Gary's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 3 )
Pensions ( 90 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 48 )
Investments and Savings ( 39 )
Pension Transfers - Non Specialist ( 29 )
Inheritance Planning ( 4 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 38 )
Financial Planning ( 12 )
Financial Mentoring ( 4 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 19 )
£100k - £200k ( 21 )
( 1 )
Up to £50k ( 7 )
£50k - 100k ( 7 )
Review
by a verified client in West Midlands
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was wanting advice on what to do with a private pension pot which I felt was not performing as well as it could be. A friend had recommended Gary.
How has Gary Singh helped you?
Gary has been excellent, super quick response at initial contact, explained the options available to me clearly. He helped move my pension pot to a SIPP. The whole process was simple & straightforward & he kept me updated during the whole process.
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
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to put all my pensions together and advice on what to do with them before I retire
How has Gary Singh helped you?
Put all pensions in one pot and helped me understand the process
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am happy with everything and know I can ring Gary if I am concerned
Review
by a verified client in West Midlands
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to take an early part pension/income
How has Gary Singh helped you?
Clarity on my options given my financial circumstances
Have you seen the outcome you were hoping for?
Yes. Everything is working the way I'd hoped it would.
What could they have done better?
Nothing. We achieved what I wanted.
Review
by a verified client in West Midlands
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
we were looking for an advisor for guidance on transferring out of an old final salary pension.
How has Gary Singh helped you?
He helped us through the process to transfer the pension and reinvest in a private pension
Have you seen the outcome you were hoping for?
Yes, the pension has performed well, even with the current economical climate
Review
by a verified client in Staffordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Has advised my wife for the past 7 years, and was impressed with his support, so I decided to use Gary to consolidate and advise on my pension plans
How has Gary Singh helped you?
Advised on best plan to use, carried out all the administration, and made the process very easy and seamless. Has also assisted in pension drawdown, again very efficient.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
From as far as I can see the advice and assistance has been excellent, so cannot see what could have been done better.