As independent investment advisers, we work hard to help make clients’ lifestyle and investment dreams come true in Cheltenham, Gloucestershire and elsewhere in the UK. Along with the professional satisfaction of a job well done and the right product matched carefully to your personal, financial and lifestyle aspirations, a few kind words always go down well.

Here’s a selection from the testimonials we receive from our independent investment clients:

"I was advised to contact Neil Gayler when I needed some urgent financial advice regarding removing money from a savings bond.  The money was needed to complete the purchase of a property and I had been led to believe previously that the transaction would be straightforward.  So to be told I needed advice, when I was trying to complete the purchase within a week, was very stressful.  Neil’s professional approach was very reassuring.  He explained clearly in a considerate, respectful way what was needed, what I had to do and how long it would take to collect and consider the information. 

When all the information was gathered he gave his advice clearly, logically and without jargon.  His advice will avoid my paying additional tax in the future.

Neil refused to take payment for his services because he said he had not had time, in the circumstances, to undertake a full detailed assessment of my situation.

I will need financial advice in the year ahead when an endowment policy matures and I need to make decisions about my pension.  I will not hesitate to contact Neil because I know I will receive considered professional advice delivered in a user friendly way .

I highly recommend Neil’s financial services."

Christine Cartmell
Independent Educational Advisor, Behaviour and Attendance

‘Very courteous, well prepared and methodical, only moving forward when satisfied we had understood each part.’

E. W. Gillespie, Cheltenham

"Despite paying into several types of funds over many years, pensions have always been a baffling topic to me.

My existing fund provider offered a range of annuity options so when the first of them approached maturity I really didn’t know which route to take or whether the fund provider was offering the best deal.

Whilst I was happy to accept my accountant’s recommendation to contact Neil Gayler for sound advice, I was also conscious that the cost of doing so might out weigh any possible gain.

I was delighted with Neil’s appreciation of my position when he offered to give an initial review without any obligation.

Neil’s honesty was refreshing because he informed me that, in my particular case, due to a protected proportion of the fund, it was unlikely that any alternative supplier could better my existing fund provider’s annuity quotation.

Now, I’m in a position to make an informed decision and thanks to Neil that process hasn’t cost me a penny.

I’m so grateful to Neil for his support that when my other pension options approach maturity I’ll be contacting him again, and he is now on top of my list to recommend to colleagues and friends."

T. Anderson, Cheltenham

"We feel happy with all our financial dealings with you."

Andrew & Hayley Privett

‘Very pleased!’

I. Tucker, Cheltenham

‘Very helpful trying to find the best investment for me.’

J. Gough, Cheltenham

"Excellent service from a truly independent adviser - why go to anyone else?"

 "Excellent service, all the staff are very helpful and efficient.  I always recommend them"

John Jagger, Cheltenham

"The service was excellent.  I was given clear advice and a detailed written report confirming that advice".

M. C. Jones

"Having assessed our situation we received sound advice to fulfil our needs and aspirations".

David & Melanie Crebbin