Gareth Nicholson

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

Closing of my company final salary pension scheme, wanted advice on options

How has Gareth Nicholson helped you?

Talked through all options positive and negative to allow me to make an informed decision

Have you seen the outcome you were hoping for?

Yes invested pension with Gareth and pension has grown over the last 3 years, very happy with the advice Gareth gives and also the performance of my pension pot

What could they have done better?

Nothing that springs to mind , very happy with the service Gareth and his team provide

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

Transferring out pension

How has Gareth Nicholson helped you?

Yes, Gareth has been open and honest

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

I was approaching retirement and needed to know if I could afford to retire and when I could retire.

How has Gareth Nicholson helped you?

Gareth was great. He showed me that I could afford to retire and through careful planning I managed to retire 2 years earlier.

Have you seen the outcome you were hoping for?

I have been invested for a number of years and the returns have been fantastic. Very pleased.

What could they have done better?

Nothing, thank you Gareth!!

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

Needed a Pension transfer and investment

How has Gareth Nicholson helped you?

Set up investment account and made investment decisions based on my attitude to risk. Took care of all the administration and explained everything.

Have you seen the outcome you were hoping for?

Yes. My pension was set up in a good and easy to use online platform and the investments made have grown more than I hoped for.

What could they have done better?

Nothing, very happy with Gareth's help and he's always available if needed.

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

I had been contemplating retirement and needed an advisor to point out available options

How has Gareth Nicholson helped you?

Gareth drilled down into my attitude to retirement, my attitude to risk and then constructed a plan that met my ambition.

Have you seen the outcome you were hoping for?

Very much, in fact Gareth helped me to see that I could retire earlier than I had expected. That is a huge bonus.

What could they have done better?

Nothing that I can add.