Goss's reviews
Reviewed for
Insurance and Protection ( 12 )
Mortgages ( 34 )
Pensions ( 33 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 18 )
Investments and Savings ( 18 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 1 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 9 )
Financial Mentoring ( 4 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 10 )
£100k - £200k ( 5 )
Up to £50k ( 11 )
£50k - 100k ( 9 )
Review
by a verified client in Gloucestershire
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moving my pension from lloyds bank
How has Goss Lumsden helped you?
Moving all my pensions to quilter sorted it all out for me
Have you seen the outcome you were hoping for?
yes
Goss:
Thank you so much for the review Gary. I knew I could count on you!!Review
by a verified client in Worcestershire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To review my pension plan
How has Goss Lumsden helped you?
By bringing together various Company pensions I have gathered over many years
Have you seen the outcome you were hoping for?
Yes, Things are coming together nicely
What could they have done better?
Nothing. Everything has been explained to the last detail
Goss:
Thank you so much for the review Ron. It was great catching up and I look forward to catching up again soon!First impression
by a VouchedFor user
7 months ago
Overall
Please provide a brief comment about your experience with Goss
Goss was very helpful but it was not practical or cost-effective to proceed with him
Goss:
Thank you for leaving feedback James. It is really appreciated. I am sorry that I was unable to help on this occassion.First impression
by a VouchedFor user
8 months ago
Overall
Please provide a brief comment about your experience with Goss
Extremely knowledgeable and helpful. Highly recommend and will hopefully be working with Goss in the future
Goss:
Thank you so much for the feedback Paula. It was great to meet you and I look forward to getting everything sorted!Review
by a verified client in Gloucestershire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted Professional advice
How has Goss Lumsden helped you?
Listened to our requirements then clearly explained our options before arranging everything for us
Have you seen the outcome you were hoping for?
Yes - very pleased with everything
What could they have done better?
Very happy with service - could have been quicker but believe that was the fault of our pension provider not our financial adviser
Goss:
Thank you so much for the rview Tom. I'm so pleased we got there in the end! I look forward to seeing you and Jo soon.