Gary Youssef

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

Generally, I felt out of control and lacking in visibility over my spending.

How has Gary Youssef helped you?

Gary has helped me gain full control and visibility over my finances. I am now able to financially plan for the future in the short and long term with confidence.

Have you seen the outcome you were hoping for?

Even more so. Thanks to detailed forecasting, I have a very clear idea on what my financial future looks like.

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

We had long-delayed long-term financial planning. We needed some honest advice for all our assets, savings and pensions.

How has Gary Youssef helped you?

Took a top-to-bottom approach to all our affairs, helped created a step-step plan, and we've reviewed and revised it regularly in the years we have been working together, especially as work, life and economic circumstances change. Frequently connects us with colleagues and partners when specialist help is required.

Have you seen the outcome you were hoping for?

Absolutely - we both feel more in control of our financial futures, and we're better off!

What could they have done better?

Nothing really.

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

Come into inheritance and wanted a change from my existing FA

How has Gary Youssef helped you?

Organised my finances better and helped me plan for the future

Have you seen the outcome you were hoping for?

Certainly Gary is very attentive and looks after our interests. No real outcomes yet as we have only switched to him in the last few months.

What could they have done better?

Nothing

Please provide a brief comment about your experience with Gary

Gary's expertise and personalised attention as a financial advisor has been invaluable.

This review is a follow-up review from a client who left a review previously.

How has Gary Youssef helped you since your last review?

Gary has given me a complete money MOT: he’s helped me organise my finances, focus on spending priorities, transfer my pension, adjust my investments and advised me on insurance and wills.