Garth's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 3 )
Pensions ( 41 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 27 )
Investments and Savings ( 51 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 18 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 20 )
Financial Mentoring ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 21 )
£200k - £500k ( 4 )
Repeat review
by a verified client in Northumberland
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Garth Thompson helped you since your last review?
Garth has taken into account changes in my personal circumstances and considered my financial needs for the next 12 months. He also suggested a change to my portfolio to fit better with my attitude to risk.
Repeat review
by a verified client in Surrey
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Garth Thompson helped you since your last review?
Continued advice on investments and pensions.
Repeat review
by a verified client in South Yorkshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Garth Thompson helped you since your last review?
Helpful and clear advice whenever needed, delivered in an open and friendly manner.
Repeat review
by a verified client in Northumberland
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Garth Thompson helped you since your last review?
Garth continued to give me sound and informative advice. His guidance is very clear, concise and always delivered in a friendly and professional manner.
Repeat review
by a verified client in Tyne and Wear
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Garth Thompson helped you since your last review?
We feel that Garth continues to act in the interest of my wife and myself with the aim of a financially secure retirement