Gareth's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 1 )
Pensions ( 49 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 24 )
Auto Enrolment ( 2 )
Investments and Savings ( 42 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 7 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 22 )
Financial Planning ( 24 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 17 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Up to £50k ( 5 )
Review
by a verified client in Bridgend
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice to protect my personal savings and plan for the future .
How has Gareth Channon helped you?
Gareth has given me excellent advice for many years providing me with a secure financial future for myself and my family.
Have you seen the outcome you were hoping for?
Most definitely.
What could they have done better?
I cannot think of anything Gareth could have done better , he is always available for advice and explains clearly the complexities of the financial market,
Review
by a verified client in Cardiff
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
you have to have an advisor to help you
How has Gareth Channon helped you?
loads more that you think when you start the process and you save money
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Review
by a verified client in Torfaen
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension investment financial advice
How has Gareth Channon helped you?
Provided clear and supportive advice re pension, finance and retirement planning.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Everything was perfect and as expected
Review
by a verified client in London
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I did not have an adviser many years ago and when I was in a position to need one I chose Gareth Channon.
How has Gareth Channon helped you?
Gareth Channon has assisted me in placing my savings into the most appropriate investments and has advised me well over the years.
Have you seen the outcome you were hoping for?
I have indeed.
What could they have done better?
I have been entirely happy with Gareth Channon’s advice and assistance.
Review
by a verified client in London
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice and financial planning before retirement.
How has Gareth Channon helped you?
Gareth explained my financial options and then organised all the paperwork related to my investments. He always explains things very carefully and in terms that are easy to understand.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
All aspects of the meeting, follow up and communication with Gareth are excellent. Cannot fault him.