found a lot of old pensions and put them in one place for me. Valuable works schemes were left where they were
Have you seen the outcome you were hoping for?
Yes, up until COVID19, the fund was performing well
What could they have done better?
Nothing really, I’m kept up to date regularly and have a yearly review
First impression
by a VouchedFor user
5 years ago
Overall
Please provide a brief comment about your experience with Gareth
Gareth didn't contact me when your site said he would.