Gavin's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 59 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 54 )
Investments and Savings ( 69 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 30 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 51 )
Financial Mentoring ( 8 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 31 )
£100k - £200k ( 8 )
£50k - 100k ( 2 )
Review
by a verified client in Lincolnshire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Change of employment
How has Gavin Smart helped you?
Good advice over last ten years or more
Have you seen the outcome you were hoping for?
Yes good steady income and investment growth
What could they have done better?
Not a lot
Review
by a verified client in Lincolnshire
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Gavin Smart helped you?
Gavin takes an overall view of our income, savings and investments before he arrives so he is able to show us in graph form the ups and downs of the year. Then we look at the impact and the best ways going forward for our personal needs. He is also fully up to date on government changes and how this will impact on our financial position.
Have you seen the outcome you were hoping for?
Yes . Given some of the tough years on the stock market
What could they have done better?
Nothing. He arrives on time and has all the information to hand.
Gavin:
Thank you, Irene, for your thoughtful review and for taking the time to share your experience. It’s wonderful to hear that you’ve found our meetings helpful, especially as you navigate the complexities of retirement planning. I’m pleased that the overview of your income, savings and investments – along with the visual breakdown of performance over time – has supported your decision-making. Having a clear picture of the year’s financial journey is an important part of planning with confidence. I also appreciate your comments about staying up to date on government changes. Ensuring you’re informed about how these may affect your financial position is a key part of the advice process, and I’m glad you find that useful. Thank you again for your kind words and continued trust. I look forward to supporting you in the years ahead. Warm Regards GavinReview
by a verified client in West Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice from accountant.
How has Gavin Smart helped you?
Given us excellent advice.
Have you seen the outcome you were hoping for?
Yes
Gavin:
Thank you, Linda, for taking the time to leave this review. I'm really pleased to hear that you were referred by your accountant and that you’ve found the advice I’ve provided to be excellent. It’s always rewarding to know that clients feel supported and confident in the guidance they receive, particularly when it leads to the outcomes they were hoping for. Whether it's navigating financial decisions or planning for the future, my aim is to make the process as clear and reassuring as possible. Thank you again for your kind words and trust – it’s very much appreciated. Warm Regards GavinFirst impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Gavin
Gavin has been very helpful and professional throughout. He put me at ease as I am not very knowledgeable re pensions but he explains everything very clearly.
Gavin:
Thank you, Julia, for your kind words and for taking the time to leave a review. I'm so pleased to hear that you felt at ease throughout our conversations — making financial planning accessible and clear is always my priority. Pensions can sometimes feel overwhelming, especially if you're not familiar with all the terminology and options, so it's great to know that my explanations helped you feel more confident. Your trust means a great deal, and it's a pleasure supporting you on your financial journey. If you ever have further questions or would like to explore anything in more detail, I’m always here to help. Warm Regards GavinReview
by a verified client in Lincolnshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
On retirement continued with the firm my company had dealt with
How has Gavin Smart helped you?
General financial advice especially at our annual meeting.
Have you seen the outcome you were hoping for?
Generally yes considering events in the last few years.
What could they have done better?
Not a lot!
Gavin:
Thank you, Richard, for taking the time to leave such a kind review. I’m really pleased to hear that our annual meetings and the financial advice I’ve provided have been helpful, particularly given the challenges of the last few years. It’s great to know that staying with the firm after your retirement has worked well for you. That period of transition can be significant, so I’m glad I’ve been able to offer the guidance and support you were looking for. Your comment that there’s “not a lot” I could have done better genuinely means a lot. I always aim to provide a high standard of service, so it’s encouraging to hear that reflected in your feedback. Thanks again for your continued trust — I look forward to our future conversations and helping you make the most of your retirement. Warm Regards Gavin