Gary's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 6 )
Pensions ( 66 )
Retirement income (annuities, drawdown) ( 45 )
Auto Enrolment ( 3 )
Investments and Savings ( 72 )
Pension Transfers - Non Specialist ( 24 )
Inheritance Planning ( 33 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 24 )
Financial Mentoring ( 7 )
Financial Coaching ( 3 )
( 2 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 34 )
£100k - £200k ( 9 )
Up to £50k ( 3 )
£50k - 100k ( 4 )
Review
by a verified client in Tyne and Wear
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
In 2018 my accountant advised me to see Gary it was the best decision I've ever made
How has Gary Barnes helped you?
Always prepare to go the extra mile with any queries we have had
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don't believe they they could have nothing goes right all the time
Review
by a verified client in Durham
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on pensions and investments
How has Gary Barnes helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Tyne and Wear
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidating my pensions. I spent 6 months looking for the right financial advisor. Gary was someone who after meeting I was confident I could trust and would put my interests first. After 10 years I know I chose the right advisor.
How has Gary Barnes helped you?
Setting out my options and excellent financial planning and keeping me fully informed
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing. Very happy with the service I have received
Gary:
Thank you Rob, your comments are very much appreciated. Best wishes GaryReview
by a verified client in Northumberland
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed some advice on investments
How has Gary Barnes helped you?
Investments isas pensions and trust funds
Have you seen the outcome you were hoping for?
The financial gains were at the top end of expectations in line with the current markets
What could they have done better?
Not much to be honest
Review
by a verified client in Durham
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were considering early retirement and needed advice on investing and income to help us achieve this.
How has Gary Barnes helped you?
Gary has given us sound advice , explained things clearly and regularly meets us to review the situation.
Have you seen the outcome you were hoping for?
yes we are happy with outcome of the advice we were given.
What could they have done better?
Nothing, the service is excellent and tailored to the individual client need.
Gary:
Many thanks for your kind response. We look forward to meeting up at your annual review