Gary's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 4 )
Pensions ( 110 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 57 )
Investments and Savings ( 142 )
Pension Transfers - Non Specialist ( 25 )
Inheritance Planning ( 43 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 21 )
Financial Mentoring ( 3 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 29 )
£100k - £200k ( 25 )
£50k - 100k ( 14 )
Up to £50k ( 14 )
First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Gary
I found Gary very friendly, approachable and knowledgeable. Although he couldn't assist me with my particular financial area, he did put me in contact with someone that could.
Gary:
Thank you for your kind review Jayant, very much appreciated.Review
by a verified client in Northamptonshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Death of my father and being made redundant
How has Gary Metcalf helped you?
Consolidated my pension onto one pot Provided investment advice Helped me understand how I can retire early
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, Gary is very personable and have recommended him to my friends
Gary:
Thank you Richard & Sue for your kind words, very much appreciated. So glad that I could assist you in your retirement planning. GaryReview
by a verified client in Nottinghamshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inherited funds from my father on his death. Gary was Dad's advisor and recommended him highly.
How has Gary Metcalf helped you?
Consolidation of numerous investments, setting up trust funds, inheritance planning, wills.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
more direct support regards tax implications
Gary:
Thank you Phil & Lynda for leaving me a 5 star review, much appreciated. At our next meeting I will discuss how I can help your two children prepare for their financial future.Review
by a verified client in Leicestershire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Future planning.
How has Gary Metcalf helped you?
Ensure that we have things in place for when my children grow up. Has also put protections in place should anything happen to me.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing I can think of. Gary keeps in contact without being pushy. I know I can contact him and he will always respond or get back to me the first moment he can.
Gary:
Thank you Nav for the review you did for me. It’s a pleasure to look after your family and put in place the right protection for you and also the savings plans for your children.Review
by a verified client in Buckinghamshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband and I had money to invest.
How has Gary Metcalf helped you?
He has given us the benefit of his wisdom and expertise.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
A meeting with Gary twice a year instead of yearly.
Gary:
Thank you Janet for the review. I have looked after you for many years and I always enjoy our meetings and lunch.