Gerry's reviews
Reviewed for
Pensions ( 7 )
Retirement income (annuities, drawdown) ( 3 )
Investments and Savings ( 5 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 5 )
Financial Mentoring ( 1 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 2 )
Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Gerry Davies helped you?
Take action to enhance returns
Have you seen the outcome you were hoping for?
Yes for now
What could they have done better?
Nothing
Review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We changed our advisor because our investments were not doing very well, charges were high and our advisor didn't bother to change anything. After 3 years our stocks and shares Isas were worth less than the amount we first invested for example.
How has Gerry Davies helped you?
Gerry has changed the funds we have investments in. The stocks and shares Isas are now doing well. Gerry went through things in great detail and made sure that we would have enough money for the future.
Have you seen the outcome you were hoping for?
Yes, although with some of the changes it is too early to tell but things are definitely improving.
What could they have done better?
I don't know.
Review
by a verified client in Surrey
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Management of finances in retirement
How has Gerry Davies helped you?
Looked at the overall picture and made recommendations as to actions to be taken immediately and in the future
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Surrey
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To consolidate our various pensions into one platform
How has Gerry Davies helped you?
Advised on which funds to invest in and which platform to use. Did the paperwork for all the transfers.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I'm happy with what Gerry did so nothing more would be better
Review
by a verified client in Surrey
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I became aware that pension company's aren't always doing the best for the individual, particularly with risk ramp down after 60.
How has Gerry Davies helped you?
Advised altering one pension, transferring one to a better option.
Have you seen the outcome you were hoping for?
Too early to say but the prediction is much better.
What could they have done better?
Not real issues at this stage.