84 reviews | 2 verified advisers
Review for Gary Newton
What could they have done better?
Not much
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Gary helped you?
Immeasurably
Have you seen the outcome you were hoping for?
So far
Review for Gary Newton
What could they have done better?
Nothing springs to mind.
What were the circumstances that caused you to initially look for a financial adviser?
I had money I needed to put to work
How has Gary helped you?
Gary has provided sound advice relating to a number of different investment options which have fully considered my individual circumstances.
Have you seen the outcome you were hoping for?
Yes and no - but the only downside being related to market performance, rather than the quality of the advice.
Review for Gary Newton
What could they have done better?
Nothing!
What were the circumstances that caused you to initially look for a financial adviser?
Following my retirement from PwC, I managed my pension fund for a couple of years but it was evident that I needed specialist advice. A friend and partner at PwC recommended Gary.
How has Gary helped you?
Initially by unravelling my overly complicated pension investments and subsequently by excellent, transparent advice and fund management.
Have you seen the outcome you were hoping for?
Absolutely.
Review for Gary Newton
What could they have done better?
Over the last 12 years nothing particularly stands out, so can’t really comment.
What were the circumstances that caused you to initially look for a financial adviser?
Gary was the adviser at my place of work and as such helped me personally with my retirement plans, which has worked out great for us.
How has Gary helped you?
Gary initially looked at my retirement pension pot and investments and put a plan in place which has enabled us to reach our goals and continue with a good standard of living.
Have you seen the outcome you were hoping for?
Yes definitely.
Review for Robert Newton
What could they have done better?
Probably nothing, as recent world events have caused instability in the financial markets.
What were the circumstances that caused you to initially look for a financial adviser?
I received information for a frozen pension. I spoke to a financial advisor friend who recommended Chartwell.
How has Robert helped you?
He's provided recommendations for managing my portfolio and has always responded immediately when I have needed advice on financial matters.
Have you seen the outcome you were hoping for?
Definitely
