Gary Leftley

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

It was initially a mandatory requirement to use the services of a pension advisory service when I was seeking a fund

How has Gary Leftley helped you?

Provided sensible advice

Have you seen the outcome you were hoping for?

No, because the current economic environment is very poor - and this is definely not a criticism of Gary Leftley (Shackleton).

What could they have done better?

Difficult to say, see the above response.

Please provide a brief comment about your experience with Gary

Gary was very helpful and pleasant to deal with. He explained everything in detail.

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

Financial advice including inheritance tax advice

How has Gary Leftley helped you?

He showed me the picture of my investments

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?

After receiving excellent advice from Tom Garset-Bennet at Ellis Bates we are pleased to meet Gary who understands our needs and preferences.

How has Gary Leftley helped you?

He reassures us that we are in a sound financial position and no need to change

Have you seen the outcome you were hoping for?

Yes, especially in our Trust Fund for our grandchildren

What could they have done better?

We are satisfied customers and appreciate the support from Allison Wragg

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

I needed a professional who was competent in giving advice about investing in stocks and shares

How has Gary Leftley helped you?

Giving that professional advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing