Adam's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 25 )
Retirement income (annuities, drawdown) ( 19 )
Investments and Savings ( 41 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 14 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 24 )
Financial Mentoring ( 5 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 11 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
Review
by a verified client in Northamptonshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When I first bought my bungalow in 1970 I decided that I need the advice of a financial advisor to help me look to the future, pensions etc. Adam is only the second advisor I have had in all that time. He brought fresh eyes to my situation and I have confidence in his advice.
How has Adam Gibson helped you?
He listens to, advises and explains.
Have you seen the outcome you were hoping for?
So far, yes.
What could they have done better?
I’m not aware of anything. I hear from them on a regular basis about what is going on on in the financial world. I can ring for further information at any time. I also receive information that is specific to me.
Review
by a verified client in Oxfordshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To advise me what were the best options
How has Adam Gibson helped you?
Advising me on my finances
Have you seen the outcome you were hoping for?
Yes all positive results
Review
by a verified client in Warwickshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
sound financial advice and planning for the future
How has Adam Gibson helped you?
by advising on planning for the future and currently in Inheritance Tax issues.
Have you seen the outcome you were hoping for?
yes
Review
by a verified client in Northamptonshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had received legacy funds from a family member and needed advice on how to invest these funds in a tax efficient manner.
How has Adam Gibson helped you?
He has regularly reviewed our investments and recommended changes to our portfolio when required.
Have you seen the outcome you were hoping for?
Yes - investments have grown and enabled us to produce some extra income in retirement.
Review
by a verified client in Buckinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and inheritances.
How has Adam Gibson helped you?
Sound advice which has taken worry and pressure from us.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
We are happy with the service Adam has provided.