Gary's reviews
Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 1 )
Pensions ( 15 )
Retirement income (annuities, drawdown) ( 10 )
Investments and Savings ( 10 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 2 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 11 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 5 )
£100k - £200k ( 3 )
£50k - 100k ( 1 )
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?
good
How has Gary Leftley helped you?
good
Have you seen the outcome you were hoping for?
good
What could they have done better?
good
Review
by a verified client in Berkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Already with the company and Gary took over my account
How has Gary Leftley helped you?
Advise on reducing work and financial planning
Have you seen the outcome you were hoping for?
Early days but our plans will take shape as soon as we are ready
What could they have done better?
Nothing, the advise gave us a different approach on our future
Review
by a verified client in East Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on taking my pension
How has Gary Leftley helped you?
Helped me understand my options
Have you seen the outcome you were hoping for?
Generally yes. However the current markets are taking their toll on investments.
What could they have done better?
Nothing. The service is good.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Gary
Gary was very professional in giving unbiased advice and answered every question raised once again in a very professional manner.
First impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Gary
He was very knowledgeable and said he would be in contact before Xmas however he hasnt
Gary:
Hi Marion, really good to speak just now and glad you are already learning so much as part of this process. As discussed, I was waiting for your technical report and was scheduled to speak with you tomorrow. Looking forward to finalising your financial plans in the New Year.