Gary Davies

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

Retirement

How has Gary Davies helped you?

Helped with what I wanted

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Don’t know

Please provide a brief comment about your experience with Gary

I had a few questions regarding tax and pensions. I had an initial free chat with Gary where I was hoping to outline the areas I wanted help and ask what he would charge for advice. However, he gladly gave me all the advice I needed during the free call. I came away most impressed, and should I need more comprehensive help in future he will be my first contact.

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

I looked for an adviser because I required the right advise for my finances and private pension.

How has Gary Davies helped you?

Gary has given me the best advise for my finances and private pension which I truly appreciate.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing really.

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

Needed to get advise on my SIPP

How has Gary Davies helped you?

Ongoing advice on pension and savings

Have you seen the outcome you were hoping for?

Things are looking good for the future

What could they have done better?

Cannot think of anything

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

My previous advisor died

How has Gary Davies helped you?

Attentive to my needs and my situation

Have you seen the outcome you were hoping for?

Not as yet, still in full time employment so still preparing for retirement

What could they have done better?

Spoke about other financial plans regarding equity release, still waiting to be contacted about this