Personal Testimonials
Barrie Dingle OBE, BSc. C.Eng, MIMechE, FCMI
I would like to express my thanks for the very professional, courteous and helpful manner in which you expedited my pension sharing arrangements following my divorce.
You made the procedure very clear and I was very impressed with the way you interacted with all parties to ensure a timely completion.
Many thanks
Colin Day
Gary Friel has been the financial advisor to my wife and myself for over 9 years.
Some 4 years before my retirement Gary was recommended to me as I had various pension and savings plans in place but was unsure how relevant these plans would be for my needs.
With his advice and guidance these were consolidated into plans which were more likely to grow our investments, some cautious and others more inclined towards greater returns.
I’m particularly delighted with the way that Gary’s advice to move to funds like Fidelity Funds Network and Prudential’s PruFund have shown consistent growth in savings but amazed at the extremely rewarding transfer of my remaining pension portfolio to the Royal London.
My wife and I have now both waved goodbye to work and are enjoying a comfortable retirement and with minimal concerns about funding our future. We consider ourselves to be fortunate to be able to face retirement without fear of cash flow issues.
We find Gary to be a thoughtful and competent Financial Advisor and never feel that we are being launched into the unknown!
Paul Schofield
Gary was recommended to me by an old friend who had used his services on his own retirement.
Behind Gary’s friendly and unassuming personality lies a wealth of financial experience.
He gave very sound advice, explaining clearly, any aspect of the retirement plan I did not understand.
I’m so glad that I engaged his services on my retirement.
He achieved an 83% increase on what I was expecting from my pension, far better than I ever expected.
I cannot recommend Gary highly enough
Tony and Beverly Burke
Gary has been working for us for a few years now. We have always found him to be knowledgeable, helpful, current and the advice he offers is factored around our individual needs and circumstances.
Furthermore, Gary is completely trustworthy, and we would have no hesitation in highly recommending him to others.
Dave & Alison Small
My wife and I have been clients of Gary for some 6 years.
We initially approached Gary for a review of our combined portfolios, as we were not pleased with the performance of our existing investments and we had sustained substantial losses due to our existing adviser having placed us in some high-risk ventures that was not suitable for our profile in retirement.
Gary spent several weeks analysing and writing a report which would be a better fit for our retirement which we were very pleased with.
Gary’s vast experience also enabled him to put forward a complaint regarding our previous financial advisor’s advice.
This concluded in the Financial Services Compensation Scheme awarding us most of our losses.
This most definitely would not have happened without Gary’s help and persistence.
Maggie & Bill Jefferson
My husband and I have been advised by Gary Friel since the mid 1990’s on investments and pensions.
Over the years we have had excellent profits and now have good private pensions.
We really appreciate all he has done for us.