Reviewed for

Insurance and Protection ( 6 )

Mortgages ( 4 )

Pensions ( 24 )

Retirement income (annuities, drawdown) ( 5 )

Investments and Savings ( 28 )

Pension Transfers - Non Specialist ( 3 )

Inheritance Planning ( 3 )

Pension Transfers - Specialist ( 1 )

Reviewers' assets

£500k+ ( 5 )

£200k - £500k ( 11 )

£100k - £200k ( 8 )

Up to £50k ( 1 )

£50k - 100k ( 6 )

Client reviews

First impression from a user who is not yet a client

March, 2020

Overall

Please provide a brief comment about your experience with Gavin

I went to see Gavin to seek clarity, but I was more confused when I left than when I arrived. Ultimately his advice couldn't be truly independent as he was trying to get me to buy their services & products. I have since seen other FAs who have given me different advice.

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Shropshire

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

Redundancy and early retirement.

How has Gavin Roberts helped you?

Gavin explained everything I needed to know in great detail, but it was very easy to understand. There was no pressure whatsoever and Gavin was always available to discuss any queries I had. He was very re-assuring, explaining the various pension options that were available to me.

Have you seen the outcome you were hoping for?

Most definitely. It's just over a year since I chose Gavin to consolidate my pensions. The communication from Gavin and his team throughout the last twelve months has been excellent. i can now enjoy my retirement with my wife, knowing that my pension is in safe hands.

What could they have done better?

Nothing whatsoever.

First impression from a user who is not yet a client

January, 2020

Overall

Please provide a brief comment about your experience with Gavin

Gavin provided me with details of the charges that would be involved along with a good understanding of the information that I needed to go away and think about my pension. Although I have decided to take my pension as it stands, my husband will be approaching Gavin for his services when his time comes for pensions advice.

First impression from a user who is not yet a client

March, 2019

Overall

Please provide a brief comment about your experience with Gavin

Very clear and helpful. Would think seriously about using Gavin's services in the future if circumstances dictate.

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in Shropshire

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

Sought financial advice due to early retirement

How has Gavin Roberts helped you?

In every way! Explained everything in detail in a manner that was easy to understand. Never rushed and always available to discuss issues further when required.

Have you seen the outcome you were hoping for?

Absolutely!

What could they have done better?

Cannot think of anything more Gavin and his team could have done.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Shropshire

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

Many different pension pots collected over many years required the services of a financial adviser to bring some sort of order.

How has Gavin Roberts helped you?

Gavin offered clear and concise advice on what would be the best way forward in plain English.

Have you seen the outcome you were hoping for?

All my pensions were transferred into a single pot exactly as was planned, just a case now of keeping an eye on them going forward.

What could they have done better?

Nothing comes to mind.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Shropshire

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

Pension advise

How has Gavin Roberts helped you?

He gave unbiased advise

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

He did what I asked for and quickly

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Warwickshire

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

Our old one was a naughty boy

How has Gavin Roberts helped you?

He took over our portfolio, renewed our trust, and gave us total confidence again.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can't think of anything up to now but I'm trying really hard.

Gavin's reply

Hi Jo, thanks for the review.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Shropshire

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

Sooner or later It happens to us all, “Retirement” you can do all the research you like looking at your facts and figures on your Pension Pots, the real acid test is how do these figures stand up when an Independent Financial Adviser looks at your figures, this is where we sought Professional Independent Advice through Chartered Independent LTD and met Gavin.

How has Gavin Roberts helped you?

Gavin listened to his “Customer” needs, he talked us through the differing stages and options available to us with our pensions. Pension issues are not resolved in one meeting, Gavin made sure he was contactable and available for either a meeting or phone calls, any emails sent to Gavin were answered very quickly, most often the same evening. Gavin also made himself available for home visits should you need them

Have you seen the outcome you were hoping for?

The foundation has been set. Retirement is like a seedling growing, you pick the best seeds for growth (your pension pots), you take advice on how to plant it for that best growth (Gavin Roberts) you sit back and wait for the maturity to keep giving year after year, knowing you have both financial stability and a strong foundation in case of adverse weather.

What could they have done better?

On this occasion Gavin met all our requirements, Ps (he need some work on his Jokes !)

Gavin's reply

Thanks for your review Tony, I always try and review feedback for areas to improve. As such, I have now added a new joke book to my Christmas list for Santa this year. Look forward to catching up again for our review, kind regards, Gavin

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Shropshire

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

Nearing retirement and wanted to know the options available.

How has Gavin Roberts helped you?

Provided thorough but clear advise on what my options were regarding my different pensions, and the best way to maximise my pension pot.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

Nothing!

Gavin's reply

Thanks for taking the time to leave your review Bev, great to have met you and your daughter. Gavin

First impression from a user who is not yet a client

June, 2018

Overall

Please provide a brief comment about your experience with Gavin

Thoroughly professional with lots of good pointers and ideas, yet friendly, relaxed and engaging at the same time. Will definitely return.

First impression from a user who is not yet a client

May, 2018

Overall

Please provide a brief comment about your experience with Gavin

Mr Roberts came across as being a very straightforward person to deal with, and has a unhurried approch to his advice. There was no pressure at any point and evrything he said was clear and concise.

First impression from a user who is not yet a client

May, 2018

Overall

Please provide a brief comment about your experience with Gavin

I am due to retire in the near future and wanted to maximise my financial position and clear any uncertainty with my profile, Gavin visited me as appointed and spent well over an hour with me after which he concluded that I had everything in order and he could not justify taking me on as a client because he would be unable to add value to what I already had in place. I was somewhat surprised by this comment as result I would not have any reservations on contacting him in the future his honesty and integrity was very refreshing in these times although I can not do business with him at the moment he as given me the confidence that I have done things right

First impression from a user who is not yet a client

March, 2018

Overall

Please provide a brief comment about your experience with Gavin

Very knowledgeable and thorough. Went the extra mile to try to suggest solutions to my financial situation. Felt like he was someone I could trust and work with. Thank you Gavin.

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in Shropshire

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

I needed advice on retiring.

How has Gavin Roberts helped you?

I had four pension pots and Gavin quickly advised what I needed to do to get the best return from these plans.

Have you seen the outcome you were hoping for?

Yes, my pensions are now resolved.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Shropshire

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

To make money on investment.

How has Gavin Roberts helped you?

He was very thorough,explained everything well and was very trustworthy in finding and matching appropriate investments to suit my requirements.

Have you seen the outcome you were hoping for?

Yes steady growth as I like to be a little cautious. Well spread over many companies.

What could they have done better?

Well he always reviews every year so 5 star for that.Is freindly and outgoing and sincerely honest. The best I have dealt with. Feel comfortable with his suggestions and the porfolio is managed and presented in an excellent manner.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Wrexham

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

introduction of the workplace pension.

How has Gavin Roberts helped you?

Gavin understood our requirements and was able to offer various options. He set up schemes for the Directors and all operatives. He also offer advise on the data entry process.

Have you seen the outcome you were hoping for?

Very happy with schemes set up and able to monitor the scheme. As an employer we are able to easily access and manage the individual employee's needs.

What could they have done better?

On this particular scheme we had no problems and don't think anything could have improved.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Derbyshire

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

I wanted to buy my wifes commercial property where her salon has been for a number of years. I had no clue how to go about this and was introduced to Gavin as part of my team so to speak.

How has Gavin Roberts helped you?

Gavin helped me by advising the best way to buy the premises and using some of my existing pension plans to enable me to make the purchase. He took the time to review all of my financial commitments, current investments and with others in my team came up with a plan that enabled me to buy the premises.

Have you seen the outcome you were hoping for?

we achieved plan A and Gavin continues to listen to my aspirations and works with me as I need to generate investment funds for my future.

What could they have done better?

I have no comments to make. Gavin was the consummate professional and continues to deliver first class advice and support.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Shropshire

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

We wanted to have expert advice on how best to prepare for retirement and to ensure our family did not suffer unnecessary hassle & costs when they inherit.

How has Gavin Roberts helped you?

Gavin provides clear advice that is down to earth and understandable. His advice has proven to be useful and cost effective. He's also a nice guy. The support staff are friendly and helpful, and comms with Gavin & the team are good.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing to comment on so far in our dealings with Gavin

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Shropshire

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

I wanted an independent Financial Advisor and looked on the Regulators website to see who was local and had the best ratings. I had no knowledge with any local advisors but picked Gavin. I needed help to manage my pension funds as well as looking at savings/investments. I also needed advice on tax planning.

How has Gavin Roberts helped you?

Gavin listened to my needs and has subsequently helped me manage my pension/investment funds. He went through proper procedures to determine my appetite for risk/reward and tailored my portfolio to that level. Gavin went through his proposals in sufficient detail for my needs.

Have you seen the outcome you were hoping for?

I am happy with the advice and service received from Gavin.

What could they have done better?

I think Gavin has it just about right.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Staffordshire

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

Approaching retirement age and planning for the future.

How has Gavin Roberts helped you?

Annual review of financial standing and investment performance and occasional ad hoc support on personal tax queries.

Have you seen the outcome you were hoping for?

So far so good.

What could they have done better?

Gavin uses plan English and thankfully avoids jargon which is great for us. No obvious suggestions come to mind.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Shropshire

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

I needed advice on a financial strategy as some investments were maturing.

How has Gavin Roberts helped you?

He gave me clear explanations on a number of options open to me and advised me on the route best suited to my circumstances.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing more than he already does. He was and continues to be ready and willing to meet and discuss any questions I may have.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Shropshire

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

My Father passed away earlier this year and I needed some assistance dealing with his estate. I also needed some advice regarding my own pension arrangements.

How has Gavin Roberts helped you?

He assisted me with my late fathers estate. He also reviewed my pension arrangements and assisted me with a pension transfer.

Have you seen the outcome you were hoping for?

Yes. My pensions have been transferred to a more suitable arrangement and my late father's estate was dealt with in a professional and efficient manner. Gavin always offered his time to me. He was trustworthy and I felt relaxed dealing with him. I would always recommend his services to my friends and family.

What could they have done better?

It took four days to get an appointment as his diary was fully booked.

First impression from a user who is not yet a client

November, 2017

Overall

Please provide a brief comment about your experience with Gavin

Gavin, was very clear about what he could do for us and I will forward a copy of my deceased wife's will to him so that he will know which way to go regarding investing my wife's legacy from our marital home, to give me an income.

First impression from a user who is not yet a client

June, 2017

Overall

Please provide a brief comment about your experience with Gavin

Very thorough. Informative. Spent over an hour with me. Very good detail about various options. Extremely thorough in establishing my requirements. No complaints . Happy with consultation.

First impression from a user who is not yet a client

May, 2017

Overall

Please provide a brief comment about your experience with Gavin

Initial quick response and then an early appointment, all good. He seems to be knowledgeable in the areas we were interested in and I would be confident in using his advice.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in Shropshire

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

As I had retired and had several pension schemes in place I needed someone to give advice how to make best use of the funds.

How has Gavin Roberts helped you?

Called to see me, and then by writing to the various pension companies for fund values. Thereafter funds transferred to drawdown pension scheme.

Have you seen the outcome you were hoping for?

Yes, absolutely. Very pleased.

What could they have done better?

By Gavin's own admission, admin could have a bit tighter in the first year but now seems spot on.

First impression from a user who is not yet a client

August, 2016

Overall

Please provide a brief comment about your experience with Gavin

Keeps to his word, will not pressure/hurry his client into making a decision. Will explain the entire procedure, very competent, understanding and helpful.

First impression from a user who is not yet a client

November, 2015

Overall

Please provide a brief comment about your experience with Gavin

Gavin contacted my husband immediately and arranged to visit us at home. He was very friendly and made us feel at ease straightaway. Gavin read through the paperwork relating to my husband's pension and explained the Annuity scheme to us which was one of the things we didn't understand. He also made a call to the Personal Pension provider and requested quotes which would show us a couple of options. We received advice without any pressure and were also told that we were welcome to contact him if we had any further queries. We would thoroughly recommend the services of Gavin to anyone requiring advice/help.

First impression from a user who is not yet a client

November, 2015

Overall

Please provide a brief comment about your experience with Gavin

Gavin was very helpful. He spent time with us one evening in our home and explained pensions to us in a clear, understandable way so that we can make an informed decision. We would definitely recommend his advice to others.

First impression from a user who is not yet a client

November, 2015

Overall

Please provide a brief comment about your experience with Gavin

Immediate, excellent, honest. Couldn't fault him

First impression from a user who is not yet a client

July, 2015

Overall

Please provide a brief comment about your experience with Gavin

Gavin responded quickly and accurately to my request for information and set out the steps involved clearly and concisely.

First impression from a user who is not yet a client

May, 2015

Overall

Please provide a brief comment about your experience with Gavin

After giving Gavin an idea of our future plans he gave us no nonsense advice and a way to achieve our plans.

Review from verified client

May, 2015

Overall

Advice

Service

Value

Based in Staffordshire

How has Gavin Roberts helped you?

With early retirement looming I wanted assurance that my pension pot would be able to support my wife and I for our retirement. Gavin came to visit us for a preliminary (free) discussion. We were impressed by his knowledge and his easy to understand explanations of the options available. He was very easy to talk to and he certainly eased our worries about the future. There was no pressure to book further appointments. He left us to consider the options and think things over and contact him only if we wished for further advice and guidance. We would not hesitate to recommend him and will most likely use his services the future.

Gavin's reply

Thank you for taking the time to leave your review Barrie. I look forward to us working together soon.

First impression from a user who is not yet a client

March, 2015

Overall

Please provide a brief comment about your experience with Gavin

Thoroughly professional, and very helpful. A pleasure to do business with and would recommend him and his services.

First impression from a user who is not yet a client

March, 2015

Overall

Please provide a brief comment about your experience with Gavin

Friendly and easy to talk to and great advice. Put our minds at ease with what to do with pension pot.would definately recommend.many thanks!

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Gavin

Have only had contact with Gavin via the phone so far but have found him to be helpful and await a visit from him to discuss issues further

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Gavin

At this early stage in our discussions the dealings with Gavin have been very straight forward and friendly

First impression from a user who is not yet a client

December, 2014

Overall

Please provide a brief comment about your experience with Gavin

It was an absolute pleasure talking to Gavin about our financial future. He is very knowledgeable and gave me some great free advice. We may or may not use him in future as we have found someone local who we feel suits our needs but we will not be makin

First impression from a user who is not yet a client

October, 2014

Overall

Please provide a brief comment about your experience with Gavin

One of three seen, but not the one selected. However, we would not have had any problem taking him on as our IFA.

First impression from a user who is not yet a client

October, 2014

Overall

Please provide a brief comment about your experience with Gavin

Extremely professional.

First impression from a user who is not yet a client

October, 2014

Overall

Please provide a brief comment about your experience with Gavin

Gavin's been great so far, friendly and supportive, and we're definitely having follow up meetings with Gavin to look at other investments.

First impression from a user who is not yet a client

October, 2014

Overall

Please provide a brief comment about your experience with Gavin

I rang for advice which was fortcoming

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Staffordshire

How has Gavin Roberts helped you?

Gavin came to see us, explained things simply and left us to make our own decision. We called him back when we were ready to go ahead, he did not pressure us to go ahead. We did not use another adviser because we felt pressured.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Staffordshire

How has Gavin Roberts helped you?

Invested my pension money. Was very pleased.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Shropshire

How has Gavin Roberts helped you?

My pension with the NHS was due to be reviewed, I was concerned about the right options to take and what to do with the tax free lump sum. Gavin sorted this all out and explained the paperwork. I am happy with what he has done and he is now our family financial adviser.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Shropshire

How has Gavin Roberts helped you?

I had a ISA and pension in drawdown that was not invested correctly and had very high charges. Gavin had a look at the plans at his own cost initially and had sorted these out so they match my risk profile and have a chance of paying sustainable income now. The charges are also fractionally lower. Really happy and would feel comfortable recommending him to others.

First impression from a user who is not yet a client

July, 2014

Overall

Please provide a brief comment about your experience with Gavin

Excellent service. Very knowledgeable about various aspects of pensions and he was able to explain matters in understandable terms. Recent pension reforms, although giving us more freedom of choice, means more decisions need to be taken. Gavin's advice e

First impression from a user who is not yet a client

July, 2014

Overall

Please provide a brief comment about your experience with Gavin

Very straightforward and easy to get on with. Clear about charges and services. Makes you feel comfortable and instills confidence.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Shropshire

How has Gavin Roberts helped you?

Gavin is a well informed advisor, who obviously wants to keep up to date with financial issues so he can best inform his clients. We found him to be a very personable man, who had our best interests at heart. We liked the fact that he is chartered, so has spent some time studying for his profession. His knowledge was second to none and his advice was clearly explained.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Shropshire

How has Gavin Roberts helped you?

Needed help sorting out my ISA's. Gavin was more than happy to come see me in the evenings as was more convenient for me. Very satisfied with the service.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Staffordshire

How has Gavin Roberts helped you?

My pension portfolio is managed by Chartered Independent, Gavin reviews this portfolio and makes the necessary changes. Happy with the service so far.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Staffordshire

How has Gavin Roberts helped you?

Found the right insurance for me, my provider (Aviva) had increased my premium due to high blood pressure a few years ago, the new provider had more illnesses covered and did not increase the premium. Took a while to sort, but should be fine for a good few years now

What could they have done better?

Could have let me know earlier the need for signatures of additional trustees for the trust forms. This caused things to be dragged out a few more days. Only minor feedback.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Shropshire

How has Gavin Roberts helped you?

Needed income protection and Gavin shopped around for the best one for me. Very happy with the cost and the cover. Brilliant service. Will use again for any future needs.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Wrexham

How has Gavin Roberts helped you?

My portfolio is managed by Chartered Independent, this is reviewed every three months on the phone and face to face each year. We like the fact we never have to chase to book in appointments, very good.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Shropshire

How has Gavin Roberts helped you?

Gavin helped manage all the paperwork I had with lots of old pensions from different employers. He made sure I did not move the pensions that had good guarantees on them. I am really happy and would recommend him, especially for pensions.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Staffordshire

How has Gavin Roberts helped you?

My pension needed to be split after a divorce and Gavin helped transfer my share into a pension in my name. Would recommend.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Shropshire

How has Gavin Roberts helped you?

He understood all the needs and worries that we had with regards to our mortgage and worked very hard to find a product that suited us. No hassle and friendly. Will defiantly use again in the future and would recommend to anyone! Looking to sort out some life insurance with him.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Shropshire

How has Gavin Roberts helped you?

Gavin was very friendly and helpful. He used terminology that I was able to understand and the meetings weren't daunting at all. I felt very at ease and confident with Gavin's advice and his way of working. Very happy!

First impression from a user who is not yet a client

April, 2014

Overall

Please provide a brief comment about your experience with Gavin

Gavin gave advice which was clear, concise and to the point. Much to be grateful for, particularly in the conflicting opinions around pension changes at this time.

First impression from a user who is not yet a client

March, 2014

Overall

Please provide a brief comment about your experience with Gavin

A man with excellent knowledge of his subject

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Shropshire

How has Gavin Roberts helped you?

Gavin took all the stress out General Financial Planning, Insurance & Protection, Mortgages! He was excellent! realistic and down to earth!

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Shropshire

How has Gavin Roberts helped you?

Gavin advised us on how we could help our son with getting his first mortgage. He made not short of 30 phone calls before securing one. He kept us informed every step of the way and ensured all of the information was relayed to all parties clearly and concisely.

First impression from a user who is not yet a client

January, 2014

Overall

Please provide a brief comment about your experience with Gavin

Very pleasant and extremely helpful

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Staffordshire

How has Gavin Roberts helped you?

Good service, he knew all about the pensions I had and explained how they worked (these were mixed, some old company pensions and old private pensions). Some pensions were kept as they were as these had guarantees, the others were moved on his advice. The charges were clear and fair and I liked how I was not made to feel pressured into moving anything.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Shropshire

How has Gavin Roberts helped you?

Gavin gave balanced advice on our financial requirements in a clear, professional yet friendly manner. An excellent service.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Shropshire

How has Gavin Roberts helped you?

Gavin was a local financial planner who could visit at a time when both my wife and I were at home. He was able to review our existing policies and advise which should be reviewed. What I valued most as a client was that Gavin told us which ones which should remain where they were and for what reasons, therefore he was not making just change the policies for the sake of it. He was able to assist with our mortgage as we were approaching the end of our fixed rate and it was at a time when both my wife and I were changing jobs so he reviewed our full financial situation. He became the family financial advisor and now saves us many hours of our time as anything we need reviewing or a new policy we just leave it with Gavin to sort out. He is approachable, extremely patient (which he needs to be when explaining things to me wife!) and very professional. He saved us some money on several of our policies but also ensured we got better terms.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Shropshire

How has Gavin Roberts helped you?

Gavin is very approachable and most importantly for us as a new company was able to tell us what we did and did not need. He was able to advise us accordingly to ensure we were adequately protected as a business and as employees of our new Limited company. We had every confidence in what he was providing for us and the explanations of all policies were extremely clear. The cost of all such policies was made clear and we would not hesitate to recommend Gavin to any other business owners.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Staffordshire

How has Gavin Roberts helped you?

Chartered Independent look after a large portfolio of ISAs and other investments for myself and my wife, I like they fact that they review this regularly and ring me with updates on how it is performing. Gavin is our adviser and he makes sure we understand everything about our investments and is very knowledgeable.

Review from verified client

December, 2013

Overall

Advice

Service

Value

Based in Staffordshire

How has Gavin Roberts helped you?

Over the last few years my investment portfolio has been under the management of Chartered Independent Wealth Management, I am very happy with how they have managed these investments. They have stayed in regular contact after the initial investment was done, calling me at agreed times to book in our regular reviews. These reviews are always face to face and very professional, which I like. For me, what they do well is that if I have any questions they are always available and get back to me very quickly.

Review from verified client

December, 2013

Overall

Advice

Service

Value

Based in West Midlands

How has Gavin Roberts helped you?

I needed help with my pension, to access my tax free cash. My pension company (Aviva) would not help and told me to find an IFA. I found Gavin on the internet as he was local, he helped explain the best way of arranging my pensions and savings. It was nice to find someone local who would come out and see me. Really happy with the service.

Review from verified client

December, 2013

Overall

Advice

Service

Value

Based in Shropshire

How has Gavin Roberts helped you?

Really happy, I wanted someone to review my ISAs and shares as I had had no service or advice for years. Gavin sorted out my portfolio, lowered the charges and now reviews these regularly.

Review from verified client

December, 2013

Overall

Advice

Service

Value

Based in Shropshire

How has Gavin Roberts helped you?

Gavin was brilliant, I had a few pensions that had not been reviewed for a long while, he explained how they worked and put a plan together to get these moving again. Nice guy and easy to talk to, I would definitely recommend him