Gary's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 6 )
Pensions ( 65 )
Retirement income (annuities, drawdown) ( 43 )
Auto Enrolment ( 3 )
Investments and Savings ( 71 )
Pension Transfers - Non Specialist ( 23 )
Inheritance Planning ( 32 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 22 )
Financial Mentoring ( 6 )
Financial Coaching ( 3 )
( 2 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 34 )
£100k - £200k ( 8 )
Up to £50k ( 3 )
£50k - 100k ( 4 )
Review
by a verified client in Tyne and Wear
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidating my pensions. I spent 6 months looking for the right financial advisor. Gary was someone who after meeting I was confident I could trust and would put my interests first. After 10 years I know I chose the right advisor.
How has Gary Barnes helped you?
Setting out my options and excellent financial planning and keeping me fully informed
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing. Very happy with the service I have received
Gary:
Thank you Rob, your comments are very much appreciated. Best wishes GaryReview
by a verified client in Northumberland
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed some advice on investments
How has Gary Barnes helped you?
Investments isas pensions and trust funds
Have you seen the outcome you were hoping for?
The financial gains were at the top end of expectations in line with the current markets
What could they have done better?
Not much to be honest
Review
by a verified client in Durham
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were considering early retirement and needed advice on investing and income to help us achieve this.
How has Gary Barnes helped you?
Gary has given us sound advice , explained things clearly and regularly meets us to review the situation.
Have you seen the outcome you were hoping for?
yes we are happy with outcome of the advice we were given.
What could they have done better?
Nothing, the service is excellent and tailored to the individual client need.
Gary:
Many thanks for your kind response. We look forward to meeting up at your annual reviewFirst impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Gary
The office refused to get back to me on either phone or email.
Review
by a verified client in Durham
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Dissatisfaction with my previous financial advisor.
How has Gary Barnes helped you?
The performance has been outstanding, significantly better than my previous portfolio. Gary and his team are incredibly proactive, always ensuring I’m informed and comfortable with my investment strategies. Their approach is professional, yet they’re very easy to communicate with, which makes the whole process smooth and reassuring.
Have you seen the outcome you were hoping for?
Yes, a steady growth.
What could they have done better?
The free pens weren't the best.
Gary:
Many thanks for your kind response. We look forward to meeting up at your annual review. (Let us know what type of pen you prefer Mike and we will have some for you)