“When I was introduced to Gareth, I had never used a Financial Adviser, despite having been approached by others. They didn’t inspire me at all, whereas I immediately felt at ease with Gareth, sensing I could trust him and his judgment. I didn’t really know how I wanted to invest my savings, and over the course of several meetings, Gareth prompted me into considering what sort of risks I wanted (or didn’t want!) to take. He never minded when I couldn’t remember what he had said at previous meetings, he patiently replied to my often repeated questions, finding simplified ways to explain financial matters that I found difficult to understand. Gareth is always available to meet, even at short notice, and doesn’t even mind filing my investment papers for me!
Having diversified my investments, they haven’t all always gone up, up, up. In fact, one went badly down, but due to Gareth’s prompt action in changing the investment, I have recovered the loss and am now gaining steadily on the new investment.
I have complete faith in Gareth’s abilities and wouldn’t hesitate to recommend him to others who might be thinking about making/starting an investment or planning for the future”.