Gary Keeley

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

My pension had not been managed and I needed a trusted adviser to oversee my pension effectively

How has Gary Keeley helped you?

He gave me advice and options, explaining everything to me clearly so I understood how to make an informed decision.

Have you seen the outcome you were hoping for?

Over and above my expectations

What could they have done better?

I have no suggestions to make as I was very happy

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

Early retirement life assurance investment following bereavement

How has Gary Keeley helped you?

Outlined all the potential benefits but importantly the risks associated with various investment opportunities. Robust risk profiling service gave confidence that you would not be investing in high risk or unsuitable companies or opportunities. Garry is always available for a chat if I see something which I don't understand or maybe worth considering.

Have you seen the outcome you were hoping for?

Yes so far returns have exceeded expectations given the general uncertainty surrounding Brexit etc

What could they have done better?

No very hapy with service

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

We needed some good advice on our savings and investments.

How has Gary Keeley helped you?

He sorted out some good investments and good advice on our savings.

Have you seen the outcome you were hoping for?

I would say overall yes.

What could they have done better?

Being honest I cannot think of anything.

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

Pension specialist.

How has Gary Keeley helped you?

Immediate action.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

Nothing always available.

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

We inherited some money shortly after moving home and Gary was already advising a close relative a we asked him to give us an appointment.

How has Gary Keeley helped you?

He helped us to think about our aims for the future, and our attitude towards investment. With his advice we invested some of our money, re arranged pension funding, took out Power of Attorneys and also got mortgage advice for our daughter.

Have you seen the outcome you were hoping for?

Yes definitely