Gareth Chalk

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Gareth led a session on Preparing for Retirement at my workplace which was just excellent, so informative and wide-ranging, I learnt so much from it and came away with a long to do list! This was followed up with a 30 minute one to one consultation, which again was reassuring and incredibly helpful. Gareth quickly assessed my pension position with impressive accuracy and detail, and clearly has expert knowledge in this area. I am so grateful for the advice and support offered, and will not hesitate to use Gareth again or recommend his services to others.

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Gareth is super helpful. Took time to listen to what I wanted, and explained things clearly. Would definitely recommend. Thanks Gareth.

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Gareth is a very professional financial advisor. During the consultation, Gareth explained more detailed information about different pension schemes and the options for investment, which gave me more confidence in the choice of my pension scheme and my investment plan. Highly recommended!

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Excellent and professional

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Approachable, listened well and explained things clearly.