Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 3 )
Pensions ( 85 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 46 )
Investments and Savings ( 38 )
Pension Transfers - Non Specialist ( 28 )
Inheritance Planning ( 4 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 36 )
Financial Planning ( 11 )
Financial Mentoring ( 4 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 18 )
£100k - £200k ( 20 )
( 1 )
Up to £50k ( 7 )
£50k - 100k ( 7 )
Review
by a verified client in Worcestershire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Divorce and investing a shared pension
How has Gary Singh helped you?
Gary went through everything to do with my Pension, and worked with me to find the kind that was most advantageous to me. He was very clear and professional. Gary is a very kind, polite, genuine kind of guy who is always a pleasure to talk to. He keeps me updated every year.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in West Midlands
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Coming up to retirement
How has Gary Singh helped you?
Yes, very much so
Have you seen the outcome you were hoping for?
Yes we have
What could they have done better?
Nothing, very satisfied with his service
Review
by a verified client in West Midlands
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When we were retiring we were confused about what we should do with our pension pots, it all seemed quite puzzling to us.
How has Gary Singh helped you?
We were recommended to contact Gary by a colleague of my husband. Gary visited us at home and explained simply what our options were. He explained in detail what we could expect from our pension pots. We were able to decide, with help from Gary, on the best option for us.
Have you seen the outcome you were hoping for?
We are happy so far with results. We get regular updates on how it is going.
What could they have done better?
We are happy with the service we have received.
Review
by a verified client in West Midlands
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To advise me on what to do with my pension
How has Gary Singh helped you?
He helped me to look where I can invest my savings
Have you seen the outcome you were hoping for?
Yes well done to Gary
What could they have done better?
Nothing
Review
by a verified client in West Midlands
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To advise me on what to do with my pension.
How has Gary Singh helped you?
He was very patient and helpful.
Have you seen the outcome you were hoping for?
Yes I have
What could they have done better?
Nothing