Testimonials


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Reviews and Ratings for Financial adviser Gavin Roberts, Telford

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Gavin was brilliant, I had a few pensions that had not been reviewed for a long while, he explained how they worked and put a plan together to get these moving again. Nice guy and easy to talk to, I would definitely recommend him.

Darren Jones, Shropshire

Really happy, I wanted someone to review my ISAs and shares as I had had no service or advice for years. Gavin sorted out my portfolio, lowered the charges and now reviews these regularly.

Joanne, Shropshire

My pension with the NHS was due to be reviewed, I was concerned about the right options to take and what to do with the tax free lump sum. Gavin sorted this all out and explained the paperwork. I am happy with what he has done and he is now our family financial adviser.

Natalie, Shropshire

Gavin helped manage all the paperwork I had with lots of old pensions from different employers. He made sure I did not move the pensions that had good guarantees on them. I am really happy and would recommend him, especially for pensions.

Kerry, Shropshire

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