Top Rated Firm 2025
106 reviews | 2 verified advisers
Review for Gary Newton
How has Gary helped you since your last review?
Gary has continued to give sound financial advice and guidance. We have undertaken extensive restoration work at our home this year, greatly affecting our financial holdings and therefore future prospects. Gary has monitored and checked our spend throughout the project, and kept us abreast of the future implications of the intended spend. He has also assisted massively in the wind up of a trust fund which my wife administered on behalf of her father.
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?
We were looking to ensure that our pension provision was sufficient for retirement as well as broader investment advice
How has Robert helped you?
Robbie has helped to ensure that we understand our pension provision through cashflow planning and also to ensure the investment strategy within our SIPP is appropriate to our requirements. He has also supported us in ensuring that our insurance cover is sufficient to give us a degree of comfort that we are protected if the worst happens. Finally through our annual meetings and other as hoc support Robbie gives us confidence that the strategy is still appropriate for the future. Throughout the speed and efficiency from Robbie and the team has been faultless.
Have you seen the outcome you were hoping for?
Absolutely!
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
