Adam's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 38 )
Retirement income (annuities, drawdown) ( 31 )
Investments and Savings ( 63 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 27 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 42 )
Financial Mentoring ( 5 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 19 )
£100k - £200k ( 4 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
Review
by a verified client in Buckinghamshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement due to ill health.
How has Adam Gibson helped you?
He has always explained complicated matters, given sound advice and made himself promptly available when I needed extra help after the death of my husband recently.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I'm not aware of anything.
Review
by a verified client in Northamptonshire
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Money to invest
How has Adam Gibson helped you?
General advice
Have you seen the outcome you were hoping for?
More or less
What could they have done better?
no
Review
by a verified client in Warwickshire
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
For financial planning advice
How has Adam Gibson helped you?
(1) reviewed investments, recommended changes (2) advised and guided through Inheritance Planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Review
by a verified client in Northamptonshire
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have inheritance funds which we wanted to invest in order to give us a regular income.
How has Adam Gibson helped you?
He has guided us to the most appropriate investment products and helped us to reduce the amount of tax which we pay on our investments through the use of ISAs
Have you seen the outcome you were hoping for?
Yes - our investments have seen good growth
What could they have done better?
Can't think of anything which would improve the service
Review
by a verified client in Oxfordshire
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Adam Gibson helped you?
Advised on financial support
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing