Gordon Slocombe

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

Having elected to leave my employer’s scheme, I needed sound advice and guidance to reinvest those funds wisely.

How has Gordon Slocombe helped you?

I have found Gordon's advice to be clear and helpful. He constructed a portfolio which met my requirements and has remained fully engaged in its ongoing growth whilst keeping me informed throughout. I have found him to be readily accessible for advice and regular reviews and continues to respond both swiftly and reliably.

Have you seen the outcome you were hoping for?

Yes, on occasion better than hoped for or expected.

What could they have done better?

Nothing comes to mind - I am very satisfied with everything that Gordon achieves for me.

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

Advice about pension provision

How has Gordon Slocombe helped you?

I have found Gordon's advice to be clear and helpful. He has constructed a portfolio which meets my requirements and is readily accessible for advice and regular reviews.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I have been satisfied with the service I have received and have not identified any particular shortfalls.

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

I had investments that I had been managing myself. I decided to look for an adviser to ensure I was investing wisely in my retirement and that I had an ethical portfolio.

How has Gordon Slocombe helped you?

Gordon put together an ethical portfolio with me, having carefully explored my risk appetite and my particular financial circumstances. He has provided quarterly reports and an annual review meeting. In addition, I can contact him at any time with a query and he responds promptly. No question is too small for him!

Have you seen the outcome you were hoping for?

I have had the reassurance that my investments are being managed carefully.

What could they have done better?

I can't think of anything.

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

I saw the opportunity to retire, and needed financial advice

How has Gordon Slocombe helped you?

He gave me the advice I needed to determine when I could retire and be financially comfortable.

Have you seen the outcome you were hoping for?

Yes - he was able to amalgamate various pensions I was holding which enabled me to plan my future.

What could they have done better?

Nothing

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

We needed pensions advice and subsequent retirement planning .

How has Gordon Slocombe helped you?

Gordon has always given high quality advise.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We are entirely satisfied with Gordon’s advise.