Gary's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 1 )
Pensions ( 53 )
Retirement income (annuities, drawdown) ( 36 )
Investments and Savings ( 41 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 12 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 26 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 17 )
£100k - £200k ( 10 )
Up to £50k ( 3 )
( 1 )
£50k - 100k ( 3 )
Review
by a verified client in Hampshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inherited monies needed to be invested for our future retirement
How has Gary Leftley helped you?
By advising the best products to meet our requirements
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
They are at the hands of the Markets and interest rates so do as well as they can
Review
by a verified client in Surrey
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had money to invest in a pension
How has Gary Leftley helped you?
discusses financial situation, advises around inheritance monies.
Have you seen the outcome you were hoping for?
invested pot gas increased
Review
by a verified client in Hampshire
8 days ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
Better understanding of our finances
How has Gary Leftley helped you?
Gary is always clear and helpful. I like his professional attitude.
Have you seen the outcome you were hoping for?
Yes, our savings are growing.
Review
by a verified client in Kent
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Because I had a pension that needed to be able to give me an income.
How has Gary Leftley helped you?
Gave me the help and information of the best way to invest it.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don’t think I could have done any better.
Review
by a verified client in West Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I didn’t know what to doo with my private pensions
How has Gary Leftley helped you?
He made everything clear and gave easy to understand choices
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing