Top Rated Firm 2026
143 reviews | 2 verified advisers
He has continued to provide trustworthy advise and support.
Sound advice on investments / savings by part changing to Waystone and investing with more emphasis on US Stocks rather than UK/Europe.
I am happy to say that , all points mentioned in my last review in July 2024, still apply to today. I would still highly recommend anyone who requires the service of Chartwell to enrol for their services .
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Gary has continued to give sound advice in tricky market conditions (thanks to Trump). He has also helped with my last Will & Test , giving guidance above and beyond just financial planning. I have two teenage children and he is always up to date on IHT matters. Also, he’s good company ?