Gary's reviews
Reviewed for
Mortgages ( 2 )
Pensions ( 52 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 36 )
Investments and Savings ( 35 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 5 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 28 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 14 )
£100k - £200k ( 7 )
Up to £50k ( 1 )
£50k - 100k ( 5 )
Review
by a verified client in North Yorkshire
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Divorce
How has Gary O'Brien helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Gary:
Hi Cath, it was good to catch up with you on Thursday. Despite the current market jitters your plans are all intact which is good. Many thanks for your review, it is really appreciated and helps us to shape our services going forward. Thanks again Cath, I look forward to seeing you again soon as we discussed. Kind regards, Gary.Review
by a verified client in Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Divorce
How has Gary O'Brien helped you?
Invested money for me
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Gary:
Hi Val. Just a quick message to say thanks so much for taking the time to leave us a review. It is much appreciated. I look forward as always to seeing you and Dave again in the near future. Kind regards, Gary.Review
by a verified client in North Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed help with pernsions advice ahead of retirement
How has Gary O'Brien helped you?
Great clear and concise advice explained in simple terms
Have you seen the outcome you were hoping for?
We have seen good returns and been able to plan ahead
What could they have done better?
Nothing
Gary:
Hi Jo, it was great to see you both last week. Thanks so much for taking the time to provide us with a review. We always appreciate it. Enjoy all the holidays this year, and remember to get to work on that bucket list!! Thanks again Jo. As always, shout when you need to, otherwise we'll see you again next year. Best wishes, Gary.First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Gary
Gary went out of his way, meeting my wife and I super early in the morning. Provided us with clarity in our financial position and confidence with our future plans. Plain talking, easy to understand, not a scary process. Highly recommend.
Review
by a verified client in North Yorkshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To invest money and pensions after divorce
How has Gary O'Brien helped you?
Advised what to invest and where
Have you seen the outcome you were hoping for?
Yes so far
What could they have done better?
Nothing.
Gary:
Hi Sandra. Thank you so much for your feedback. Very much appreciated. Good to see you last week for your first review. You seemed very pleased (and relieved!) with the outcome. We will be posting the financial models on the system for you in the next day or 2. Thanks again for the review Sandra. As always, you know where we are if you need anything. Kind regards and best wishes for a lovely Christmas. Gary.