What were the circumstances that caused you to look for a financial adviser?

I had a number of pension polices that I wanted to consolidate into one policy, and to understand my current pension position.

How did Gary Singh help you?

He reviewed all my policies and recommended the options that were open to me.

Have you seen the outcome you were hoping for?

Yes, I have reduced my pension policies into two from about six, so I feel my pension contributions are under control, whereas before I didn't know what they were doing for me.

What could they have done better?

Garry is always professional, engaging, listens to me, and has given me great guidance.

What were the circumstances that caused you to look for a financial adviser?

I was in my early 60's and about to seea reduced income because of the Covid - 19 shutdown of March 2020.

How did Gary Singh help you?

Gary Singh was prompt and visited my home within a week of my first contacting him. He was (is ) extremely professional and gathered all my personal cicumstance information explaining the need to do so, which was very easy to follow. He then tailored my financial package to fit my needs and ensure the maximum benefit for my requirements. Gary Singh was (is) a sincere, highly professional and a great gentleman who empathised with my needs and treated me with great respect and sympathy. My pension draw down was smooth and promt. All the paperwork was actioned with efficiency and he contacted me by sms to provide me with updates on the progress of my application for drawdown.

Have you seen the outcome you were hoping for?

Yes, My pension draw down was smooth and promt.

What could they have done better?

In my personal circumstances there could not have been an improvement in our dealings. Gary was the perfect gentleman and professional.

What were the circumstances that caused you to look for a financial adviser?

I wanted to consolidate a number of plans into one and having moved to a new location/area was looking for a more 'Local' adviser.

How did Gary Singh help you?

Gary was able to advise me on the most suitable route for me to take and the advice was clear, concise, and factual.

Have you seen the outcome you were hoping for?

Yes, and given the current climate of Covid-19, I am still seeing an outcome that is better than my own personal expectations.

What could they have done better?

I can't really fault Gary in any way, his advice is always concise and geared towards gaining the best outcome for me. Any significant changes are always discussed and explained so I am fully aware of what is happening with my finances and why.

What were the circumstances that caused you to look for a financial adviser?

Due to banks low savings rates.

How did Gary Singh help you?

By doing an assessment that could help us in our current situation without taking too much risk.

Have you seen the outcome you were hoping for?

Initially not what we were expecting..but after 2 years our investment started to produce dividends

What could they have done better?

Nothing to be honest Garry was very truthful and informative and knowledgeable...

What were the circumstances that caused you to look for a financial adviser?

I wanted to consolidate my pensions and invest

How did Gary Singh help you?

Gary worked with me to find the right pension vehicle and investment company.

Have you seen the outcome you were hoping for?

Yes. Things have progressed well despite the current economic situation.

What could they have done better?

I cannot think of anything that Gary could do above that which he has already done.