Gareth's reviews
Reviewed for
Insurance and Protection ( 15 )
Mortgages ( 13 )
Pensions ( 52 )
Retirement income (annuities, drawdown) ( 31 )
Auto Enrolment ( 1 )
Investments and Savings ( 63 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 6 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 17 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 31 )
£100k - £200k ( 4 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
( 1 )
Review
by a verified client in Surrey
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We sought Gareth's expertise for future financial planning after retirement, having been ill-advised previously.
How has Gareth Rees helped you?
Even with all the ups and downs of the economy over the last 8 years, Gareth has responded to and achieved all of our goals very successfully.
Have you seen the outcome you were hoping for?
Yes. The outcome has been better than we hoped.
What could they have done better?
Nothing at all. We are extremely happy with the high level of service and the advice given.
Repeat review
by a verified client in Surrey
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Gareth Rees helped you since your last review?
His advice has been very helpful
Repeat review
by a verified client in Surrey
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Gareth Rees helped you since your last review?
Continued to look after my interests
Review
by a verified client in Buckinghamshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had some extra money come in and needed help and advice. Gareth was recommended to me by a close friend.
How has Gareth Rees helped you?
With his help (and mentorship), Gareth has helped me get to a stage where I can now retire, something I never dreamed about 10 years ago. He first started out as an adviser, he is also now a close friend and someone I admire greatly. Always there when I need him.
Have you seen the outcome you were hoping for?
Yes and then some. He has exceeded all expectations.
What could they have done better?
Nothing!!
Repeat review
by a verified client in Kent
2 years ago
Overall
Value
Advice
Service
This review is a follow-up review from a client who left a review previously.
How has Gareth Rees helped you since your last review?
Continued with safe, reliable and Informative advice