Testimonials

“Gary was very thorough in going through what investment plan was best suited to my needs. He was completely professional and a high knowledge of this area in the current market. He is an honest businessman, who genuinely cares about his clients and I have already recommended him to friends and family. Gary does not come across as a pushy salesman, he simply provides you with the facts and sound advice, and will leave you to make your own decision. You would go a long way to find a more down to earth, experienced and hands on FA.”

GUY, WEST SUSSEX, BUSINESS DEVELOPMENT MANAGER

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“Gary Metcalf is pleasant to deal with and is very reliable. Gary is a good listener. He now knows of our family situation and preferences. He identified the position of our finances and our estate. He also looked to the future and our needs though time. The ideas Gary put to us was supported by explanation and background. Gary always arranges the date and time for the next meeting ( usually 6 months interval ) and leaves contact details should any questions arise. Gary completed documentation promptly and returned information for comment before our memory became cloudy.”

DAVID AND MARY, BEDFORDSHIRE, RETIRED ENGINEERING MANAGER

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“Clear and concise advice based on a good understanding of our situation, goals and attitude to risk based on solid research into the options available to us. He keeps up-to-date with current trends and legislation and provokes positive thought using direct contact and the prudent use of information seminars. He is backed by a good team who keep us informed of moves and trends within our portfolio almost as they happen. His recommendations have all proved to be in our best interests and charges have always been a part of all early discussions.”

NORMAN, BUCKINGHAMSHIRE, RETIRED MD

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“Gary was introduced to us by a friend who is also a client of Gary’s. He has supplied us with the ‘total’ service we required in all areas of financial management. Never pushy and very informative. He has always answered all our questions in ‘plain English’ and is only a phone call away……. we now live in Spain!”

RITA, OUTSIDE UK

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“Gary knows his stuff! He also embodies Trust and Integrity. What comes across is that he really cares about his clients. He keeps us informed regularly. He seems to go out of his way to ensure we are totally happy with his advice. Happy to recommend his services highly.”

IAN, NORTHAMPTONSHIRE, COACHING PSYCHOLOGIST

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I have no idea about pensions and wanted to start one. At the time there were no work based options so I needed advice on starting a private pension. He [Alistair} explained options and helped me find the best solution for me, with the right risk level etc for me personally.

ABBI LEIBERT