Top Rated Firm 2025
104 reviews | 2 verified advisers
Review for Gary Newton
What could they have done better?
Overall very happy and have no areas of concern.
What were the circumstances that caused you to initially look for a financial adviser?
Retirement planning
How has Gary helped you?
Initial long term planning for retirement. Advice on savings and investments. Tax planning and advice. Expenditure planning and income planning
Have you seen the outcome you were hoping for?
Yes in all areas
Review for Gary Newton
What could they have done better?
Nothing in my experience.
What were the circumstances that caused you to initially look for a financial adviser?
Almost certainly pensions
How has Gary helped you?
Every aspect of my financial situation and many non related personal issues.
Have you seen the outcome you were hoping for?
financial security, yes
Review for Robert Newton
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Looking to retire early.
How has Robert helped you?
Projected income/expenditure through to expected mortality providing peace of mind that we have sufficient funds throughout. Minimising tax liability as much as possible and ensuring our savings and investments grow as best as possible.
Have you seen the outcome you were hoping for?
Yes
Review for Gary Newton
What could they have done better?
Make me more money with less risk, but that is unrealistic.
What were the circumstances that caused you to initially look for a financial adviser?
Gary advised my company on pensions and investments and has continued to do so in retirement.
How has Gary helped you?
Excellent advice on how best to invest to make satisfactory returns, with medium risk and avoid tax.
Have you seen the outcome you were hoping for?
Generally I’ve seen the outcome that I was advised was possible, but one alway hopes for more.
Review for Gary Newton
What were the circumstances that caused you to initially look for a financial adviser?
Initially Gary advised me as part of my companies pension strategy.
How has Gary helped you?
Gary has helped me explore my pension options and obtained information to help me make informed decisions.
Have you seen the outcome you were hoping for?
Yes.
