Gary Davies

Please provide a brief comment about your experience with Gary

Very knowledgeable, extremely clear and incredibly transparent. I spoke to Gary about my situation and he was open about where he could help and how and clearly had the domain expertise I was looking for

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

Not happy with my previous advisor

How has Gary Davies helped you?

He has advised me on the best risk level to invest in

Have you seen the outcome you were hoping for?

Yes. The gains that Gary has made through the choices of investing areas has made the gains that we hoped for

What could they have done better?

Nothing

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

Pension Planning & Investments following the passing of my late wife

How has Gary Davies helped you?

Gary has helped with all aspects of my pensions and investments and provided a more personal approach to my family life following the passing of my wife

Have you seen the outcome you were hoping for?

At present everything seems on track

What could they have done better?

Nothing

Please provide a brief comment about your experience with Gary

Although Shackleton's wasn't able to directly assist with my requirements Gary gave me extremely useful advice in a straightforward format. I am most appreciative.

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

Pension planning

How has Gary Davies helped you?

Reliable and efficient

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing