Reviewed for

Insurance and Protection ( 37 )

Mortgages ( 28 )

Pensions ( 56 )

Equity Release ( 6 )

Retirement income (annuities, drawdown) ( 46 )

Auto Enrolment ( 3 )

Investments and Savings ( 59 )

Pension Transfers - Non Specialist ( 12 )

Inheritance Planning ( 10 )

Long Term Care ( 4 )

Pension Transfers - Specialist ( 5 )

Financial Planning ( 8 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 5 )

£200k - £500k ( 11 )

£100k - £200k ( 15 )

£50k - 100k ( 1 )

Up to £50k ( 11 )

Client reviews

First impression from a user who is not yet a client

October, 2023

Overall

Please provide a brief comment about your experience with Gavin

I found Gavin to be very personable, arriving on time and smartly dressed. He took his time listening to and taking onboard my requirements to assist with my pension queries.

First impression from a user who is not yet a client

September, 2023

Overall

Please provide a brief comment about your experience with Gavin

He discussed everything that wewanted.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Essex

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

Financial advice and future security recommendations for me and my family.

How has Gavin Park helped you?

Gavin’s knowledge and understanding of my requirements helped fund a solution that was perfect for me.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Wrexham

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

Looking for financial planning advice for the future when started permanent employment

How has Gavin Park helped you?

Ongoing financial advice and annual reviews over many years. Previous mortgage application assistance.

Have you seen the outcome you were hoping for?

Yes despite recent financial market performance

What could they have done better?

Nothing

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Devon

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

I had my own busine and wanted advice and support on planning for the present and the future

How has Gavin Park helped you?

Specific tailored help. Yearly meetings to go over my investments and finances.

Have you seen the outcome you were hoping for?

yea, much better than I would have expected

What could they have done better?

nothing that i can think off

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Suffolk

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

Having being made redundent I needed advise on my estate, and where to distribute

How has Gavin Park helped you?

Gavin has advised me on my monetary estate

Have you seen the outcome you were hoping for?

We have had excellent results

What could they have done better?

No applicable

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Hampshire

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

When working, I never had the time to devote to my own pension planning

How has Gavin Park helped you?

Consolidation of money purchase pensions into a single pot allowed me to retire early with no significant change to my lifestyle. New pension pot started for my wife.

Have you seen the outcome you were hoping for?

Perfect. Took drawdown for 5 years and the pot has still achieved excellent growth.

What could they have done better?

Not much. Gavin took time to understand us, our lifestyle and needs plus cater for the growing family .

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Wiltshire

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

Start drawing from pension.

How has Gavin Park helped you?

Very helpful explained everything in detail.

Have you seen the outcome you were hoping for?

Not as yet ,but dificult times at the moment.

What could they have done better?

Nothing ,very satisfied with how was explained and set up.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Wiltshire

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

My own personal finances

How has Gavin Park helped you?

Advised me with all my requirements

Have you seen the outcome you were hoping for?

to early to say

What could they have done better?

Without myself being experienced within the financial sector I have all confidence that I have been advised correctly and nothing can have been done better

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Hampshire

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

Poor performance of existing investments compared to those of others who have used his services for a reasonable period.

How has Gavin Park helped you?

Re positioning of surplus funds with the prospect of a better long-term return.

Have you seen the outcome you were hoping for?

Insufficient time to see so far. We will judge in the medium term.

What could they have done better?

I am not aware of anything.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Retirement Planning

How has Gavin Park helped you?

Gavin was advising on how to achieve a reasonable retirement income from a mixture of pension drawdown and from a general investment plan

Have you seen the outcome you were hoping for?

The plans have only just started but appears to be heading in the right direction

What could they have done better?

Hard to say really, in consideration of my own personal situation the advice given and subsequently followed all made sense

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Neath Port Talbot

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

Been with Gavin since I finished university. Needed to setup income protection etc

How has Gavin Park helped you?

Various income protection, insurances and investments advice over last 15 years

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

?

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Shropshire

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

Needing to get advice about retirement planning.

How has Gavin Park helped you?

I have confidence in his clear, measured advice.

Have you seen the outcome you were hoping for?

Yes, on the whole.

What could they have done better?

N/A

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Wiltshire

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

We were considering retiring and had a number of company pensions

How has Gavin Park helped you?

Amalgamation of various company pensions and financial planning

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

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

Merge pensions

How has Gavin Park helped you?

Pension investment. Annual reviews

Have you seen the outcome you were hoping for?

Yes

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

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

Was initially for income protection insurance, but has since spread into managing mortgage application/ renewals, pensions planning, investments.

How has Gavin Park helped you?

Has set up and managed all the things mentioned above

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Buckinghamshire

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

We needed some future planning advice regarding pensions, savings and investiments

How has Gavin Park helped you?

He helped provide us with some useful long term planning strategies, taking into account our appetite for risk, he recommended some sound pension and investments which have made money for us.

Have you seen the outcome you were hoping for?

We have been happy with his advice, he has made money for us and provided great peace of mind.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Wiltshire

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

The pension scheme my funds were invested in was due to close and I needed advise on an new scheme.

How has Gavin Park helped you?

By reviewing my financial status and reinvestment of my funds.

Have you seen the outcome you were hoping for?

The reinvestment is still in progress and has not been finalised yet.

What could they have done better?

As of today I am happy with the progress so far and do not see what could be done to improve the process.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Neath Port Talbot

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

Needed help with investments, monitoring of pension

How has Gavin Park helped you?

Discussed best options available

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2022

Overall

Value

Service

Advice

Based in Dorset

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

I needed to start drawing down my pension in the most tax efficient way, and also to establish an ongoing equity release arrangement to make up the difference between pension receipts and my living costs.

How has Gavin Park helped you?

Gavin Park was everything I could have hoped for. He was approachable and responsive, fully understood my financial situation and goals, and made excellent and clear recommendations. With his guidance I felt well informed and safe so that what I had originally felt was a necessary but complicated transition became easy and straightforward.

Have you seen the outcome you were hoping for?

Yes, absolutely!

What could they have done better?

The whole experience was extremely positive

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Wiltshire

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

Initially to make sure that we would be able to maintain our current standard of living in retirement.

How has Gavin Park helped you?

Gavin not only reassured us that we would be able to maintain our current standard of living in retirement, but also helped us to find a way to move to part time work at the ages of 62/59, but also fully retire at 64/61. He has also helped with investing a small inheritance.

Have you seen the outcome you were hoping for?

We are so pleased that we made the decision to take Gavin's advice and retire early.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Wiltshire

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

Coming up to retirement we needed advice on how best to manage our pensions and investments.

How has Gavin Park helped you?

Gavin advised on all of our options in a clear and easy to understand way. He has greatly improved the health of our finances

Have you seen the outcome you were hoping for?

Yes. We wanted to enjoy our retirement without having to worry about money and Gavin has achieved this for us.

What could they have done better?

No, from us he comes highly recommended

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Somerset

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

A few years short of my planned retirement date I became gravely ill. Afterwards, during a slow recovery and finding myself unable to return to my previous employment in anything like my previous capacity I needed to establish if my fairly limited existing pensions savings in several different plans could offer suffcient scope for taking a very much unplanned-for early retirement.

How has Gavin Park helped you?

Gavin was very understanding of my situation and gave a very clear, prompt and constructive response to my enquiry. He explained clearly the process that we would need to go through, how long it might take. He kept me updated regularly and responded immediately whenever I contacted him with any doubts or queries about anything.

Have you seen the outcome you were hoping for?

Yes. I have been able to take early retirement in a manner that I feel confident is going to be stable and sustainable.

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Wiltshire

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

We had money to invest and as the banks were not offering a good rate we decided to invest, Gavin was recommened by a friend who uses him

How has Gavin Park helped you?

With investments and to change our mortgage rate to a different fixed rate as it had come to an end.

Have you seen the outcome you were hoping for?

It is slow but because of the current circumstances it is to be expected.

First impression from a user who is not yet a client

June, 2021

Overall

Please provide a brief comment about your experience with Gavin

Gavin will explain complicated at a level you can follow. It makes understanding complex issues a lot easier

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Somerset

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

Approaching retirement and wanting to get all of my Pension plans in some semblance of order.

How has Gavin Park helped you?

By arranging a couple of face-to-face meetings to discuss pension options.

Have you seen the outcome you were hoping for?

Yes, arrangements are in place for transfer of funds, to consolidate these pension plans.

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Wiltshire

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

We were offered to buy are house & needed to be advised if we could get a mortgage

How has Gavin Park helped you?

Gavin looked in to all are finances & advised us what mortgage lender to use & was very helpful all the way through the process

Have you seen the outcome you were hoping for?

Yes it was very satisfying

First impression from a user who is not yet a client

February, 2021

Overall

Please provide a brief comment about your experience with Gavin

I am unable to leave any other type of feedback as yet to date i haven't heard from him.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Oxfordshire

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

Help required with drawdown of annuity and investment advice

How has Gavin Park helped you?

Set in motion the drawdown and the investment

Have you seen the outcome you were hoping for?

due to the affect of covid on the financial markets the results haven't been quite what we had hoped for but this was outside of Gavin's control

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Leicestershire

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

Pensions

How has Gavin Park helped you?

Reviewed income Advised on good investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Gavin has gone over and above to ensure good sound tailored advice for the family

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Wiltshire

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

retirement.

How has Gavin Park helped you?

First class sensible advice given at all times.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don't think he could have done more.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Bedfordshire

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

Needed advice on medium/long term investments plus personal pension. Not happy with the low rates given by Building Societies/Banks.

How has Gavin Park helped you?

Gavin visited, assessed our assets and needs and then advised us on the best way of investing our money

Have you seen the outcome you were hoping for?

yes - we've achieved better than we would have done with a bank or building society. The ups and downs of 'the markets' have to be taken into account but year on year we're doing ok.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Kent

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

Merging work pensions for retirement

How has Gavin Park helped you?

Merged work pensions and arranged new drawdown pension

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Wiltshire

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

Hoping to retire, had various pension pots and needed some clarity on what was possible

How has Gavin Park helped you?

Reviewed pensions and income required and planned future path

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing signiificant

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Shropshire

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

Looking for an independent financial advisor to help with private pension planning several years ago.

How has Gavin Park helped you?

Mr. Park is focussed on getting the best provisions that the customer feels comfortable with and seems to monitor the situation regularly.

Have you seen the outcome you were hoping for?

Yes, essentially.

What could they have done better?

Nothing to say. Please see comments above.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Shropshire

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

The maturing of my private pension scheme required me to look for advice on the future.

How has Gavin Park helped you?

Gavin clearly and carefully outlined the various pension options available to me, assisting me in my decisions.

Have you seen the outcome you were hoping for?

What has come about has been very broadly what Gavin outlined would be the case. I have confidence in his professional opinion.

What could they have done better?

Gavin has always been approachable and helpful and proactive when the situation required it, e.g. after a Budget. I have no constructive criticisms or suggestions of his professional conduct.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Shropshire

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

I was a Director in a medium sized business and I needed independent financial advice about a range of matters

How has Gavin Park helped you?

Gavin has helped me with advice at various stages of my career including during the sale of my business and progression into early retirement

Have you seen the outcome you were hoping for?

My pensions and investments have performed well in comparison to various benchmarks

What could they have done better?

I think it is important to have regular discussions with your financial advisor and during these discussions always ensure your finances are being adequately managed and any future changes in the financial markets are being forecast as much as possible.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in North Yorkshire

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

Retired with money not well invested and another pension pot.

How has Gavin Park helped you?

Invested in medium risk investments with good success. Also provided some monthly income.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Hampshire

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

I was retiring and needed advice on my pension.

How has Gavin Park helped you?

Gavin explained all my options clearly, I was under no pressure. All his advice was followed up with clear advice tailored to me in a pack which I could read through. I can contact him at anytime and he also provides a quarterly newsletter and an annual review of my pension investment. I can also check online to see how my investment is doing.

Have you seen the outcome you were hoping for?

I have trusted Gavin and his team to do the best for me and to date I have been happy with his things are going.

What could they have done better?

Nothing.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Buckinghamshire

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

We have known Gavin since my husband retired in 2013 and he has been of great assistance in helping us plan for our future with strategies as to how to best manage our mortgage and investments.

How has Gavin Park helped you?

He has guided through significant improvements in the quality of our pensions enhancing our overall returns and income. It is reassuring to have such a knowledgeable and helpful professional lead us through these decisions.

Have you seen the outcome you were hoping for?

We have been very happy with the service and outcome.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Oxfordshire

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

My mortgage required renewing in order to have a better rate

How has Gavin Park helped you?

Found various options based on my requirements and explained the pros and cons of each so that I could make an informed decision

Have you seen the outcome you were hoping for?

Yes. Mortgage offered and accepted

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Dorset

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

Wanting to retire early

How has Gavin Park helped you?

He answered a lot of our questions and put some thoughts forward

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Kent

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

Tha death of my husband and lack of financial experience myself.

How has Gavin Park helped you?

He clearly explained how he thought my “inheritance “needed to be invested and managed in terms I was able to understand, but not in a patronising way.

Have you seen the outcome you were hoping for?

Too soon to say.

What could they have done better?

Not sure if I can answer this yet.

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Wiltshire

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

Early retirement

How has Gavin Park helped you?

Gavin facilitated my early retirement!

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing I’m aware of

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Wiltshire

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

I wanted advice on life insurance and starting up a pension so asked for any recommendations and PFP came up.

How has Gavin Park helped you?

Sat and spent time explaining everything, so my wife and I were very comfortable with his offering.

Have you seen the outcome you were hoping for?

A little too early to tell.

What could they have done better?

Nothing, he has exceeded my expectations.

First impression from a user who is not yet a client

March, 2020

Overall

Please provide a brief comment about your experience with Gavin

Sadly, Gavin didn't bother to contact me. I've now made alternative arrangements.

Gavin's reply

I certainly apologise to you Keith for this. I was actually out of communication during that time due to the disturbance of the coronavirus and children being off of school which I was having to deal with. I pride myself on a high standard to my clients, which is shown throughout the reviews I get.

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Wiltshire

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

Reviewing pensions

How has Gavin Park helped you?

Realised that early retirement was achievable

Have you seen the outcome you were hoping for?

Yes

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Wiltshire

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

Growth in my business.

How has Gavin Park helped you?

Gavin has helped with my insurance and pension for myself and my wife.

Have you seen the outcome you were hoping for?

Too early to tell, but Gavin has been very helpful.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Hampshire

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

Early retirement using my personal pension.

How has Gavin Park helped you?

Gavin explained that with careful planning and sensible investments, it was possible to enjoy my early retirement without giving lots to the "Tax Man".

Have you seen the outcome you were hoping for?

Indeed I have. Whilst having a reasonable standard of living, my core investments continue to grow meaning that my pension pot is still growing and my income from my pension pot is in place for many years to come.

What could they have done better?

Gavin has always offered sound advice which has enabled me to enjoy my retirement. I don't feel that there is much more he could of done to fit in with my plans of how I saw my future.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Dorset

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

Want to use my money in the most sensible way.

How has Gavin Park helped you?

Mortgage, savings

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Ok for the moment

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Somerset

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

Gavin has been our Financial advisor for some years now

How has Gavin Park helped you?

Help is the name of the game when we call for an appointment with Gavin and every time he delivers the write answer and fills us with confidence and reassurance

Have you seen the outcome you were hoping for?

Not yet as it is not in place but it wont be long before it is.

What could they have done better?

Not a lot. Gavin delivered what we were after.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

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

Pension and life insurance

How has Gavin Park helped you?

Consolidated pensions and advised on life insurance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Was happy with their service

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Dorset

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

I needed help with income protection and mortgage advice

How has Gavin Park helped you?

Explained the options available and helped organise the decision

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in East Sussex

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

Wish to combine various pension plans and invest for the future.

How has Gavin Park helped you?

Reviewed everything and arranged movement of funds between plans. At retirement advised best course to take.

Have you seen the outcome you were hoping for?

100%

What could they have done better?

No Gavin has been very helpful and keeps in touch without being pushy.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Dorset

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

Money to invest

How has Gavin Park helped you?

Advice to invest in my best interest !

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Gloucestershire

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

to review pensions etc

How has Gavin Park helped you?

He gave me great advice on how best to utilise my pension to suit my needs.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Dorset

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

As a senior i needed advice on ways to invest money.

How has Gavin Park helped you?

Gavin explained several options of investment from low to high risk and with easy access.

Have you seen the outcome you were hoping for?

As with all investments there are highs and lows but so far i am happy.

What could they have done better?

Im not

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Somerset

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

To choose a life insurance suitable for me and my family. Understand the differences between insurances and how to pick the right one.

How has Gavin Park helped you?

He very efficiently and clearly ran me through all I needed to know about life insurances, he answered questions and challenged ideas that I had. He really listened and did not leave any stone unturned to understand what I needed. At the end I felt it was conclusive and precisely what I was looking for.

Have you seen the outcome you were hoping for?

Definitely. I have a life insurance policy for my situation.

What could they have done better?

I must say that I found it to be a very efficient, well planned process and I was kept in the loop throughout. I wouldn't know what could be done differently.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Wiltshire

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

we needed to make sure our future was secure

How has Gavin Park helped you?

Gavin, was very patient with our lack of knowledge and has taken time to explain everything to us in simple terms, and has kept us informed every step of the way

Have you seen the outcome you were hoping for?

we have been very lucky to have made money through Gavins work

What could they have done better?

i dont think Gavin could have done anything for us

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Wiltshire

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

Deciding whether we could afford to retire

How has Gavin Park helped you?

Advised which pensions were worth keeping and how best to use the remainder to gain an income

Have you seen the outcome you were hoping for?

Early days but first year has gone to plan and Gavin has been very helpful as our circumstances changed during the year

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Wiltshire

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

Reviewing pensions to ensure that they were suitable for our lifestyle

How has Gavin Park helped you?

Having imagined that we would have to continue full time work until State pension age (66, we are currently 64 and 61) Gavin showed us that with careful planning we need not to. We managed to go part time 18 months ago and retired fully last week! Happy days.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing, he always responds to email or phone messages if we have any queries.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Kent

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

Retirement

How has Gavin Park helped you?

Recommended investment for regular income but protecting capital

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

A quarterly report would be useful to explain sudden increases/decreases in investment

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Wiltshire

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

We were seeking financial advice with regard to managing our personal pension and general finances prior to retirement

How has Gavin Park helped you?

We consulted Gavin in the run up to our retirement with regard to our savings and personal pension. He talked us through all of our options amd was very clear with his explanations and advice. He was very easy to talk to and never minded if we needed to go over something again if we didn't fully understand. He put us at ease with a situation that we had previously found quite daunting!

Have you seen the outcome you were hoping for?

Yes we are happy with things so far and also that we can relax knowing that our finances are in safe hands

What could they have done better?

We are happy with everything that Gavin has done us. We were worrying about sorting our retirement finances out but Gavin made the process easy.

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Hampshire

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

Came into some money following a bereavement as well as the sale of a property. Wanted an IFA to help advise on how best to invest it.

How has Gavin Park helped you?

Met with Gavin twice at my home. The first meeting to discuss my needs and assess my attitude to risk etc. I felt Gavin understood and appreciated both of these and advised me accordingly. He explained the different types of investments clearly, their risks and potential returns. At no point did I feel pressured into taking a risk greater than I felt comfortable with, or indeed investing at all had i decided in the end i didn't want to after all. Gavin sent me information about suggested investments between our meetings which we then went over in the second before I bought them.

Have you seen the outcome you were hoping for?

It has only been a few months since having my investments so it is too soon to comment on their success.

What could they have done better?

I have not compared Gavin's fees to other FAs to know how competitive his are because I felt comfortable and confident with his advice so choose not to. At the moment his costs seem high but if I do achieve the growth hoped they should feel less as would be absorbed in that.

Review from verified client

April, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

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

I’m not an expert in these matters

How has Gavin Park helped you?

Simple but effective advice

Have you seen the outcome you were hoping for?

Not fully as I’m not as yet retired but I’ve got a better picture of how it all works and can plan towards that day

Review from verified client

April, 2019

Overall

Advice

Service

Value

Based in Somerset

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

Retirement planning.

How has Gavin Park helped you?

Sound advise given on retirement planning.

Have you seen the outcome you were hoping for?

Yes and advice is ongoing.

Review from verified client

April, 2019

Overall

Advice

Service

Value

Based in Devon

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

Annual review of our financial affairs

How has Gavin Park helped you?

Review and advice on investments and long term planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of

Review from verified client

April, 2019

Overall

Advice

Service

Value

Based in Oxfordshire

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

Life Insurance and Pensions

How has Gavin Park helped you?

With Both givingin great advise

Have you seen the outcome you were hoping for?

Yes, Pensions are growing and happy to have sufficinet cover

Review from verified client

April, 2019

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Looking to increase my pension pot.

How has Gavin Park helped you?

Initially Gavin was able to recommend a pension provider who performing better in the market than my previous provider, this has proven to be the case over the past three years. He consistently reviews performance and liaises with the company on my behalf.

Have you seen the outcome you were hoping for?

My pension is performing well. I am very pleased.

Review from verified client

April, 2019

Overall

Advice

Service

Value

Based in Sussex

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

Initially I needed to move a small pension investment and later completely review all pension investments

How has Gavin Park helped you?

Provided advice on options and assisted in complete change to pension.

Have you seen the outcome you were hoping for?

Yes flexible access with god return

What could they have done better?

Don’t believe there is anything

Review from verified client

April, 2019