Margery Gledson

Review from verified client

April, 2024

What were the circumstances that caused you to initially look for an adviser?

We needed expert advice on our pensions and savings

How has Margery Gledson helped you?

Margery gave us lots of help and advice on a number of things that helped us plan more for our future

Have you seen the outcome you were hoping for?

Yes, we have the outcome we hoped for thanks to Margerys advice

What could they have done better?

Absolutely nothing

Review from verified client

April, 2024

What were the circumstances that caused you to initially look for an adviser?

Pension scheme

How has Margery Gledson helped you?

Arranged a SIPP

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

POA financial advice

How has Margery Gledson helped you?

guided us through the process

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Bigger return!!

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

Was introduced to Margery as part of my company pension scheme

How has Margery Gledson helped you?

Planning retirement income using pension and savings

Have you seen the outcome you were hoping for?

Yes, considering global conditions

What could they have done better?

Nothing I am aware of .

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

I had received investments from an inheritance that Margery was managing.

How has Margery Gledson helped you?

She has enabled me to understand how to organise and manage my investments over some time. I am planning for my future and those for whom I hold a trust fund.

Have you seen the outcome you were hoping for?

To date, there has been consistent growth, which is meeting my expectations.

What could they have done better?

Nothing that I am aware of.

Review from verified client

February, 2024

What were the circumstances that caused you to initially look for an adviser?

Coming up to retirement

How has Margery Gledson helped you?

Margery has helped my wife and I to enjoy a comfortable living in retirement.

Have you seen the outcome you were hoping for?

Very pleased with outcome

What could they have done better?

Nothing

Review from verified client

February, 2024

What were the circumstances that caused you to initially look for an adviser?

Retirement planning

How has Margery Gledson helped you?

Margery is very approachable and has great knowledge about methods I can use to utilise my pension plan and savings to fund my retirement while protecting my fund

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I can think of

Review from verified client

February, 2024

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Margery Gledson helped you?

Always pleasant and amenable.Always honest and looks to help.Found alternative investment options within my pension

Have you seen the outcome you were hoping for?

Yes,but such are market volatilities that the returns haven’t been as hoped for

What could they have done better?

Nothing

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

income drawdown

How has Margery Gledson helped you?

advice

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Financial planning

How has Margery Gledson helped you?

Offering advice

Have you seen the outcome you were hoping for?

Yes

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

Intending to retire

How has Margery Gledson helped you?

provided clear explanations to the financial marketplace

Have you seen the outcome you were hoping for?

yes

What could they have done better?

n/a

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

I was introduced to Ellis Bates in 2008 when my parents died and was needing help with investments and inheritance.

How has Margery Gledson helped you?

She has certainly helped us with all aspects of our financial planning but has been particularly helpful in coping with inheritance tax planning

Have you seen the outcome you were hoping for?

Yes certainly it has been an excellent service

What could they have done better?

Nothing

First impression from a user who is not yet a client

October, 2023

Please provide a brief comment about your experience with Margery

In my opinion Margery wasthe perfect advisor for me Her voice was so reassuring, she went through and explained everything in plain English her advice was straight forward in words I could understand (no jargon) I would recommend this Lady to anyone in particular if your savi with on line business etc like me , she goes through it bit by bit without being pushy. Thank you Tina x

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

Help with managing pension fund

How has Margery Gledson helped you?

Clear advice on investment and help with drawdown and mortgage advice

Have you seen the outcome you were hoping for?

Yes, really good advice

What could they have done better?

All very good

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

Margery is more Qualified than myself in Knowing how to deal with Pensions.

How has Margery Gledson helped you?

She has steered me in the right direction regarding my pension.

Have you seen the outcome you were hoping for?

For Sure, I,ve had better results than I thought were possible.

What could they have done better?

Nothing...everything has been Great!

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

I decided I needed to speak to an adviser to see what my best options were to enhance my pension pot. I originally got in touch with one of Margery's colleagues who then left the company. I was then put in touch with Margery and I have been very happy with her help and advice during my time being looked after by Margery.

How has Margery Gledson helped you?

Margery has guided me through what would maybe be the best route for me which I have taken her advice on so hopefully we will start seeing the results soon.

Have you seen the outcome you were hoping for?

Not just yet with Covid but the market is slowly getting better.

What could they have done better?

Dont think Margery can improve as she is always very helpful and if I do have any queries I feel I could just ring her up and discuss at any time.

Review from verified client

August, 2023

What were the circumstances that caused you to initially look for an adviser?

Initially it was to support me with my pension pots.My recent review was to look at my options for retirement as I am 67 years of age and still working FT

How has Margery Gledson helped you?

Margery was amazing.I find it very difficult to understand the different options,it does'nt come easy to me,however Margery broke the eliments down and made it easier to digest.Margery followed up with a written explination and a phone call to ensure I understood the options available.

Have you seen the outcome you were hoping for?

Yes,I think I have decided on the option which best fits my needs

What could they have done better?

Nothing at all.

Review from verified client

July, 2023

What were the circumstances that caused you to initially look for an adviser?

6 years ago was recommended

How has Margery Gledson helped you?

yes

Have you seen the outcome you were hoping for?

yes

What could they have done better?

no

First impression from a user who is not yet a client

June, 2023

Please provide a brief comment about your experience with Margery

Margery was really kind and explained us the steps that we can take to move forward to apply for a mortgage. She also provided information in regards to our pension.

First impression from a user who is not yet a client

June, 2023

Please provide a brief comment about your experience with Margery

Our initial chat with you was great! But unfortunately, after saying you would look into things further for us, and then let us know your findings, we haven’t heard anything back from you?! So we are still up in the air to finding Equity Release!

Margery's reply

Thank you Janet & Mark for your review. As explained to you when we spoke, due to your property construction, I had to contact all Equity Release Lenders to see if they would accept as security. This does take time, I have now contacted you with my findings.

Review from verified client

February, 2023

What were the circumstances that caused you to initially look for an adviser?

Divorce

How has Margery Gledson helped you?

Practical, patient & reliable

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

February, 2023

What were the circumstances that caused you to initially look for an adviser?

Applying for a mortgage when you are self employed

How has Margery Gledson helped you?

Margery was extremely helpful in securing us a mortgage when we ran into difficulties securing one. She also helped us in sorting out our pensions and advising us on a way forward for our retirement. Also finding us the correct life insurance cover.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I genuinely cannot think of how Margery could of been any better or given us any more support.

Review from verified client

February, 2023

What were the circumstances that caused you to initially look for an adviser?

We were of an age where we needed to plan for our retirement. No longer having school fees and help with university expenses we were in a position to save. We wanted to travel extensively and needed a plan put in place to enable to do this as well as having a comfortable retirement.

How has Margery Gledson helped you?

Margery explains things in an ‘easy to follow way’. She doesn’t bog us down with financial jargon. She’s friendly and accommodating and knows our goals. Answers everything we throw at her. She will always return our calls and give options we wouldn’t have thought of. Not pushy at all. It’s our money and she respects that.

Have you seen the outcome you were hoping for?

Yes we have hopefully. Although stock market hasn’t been great last year, we have left well alone. Leaving it up to the experts at Ellis Bates to keep a professional eye on our pensions and savings. Things are now picking up.

What could they have done better?

We are happy with the advice we have received and look forward to seeing Margery in March for our annual review.

Review from verified client

January, 2023

What were the circumstances that caused you to initially look for an adviser?

I needed advice in managing my pension fund and on planning the best way to provide for retirement

How has Margery Gledson helped you?

Margery has helped me to make sense of how to provide for retirement.

Have you seen the outcome you were hoping for?

Yes, Margery is so helpful and very knowledgeable. She provided very sound advice. Additionally Margery is very easy to talk to. She is very down to earth and approachable, answering any questions that I have in a way that is easy to understand

What could they have done better?

Nothing - I am so pleased with the help that Margery has given to us

Review from verified client

January, 2023

What were the circumstances that caused you to initially look for an adviser?

Investment

How has Margery Gledson helped you?

She offered sound advice, taking into account my circumstances

Have you seen the outcome you were hoping for?

Margery was very helpful and highly knowledgeable.

What could they have done better?

N/A

First impression from a user who is not yet a client

January, 2023

This review was gathered whilst the adviser was at a different firm.

Please provide a brief comment about your experience with Margery

Friendly, patient & competent

Review from verified client

November, 2022

What were the circumstances that caused you to initially look for an adviser?

I was in need of getting together all my various pensions very much so

How has Margery Gledson helped you?

Margery has helped me with any queries I have had and has given 1st class advice .

Have you seen the outcome you were hoping for?

More than satisfied with how things are progressing

What could they have done better?

I cannot fault anything at all with any advice Margery has given me. I know I am being looked after by a very competent Person and feel totally at ease in the way Margery is handling my future

Review from verified client

August, 2022

What were the circumstances that caused you to initially look for an adviser?

Requirerd pensions advice

How has Margery Gledson helped you?

Yes she has offered good advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not a lot

Review from verified client

August, 2022

What were the circumstances that caused you to initially look for an adviser?

Retirement - pension and financial investment advice

How has Margery Gledson helped you?

Margery is a pleasure to talk to, she explains things in an informative and easy to understand manner.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

the service I have received has been excellent - no complaints

Review from verified client

August, 2022

What were the circumstances that caused you to initially look for an adviser?

Seeking a Pensions Adviser

How has Margery Gledson helped you?

To understand financial planning and always available to advise

Have you seen the outcome you were hoping for?

Unfortunately markets seem to dictate

What could they have done better?

??

Review from verified client

August, 2022

What were the circumstances that caused you to initially look for an adviser?

Introduced to Ellis Bates as we had money to invest.

How has Margery Gledson helped you?

Very approachable, professional and friendly.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

July, 2022

What were the circumstances that caused you to initially look for an adviser?

Retirement was fast approaching and needed sound and honest advice to safe guard our future

How has Margery Gledson helped you?

Margery was very helpful and give us very sound advice and set everything up for us

Have you seen the outcome you were hoping for?

Yes, we are safe in knowing we can continue to live in the same style as we are accustomed to.

What could they have done better?

Nothing.

Review from verified client

July, 2022

What were the circumstances that caused you to initially look for an adviser?

Financial investment for inheritance money

How has Margery Gledson helped you?

Good advice on investments and worked out how much risk I am willing to take. Yearly check to make sure I know how the markets are doing.

Have you seen the outcome you were hoping for?

Markets go up and down, so have seen really good returns but have also seen decline in market

What could they have done better?

Nothing

Review from verified client

July, 2022

What were the circumstances that caused you to initially look for an adviser?

We were looking for long term investment.

How has Margery Gledson helped you?

We have had many discussions with Margery about our investments and wider aspects of our finances and she has given us sound and friendly advise which we have been pleased to follow.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

July, 2022

What were the circumstances that caused you to initially look for an adviser?

Initially I wanted someone who would give me the the financial advice with regards to my future planning of my pensions prior to my retirement and thereafter. Shortly after retirement Margery supported my wife and I`s application for Power of Attorney both Financial and Health.

How has Margery Gledson helped you?

Margery has answered all my emails and has kept me informed. I enjoy having an annual review in person. There was one occasion when I needed her advice whether it would be sustainable to increase my monthly pension. Margery explained the situation very well which gave me the confidence I wanted to go ahead and increase.

Have you seen the outcome you were hoping for?

My pension portfolio has been superbly managed. Well invested and I am extremely happy from a security perspective. Well informed on an annual basis and Margery has given me excellent advice when requested. Three of the four Power of Attorney`s have been completed satisfactory, However, I am disappointed in the length of time my wife`s POA Health has taken to complete. I am aware this could be from external reasons but it is very frustrating to be waiting more than 2 years to complete.

What could they have done better?

As far as my pension is concerned. Nothing. Delighted with the service. Just disappointed that I cannot say the same as far as the outstanding Power of Attorney has not been completed in a timely manner when you consider the other 3 were completed with no issues.

Review from verified client

July, 2022

What were the circumstances that caused you to initially look for an adviser?

I needed professional expertise to ensure I was in the strongest financial position. I knew I would benefit from a thorough review of my finances.

How has Margery Gledson helped you?

In practical terms, by giving me a plan to pay off my mortgage, by managing my investments and by providing pension advice. Margery's approach is so respectful and calm (even when I ask her the same question again!) She has given me peace of mind.

Have you seen the outcome you were hoping for?

Absolutely. Margery has given me guidance and practical financial support to review various areas of concern to me.

What could they have done better?

I feel very lucky to have had Margery to give guidance and act on my behalf. She is exceptional.

Review from verified client

June, 2017

What were the circumstances that caused you to initially look for an adviser?

Present mortgage deal was due to finish so need new deal. Also wanted to put in place LPA and life insurance.

How has Margery Gledson helped you?

Very good advice on mortgage and life insurance. LPA was completed satisfactorily. Margery made the whole process stress free with her good advice, explaining things so that |I understood what I was entering in too.

Have you seen the outcome you were hoping for?

Yes, definitely. My new mortgage now means I have no worries about the security of my home. The LPA and life insurance gives me security that my daughter can manage my affairs if anything happens to me.

What could they have done better?

I don't think so. The advice was clearly presented and options offered and I was given enough time to check everything and make my own decisions.

Review from verified client

September, 2016

What were the circumstances that caused you to initially look for an adviser?

I was seeking to use equity within a current property via a new BTL mortgage in order to partially fund a separate property purchase.

How has Margery Gledson helped you?

I can't speak highly enough of Margery. She helped me and my wife every step of the way with sound financial advice, great attention to detail, a positive approach and a thorough understanding of the market. If ever I was in doubt about a point or needed further clarification my first thought was "check with Margery".

Have you seen the outcome you were hoping for?

Everything has gone through very satisfactorily, despite all the usual challenges that come with any property purchase.

What could they have done better?

The only thing I can think of is perhaps something like an online portal where current status of application, any outstanding docs required, mortgage details, etc. are easily viewable and actionable in one place. Although this is less to do with Margery and more to do with current systems in place.

Review from verified client

August, 2016

What were the circumstances that caused you to initially look for an adviser?

Please see previous review. I intended to give top marks for all including services.

How has Margery Gledson helped you?

Please see previous review.

Have you seen the outcome you were hoping for?

Yea.

What could they have done better?

Nothing. She was excellent.

Review from verified client

August, 2016

What were the circumstances that caused you to initially look for an adviser?

To review our mortgage.

How has Margery Gledson helped you?

Margery searched he market for the best available deals to suit our needs and recommended financial changes that would benefit us.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. Margery was approachable, professional, reliable and honest. I would highly recommend her services.