Gary Davies

Please provide a brief comment about your experience with Gary

Easy to talk to, absolutely no pressure. Left me feeling I was going in the right direction.

Please provide a brief comment about your experience with Gary

I needed some urgent information to do with inheritance tax. He had all the information and explained everything in a very clear manner so I could instantly know my choices. I will definitely be using him when the inheritance is complete.

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

Retirement

How has Gary Davies helped you?

By providing considered and effective advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

I had to transfer money from a private fund, which was at the end of term and the company did not provide pension services.

How has Gary Davies helped you?

Gary has advised me and my pension has grown with where it was invested, despite Brexit and COVID.

Have you seen the outcome you were hoping for?

Bit of a blip lately with the stability of the financial market due to Trump but overall going quite well.

What could they have done better?

Not that I know of but I am not a financial expert.

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

I needed advice on where to invest my pension through a divorce settlement

How has Gary Davies helped you?

Extremely knowledgeable, friendly, whatever I asked for or needed help with he was at the end of the phone always ready to help.

Have you seen the outcome you were hoping for?

Yes, thank you Gary ?

What could they have done better?

To be fair I have to say that I do not believe in my case Gary could’ve done anything better. He was spot on with his help and advice.