Craig Gahagan

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

We wanted to invest a lump sum, switch pensions and plan for our retirement.

How has Craig Gahagan helped you?

Craig is a great listener. He really tuned into what we wanted to do and asked lots of targeted questions so that he knew exactly how to advise us. His recommendations were exactly what we wanted to do.

Have you seen the outcome you were hoping for?

Yes, all products have been set up and we feel confident that we’re saving properly for the future. That’s a weight off.

What could they have done better?

Nothing. Craig is great!

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

To invest money wisely.

How has Craig Gahagan helped you?

Sort out pensions and future planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing very happy with Craig’s advice

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

Pension planning

How has Craig Gahagan helped you?

I have been extremely impressed with Graig's understanding of the complex UK financial pension system. Craig has been working with me for approximately two years. I knew I had made the right choice in an advisor when Craig identified an error on my UK tax withholdings that we were able to correct, which saved me money - this was all before he would even accept any renumeration. Graig has proceeded to further show his value in subsequent guidance. Beyond his financial expertise, Craig is a person with high ethical ideals and an engaging personality – he has made discussions around pensions enjoyable....yes, enjoyable. In summary, Craig has my highest recommendation.

Have you seen the outcome you were hoping for?

I have seen the outcome for which I was hoping, and more!

What could they have done better?

Nothing. Craig has fully achieved everything that I could have hoped for in an advisor to help me navigate the complexity of UK pensions.

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

I had multiple pensions and wanted some advice on the best way forward to manage them. I also had a cash ISA that I was keen to invest in a better way.

How has Craig Gahagan helped you?

Craig has given me some very helpful advice both verbally and in the way of documentation. He has always been very prompt when replying to my questions and very understanding when it comes to explaining what is happening and what the end result will be. With Craig‘s help, I now feel a lot more in control of my financial situation. He was very good at explaining the different schemes available and what I can and can’t do with them.

Have you seen the outcome you were hoping for?

Most certainly. Obviously, it’s is very early days, but I feel a lot more confident with my financial situation.

What could they have done better?

Nothing

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

We were looking to organise our finances after receiving an inheritance . We wanted investment advice for our retirement and inheritance tax planning.

How has Craig Gahagan helped you?

Craig was extremely professional and explained everything clearly. Craig made us feel very comfortable and we never felt awkward about asking him anything.

Have you seen the outcome you were hoping for?

Yes. We now feel confident and reassured about our financial situation.

What could they have done better?

Nothing, everything was fine.