Gareth Channon

What were the circumstances that caused you to initially look for an adviser?

Lack of any pension plan, aged 36

How has Gareth Channon helped you?

Gareth has helped me set up a pension that is currently performing very well. He has also given valuable advice and guidance on cash flow modelling and contributions needed for sufficient retirement income

Have you seen the outcome you were hoping for?

so far, yes

What were the circumstances that caused you to initially look for an adviser?

Pension planning

How has Gareth Channon helped you?

Yes, I trust him completely with my money.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not a lot really

What were the circumstances that caused you to initially look for an adviser?

.

How has Gareth Channon helped you?

.

Have you seen the outcome you were hoping for?

.

What could they have done better?

.

What were the circumstances that caused you to initially look for an adviser?

I felt I was not qualified to make the best financial decisions myself.

How has Gareth Channon helped you?

Gareth has been looking after my savings and investments for more than 20 years. He has always provided solid and excellent advice.

Have you seen the outcome you were hoping for?

Yes indeed.

What could they have done better?

I’m very happy with the situation. I don't think anyone else would have managed my affairs better.

What were the circumstances that caused you to initially look for an adviser?

I met with Gareth before I retired to advise on how to best use my pension and how to invest my money in the best way that would work for my future.

How has Gareth Channon helped you?

Advised on how and where to invest and how much money to take out annually.

Have you seen the outcome you were hoping for?

Yes, Always honest and good advice.

What could they have done better?

Nothing.