Gareth's reviews
Reviewed for
Insurance and Protection ( 16 )
Mortgages ( 1 )
Pensions ( 74 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 39 )
Auto Enrolment ( 2 )
Investments and Savings ( 58 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 15 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 30 )
Financial Planning ( 38 )
Financial Mentoring ( 6 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 27 )
£100k - £200k ( 5 )
Up to £50k ( 5 )
£50k - 100k ( 2 )
Review
by a verified client in Neath Port Talbot
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice on investments when I was due to retire
How has Gareth Channon helped you?
He has helped me understand the options available to me
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Blaenau Gwent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am retired
How has Gareth Channon helped you?
Managed my pensions etc
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Gloucestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I inherited money from my mother and needed advice on how to invest it
How has Gareth Channon helped you?
He has helped me understand that I don't like risk and prefer ethical investments
Have you seen the outcome you were hoping for?
Yes, I have felt able to retire and rely on my teachers' pension, investments and the state pension
Review
by a verified client in Rhondda Cynon Taff
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Poor / No Advice from a previous Financial Adviser
How has Gareth Channon helped you?
He has helped us to understand our pension plans and create a plan for retirement, together with spending a significant amount of time helping and supporting us with tangible documented information, showing us what we should have received from our previous financial advisor - I feel far morE comfortable with Gareth as our Financial Advisor
Have you seen the outcome you were hoping for?
So far, so good
What could they have done better?
Not much
Review
by a verified client in Rhondda Cynon Taff
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were disappointed and neglected by our previous advisor. We used the Beewise directory wanted someone local and found Gareth.
How has Gareth Channon helped you?
He is professional but down to earth and easy to speak with. He under stood what we needed and gave us confidence that our plans were achievable. He spent time with us ensuring we were happy with his suggestions.
Have you seen the outcome you were hoping for?
Yes I have recently retired and confident that my financial future is being managed well.
What could they have done better?
We have established a good working relationship with Gareth based on trust and sound advice. We look forward to continuing our financial relationship long term. Please don’t retire!