Gareth Tregidon

Gareth Tregidon

Nugenis Financial Planning Ltd

Gareth's reviews

Reviewed for

Pensions ( 4 )

Retirement income (annuities, drawdown) ( 1 )

Investments and Savings ( 7 )

Reviewers' assets

£200k - £500k ( 2 )

£100k - £200k ( 1 )

£50k - 100k ( 1 )

Up to £50k ( 1 )

First impression

by a VouchedFor user

11 years ago

Overall

Please provide a brief comment about your experience with Gareth

very helpful

First impression

by a VouchedFor user

11 years ago

Overall

Please provide a brief comment about your experience with Gareth

Gareth provided clear and helpful information during our one hour free consultation, if I require financial advice in the future I would definitely consider contacting Gareth for further advice.

Review

by a verified client in Pembrokeshire

12 years ago

Overall

Advice

Service

Value

How has Gareth Tregidon helped you?

He dealt with a small pension on my behalf on my reaching retirement date. He explained everything very well and was available for any further queries. The matter was dealt with very quickly and efficiently. The whole process was completely straightforward for me particularly considering the amount of paperwork involved.

Review

by a verified client in South Glamorgan

12 years ago

Overall

Advice

Service

Value

How has Gareth Tregidon helped you?

Gareth's communication/people skills are excellent, and he takes the time and patience to make sure that I have understood the pros and cons of any transaction that I am about to embark upon.

Review

by a verified client in West Glamorgan

12 years ago

Overall

Advice

Service

Value

How has Gareth Tregidon helped you?

Gareth is efficient, friendly and, importantly, accessible at all times. He understands my needs and views and tailors advice accordingly.

What could they have done better?

Nothing to add.