Tim's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 5 )
Pensions ( 41 )
Retirement income (annuities, drawdown) ( 31 )
Investments and Savings ( 73 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 16 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 30 )
Financial Mentoring ( 7 )
Financial Coaching ( 3 )
( 2 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 14 )
£100k - £200k ( 12 )
Up to £50k ( 1 )
£50k - 100k ( 4 )
Repeat review
by a verified client in Dorset
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Tim Gallego helped you since your last review?
Tim and his team are always on hand to offer advice on financial and POA matters
Repeat review
by a verified client in West Sussex
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Tim Gallego helped you since your last review?
Discussed investments
Review
by a verified client in Essex
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Came as a recommendation from my Mother (he does all her financial work)
How has Tim Gallego helped you?
He’s done a great job of managing my finances.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Dorset
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
to place a legacy from family member in safe hands
How has Tim Gallego helped you?
Kirsten at Poundbury Wealth Management has been extremely helpful, approachable and consciencious
Have you seen the outcome you were hoping for?
Yes I have
What could they have done better?
Not much
Review
by a verified client in Hampshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Tim Gallego helped you?
Good advice and very friendly
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Do not think they could have done better