Customer stories

New customer story every month (All clients names have be changed for privacy).


Posted

“My first meeting with Gary went very well.  He has a lot of years of experience in the financial sector, which was apparent and reassuring.  I’m confident that Gary has helped me to pick the best product for my needs.  What I’ve enjoyed most about Gary being my financial advisor is that he’s very easy… Read more

Posted

“I’ve had a decent pension with a company I worked for years ago. When the statement came in I gave it a quick glance and filed it away. It hadn’t been reviewed for years so I got Gary to look into it for me. As it turns out it was invested in some kind of… Read more

Posted

“I took advice from Kimbolton Financial Planning 18 months ago. This was mainly to sort out my pension which was going nowhere. This has now been moved to a much better place where I am very happy with the progress. As part of the process Gary discussed with me the issues that would arise from… Read more

Posted

“I have recently taken early retirement from the company I have worked at for 28 years. I have lost all my benefits that I enjoyed with them including life insurance and free pension arrangements. With a young daughter who depends on me for support I felt very worried that if anything happened to me she… Read more

Posted

“I have changed jobs frequently and had pensions all over the place. I’ve never really understood if I had enough in the 6 pensions combined and never really knew whether I had enough in them to live on. Gary explained it all very simply and moved some of them around to a better place to… Read more