Gordon Slocombe

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

ISA transfer and Trust investment

How has Gordon Slocombe helped you?

Excellent communication and advice

Have you seen the outcome you were hoping for?

Yes , Absolutely

What could they have done better?

Can’t think of anything

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

Following my divorce I had little understanding of my financial affairs and Gordon has guided me through.

How has Gordon Slocombe helped you?

Gordon is sympathetic to my lack of financial knowledge and I have total confidence in his advice.

Have you seen the outcome you were hoping for?

Most definitely

What could they have done better?

Difficult to say

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

Windfall that needed investing.

How has Gordon Slocombe helped you?

Gordon helped us review various options on how best to invest.

Have you seen the outcome you were hoping for?

Not yet, but it's a long-term play.

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

Previous advisors provided advice but it was very limited and i frequently had to review and research myself, i was concerned i wasn't making the right choices

How has Gordon Slocombe helped you?

Very much, by discussing and reviewing both my situation and my wifes, Gordon has advised on not only a pension plan, but a retirement plan, he has provided advice to enable me to move monies and build a portfolio that i now feel confident that will facilitate my future retirement for both me and my family

Have you seen the outcome you were hoping for?

Yes, i am very happy and the continual support and advice is something i was looking for, equally Gordon is not afraid to tell me if i could be doing other things outside of my Metis Wealth portfolio that could benefit me

What could they have done better?

No

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

I have a SIPP that was accumulating cash reserves that needed to be properly invested for the long term.

How has Gordon Slocombe helped you?

Gordon has devised and maintained an investment portfolio for my SIPP savings that has followed a 'medium risk' profile, tailored to my personal preferences.

Have you seen the outcome you were hoping for?

Very much so. The spread of investments have performed above my expectations and I am very happy that I entrusted this important issue to Gordon.

What could they have done better?

Nothing. Very impressed with his service.