Gary's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 2 )
Pensions ( 30 )
Retirement income (annuities, drawdown) ( 1 )
Auto Enrolment ( 1 )
Investments and Savings ( 15 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 1 )
Reviewers' assets
£200k - £500k ( 5 )
£100k - £200k ( 6 )
Up to £50k ( 6 )
£50k - 100k ( 5 )
Review
by a verified client in Derbyshire
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted advice concerning our pensions and investments, wanting to put them into one fund rather than being in different funds.
How has Gary Hazelwood helped you?
He gave us a very full explanation of how his company worked and showed how much better we were likely to do if investing in his company.
Have you seen the outcome you were hoping for?
Not really, because we invested just after the vote for Brexit and the stocks and shares are dropping in many areas still, unfortunately.
What could they have done better?
Nothing really. He explained fully about the results in the past and couldn't predict that Brexit would have such a negative effect on the UK economy.
Review
by a verified client in Manchester
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension Review.
How has Gary Hazelwood helped you?
Provided me with clear advice on my pension.
Have you seen the outcome you were hoping for?
Yes. I have a full understanding of my pension and how it has previously performed and how it should perform in the future.
What could they have done better?
Nothing. Gary has done everything he said he would do following a free consultation and I am happy with the advice given.
Review
by a verified client in Derbyshire
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was moving jobs and wanted to understand my overall financial position.
How has Gary Hazelwood helped you?
As well as providing general advice, Gary investigated and advised me on my current pension provision, including an evaluation of my historical pensions managed by former employers.
Have you seen the outcome you were hoping for?
I have been amazed. Gary has managed to put me in a much better position, ensuring a financially viable retirement plan and confirming benefits worth more than four times my expectations.
What could they have done better?
Nothing. I can't fault Gary for his work or his ethical attitude.
Review
by a verified client in Ross-shire
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My pension company required me to have a financial advisor before releasing the money.
How has Gary Hazelwood helped you?
He advised me of the best way to invest the money and although at first the fees seem to be high they are very quickly recovered and much more. The recovery time being less than 6 months.
Have you seen the outcome you were hoping for?
Within 7 months the interest was two and a half times the fee, which means that I have recovered one and a half times the fee in interest which was more than 7% nearer to 10%.
What could they have done better?
Up to now Gary, the financial advisor could not do anything different, he is up front with all advise given.
Review
by a verified client in Derbyshire
8 years ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
Retirement.
How has Gary Hazelwood helped you?
Gary explained the options for my pension and gave sound, clear,sensible advice.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Not really sure , he gave me the information but I made the choice, he didn't push or coerce me into making my decision