Gary Singh

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

I had recently retired and moved home and needed help with my pension and savings

How has Gary Singh helped you?

Gary advised me in how best to invest and draw on my reserves.

Have you seen the outcome you were hoping for?

It’s early days in challenging financial world conditions, but we are on track.

What could they have done better?

Gary is very easy and pleasant to deal with He explained everything for me, is always accessible and answers any questions promptly.

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

I worked for 47 years mainly for Rolls-Royce except in the mid nineties they sold us to a private company that took out Private Pension plans with Aviva. After retiring I had to take the Rolls-Royce pension but deferred the Aviva one. In the last four years the Aviva pension reduced in value by about £8000 per annum, so time to seek advice and do something about it! Also had several small saving accounts scattered around several companies and policies, all of whom seemed very reluctant to give me my money easily so I could put it all together in one sum. Therefore sought professional advice from a financial advisor and via Unbiased, Gary Singh was recommended by them for my area. Gary prompty got in touch and arranged several meeting to understand my situation and my preferred options for monetary solutions, investments and making my money work best for me. After only a few weeks and further meetings Gary came up with the proposals which are in place and working extremely well for my current needs.

How has Gary Singh helped you?

Gary quickly contacted all the companies involved in my finances at the time, collected the money together and put it into bonds and new pension funds that provide me with additional income whilst maintaining a sum of money behind them just incase of future changes and needs. A fast and efficient service at a reasonable cost.

Have you seen the outcome you were hoping for?

Yes, my previous faltering private pension and my accumulated savings now give me two additional monthly incomes to my original pension

What could they have done better?

Hard to say unless you employed other advisors to do the same and make comparison at obviously ridiculously extra cost. I cannot fault Gary's services and the speed that they were carried out, only about 3 - 4 weeks in total

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

I wanted to understand how to consolidate my pensions and take 25% of my pension income

How has Gary Singh helped you?

He consolidated my pensions and advised on how ro withdraw the tax free allowance

Have you seen the outcome you were hoping for?

Yes

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

Pensiom consolidation.

How has Gary Singh helped you?

Year on year growth and sound advice.

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?

Came up for retirement

How has Gary Singh helped you?

Gave excellent sound advice and sorted my various pensions into one manageable pension and bond

Have you seen the outcome you were hoping for?

Yes absolutely fine all happened as promised by Gary

What could they have done better?

Fully satisfied with whole operation