What were the circumstances that caused you to look for a financial adviser?
I have used the services of a Financial advisor for most of my adult life as I think it’s important to understand and proactively manage your finances to ensure you are making the correct short and long term financial decisions.
How did Gareth Channon help you?
I have worked closely with Gareth Channon for many years, he has provided professional advice on all my financial affairs. Gareth has been able to take a bespoke and holistic approach to my financial needs from Insurance and Financial protection, short and long term savings and investments through to Pensions and Retirement planning. The advice given by Gareth has helped me to understand my individual financial position, options available to me and the wider financial landscape enabling me to achieve my financial goals and manage my financial affairs in a stress and worry free manner.
Have you seen the outcome you were hoping for?
Yes, I have achieve my financial goals to date and continue to work with Gareth to help me meet my future goals.
What could they have done better?
As Gareth and I have worked together for many years and we regularly discuss and review my situation, Gareth is able to continually tailor his services to meet my individual needs. I think this one to one relationship is critical when finding and working with a Financial Advisor.