Gareth's reviews
Reviewed for
Insurance and Protection ( 24 )
Mortgages ( 33 )
Pensions ( 59 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 14 )
Auto Enrolment ( 2 )
Investments and Savings ( 29 )
Pension Transfers - Non Specialist ( 8 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 4 )
Financial Mentoring ( 1 )
Reviewers' assets
£200k - £500k ( 14 )
£100k - £200k ( 5 )
Up to £50k ( 27 )
£50k - 100k ( 4 )
Review
by a verified client in Cardiff
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Made redundant and wanted advice regarding pension & investments.
How has Gareth Harris helped you?
Advised on all options and possibilities/choices regarding pension.
Have you seen the outcome you were hoping for?
Yes I have.
What could they have done better?
Nothing. Very pleased with everything.
Review
by a verified client in Cardiff
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement advice.
How has Gareth Harris helped you?
He has assisted my wife & myself in planning financially for our future.
Have you seen the outcome you were hoping for?
Over the last 5 years we have seen a return on our investments & hopefully shall continue to do so !
What could they have done better?
Nothing.
Review
by a verified client in Vale of Glamorgan
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Came very highly recommend
How has Gareth Harris helped you?
He has been excellent in advice and guidance in relation to my pension.
Have you seen the outcome you were hoping for?
Yes and more.
What could they have done better?
Nothing
Review
by a verified client in Bridgend
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I required advice for insurance purposes initially and a friend recommended Gareth. More recently I needed advice on my mortgage and pension as i am going through a divorce.
How has Gareth Harris helped you?
Gareth is extremely knowledgeable in his field. He never steers you but simply offers impartial advice. He is always professional and has his clients best interests at the forefront of his discussions. Gareth has helped me to put life insurances in place and also offered advice with pension transfer and obtaining a mortgage going forward. He acts with integrity and i trust him implicitly.
Have you seen the outcome you were hoping for?
Yes on all matters for which i approached Gareth.
What could they have done better?
Nothing.
Review
by a verified client in Caerphilly
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
House move
How has Gareth Harris helped you?
Gareth sourced a great mortgage deal for us with a house move and a competitive life insurance quote.
Have you seen the outcome you were hoping for?
Better than what we could have expected
What could they have done better?
Nothing, they were very professional, quick at replying and very helpful with any questions we had.