David Gladstone

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

I sold my start up business and consequently had a good return in cash. Being an entrepreneur, I had no real pension but also now needed a return on investment on my windfall.

How has David Gladstone helped you?

- manages pension portfolio - manages share based investment fund - advised and created trusts for my children - maximises my tax liability with ISAs

Have you seen the outcome you were hoping for?

I am delighted with the advice, service and tangible results

What could they have done better?

I am very happy with his company’s work

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

Close down of a final salary pension scheme that I was in.

How has David Gladstone helped you?

Pension advice, retirement planning, SIPP investment.

Have you seen the outcome you were hoping for?

He has given me a good understanding of the pensions systems and associated tax matters. SIPP investments have performed well.

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

Pension planning advice

How has David Gladstone helped you?

Moved a pension, provided pension planning advice & understanding risk

Have you seen the outcome you were hoping for?

Yes

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

I wanted support in dealing with mortgage, pensions and savings.

How has David Gladstone helped you?

David combines financial acumen and knowledge with an empathetic and personal approach. He has been more than a financial advisor and is someone I consider a trusted advisor. We have talked about the usual aspects of financial planning but he has been able to clearly see the bigger life picture and attendant challenges.

Have you seen the outcome you were hoping for?

We have worked together for 15 years and the various outcomes over that time have always been positive.

What could they have done better?

Cannot think of anything.

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

I have been taking advice from David for over 20 years now and he has never let me down- his advice is always succinct, accurate and delivered in a professional yet friendly manner. I rely on him a lot!

How has David Gladstone helped you?

As above, for 20 years david and his team have managed my finances (including pensions and their transfers). He is always on top of things and I value his advice!

Have you seen the outcome you were hoping for?

Yes most definitely

What could they have done better?

Nothing