Gordon's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 2 )
Pensions ( 43 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 28 )
Auto Enrolment ( 1 )
Investments and Savings ( 41 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 9 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 23 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 21 )
£200k - £500k ( 8 )
( 1 )
£50k - 100k ( 1 )
Review
by a verified client in London
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was making a mess of self advising.
How has Gordon Slocombe helped you?
Sorted out my and my wife’s affairs.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Cannot think of anything
Gordon:
Thank you, I look forward to catching up at our next review.Review
by a verified client in London
4 months ago
Overall
Advice
Service
Value
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
Gordon:
Thank you, good to catch up at our recent review.Review
by a verified client in West Sussex
4 months ago
Overall
Advice
Service
Value
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
Gordon:
Thank you, it is a pleasure working with you.Review
by a verified client in East Sussex
6 months ago
Overall
Advice
Service
Value
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.
Gordon:
Thank you, I look forward to our next review.Review
by a verified client in Surrey
7 months ago
Overall
Advice
Service
Value
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
Gordon:
Thank you very much, it is a pleasure working with you and I look forward to our next review.