Who I Work With
...and how to get started
£50,000+
My clients typically have upwards of £50,000 in savings and investments and are looking to make the most of these funds.
They usually feel uncertain about their options and concerned about making decisions that could affect their retirement. Many have been putting off getting advice because they're not sure where to start.
CLEAR ADVICE
My clients quickly realise that having an independent perspective helps them make confident decisions about their financial future.
I explain everything in plain English, without jargon or pressure, so you understand exactly what you're choosing and why.
My valued clients typically stay with me for the long term as we plan and adjust their futures together over many years.
HOW IT WORKS
A simple, straightforward process with no pressure
Step 1: Free Initial Chat
We'll have a no-obligation conversation about your situation and what you're hoping to achieve. This gives us both a chance to see if we're a good fit.
Step 2: Understanding Your Position
If you decide to proceed, I'll review your pensions, investments, and financial situation to understand where you are now.
Step 3: Clear Options
I'll explain your options in plain English, helping you understand the pros and cons of each approach. No jargon, no pressure.
Step 4: You Decide
You choose what feels right for you. If you want to proceed with my recommendations, I'll handle the implementation and ongoing support.
ABOUT GAVIN
Hi I'm Gavin, and based in South Gloucestershire and work with clients across the UK, both in person and remotely.
I'm the Director and Principal of GW Pension Advisor Ltd and have over 20 years' experience working in financial services. With my wide range of knowledge around retirement and investment planning, I have a real focus on helping my clients feel more confident about their financial future.
I put my clients' needs and objectives at the heart of what I do, with a passion for excellent customer service and going the extra mile.
Outside of work, I enjoy spending time with my family and helping in my local community. I am an avid golfer, and thoroughly enjoy football and cricket, as well as keeping up to date with current affairs.
TESTIMONIALS
There are countless reasons clients decided to work with me but it’s important to note why they’ve decided to stay.
Ready to Get Clarity on Your Pension?
A simple, straightforward process with no pressure
Book a free, no-obligation chat to discuss your situation. We'll explore whether working together makes sense for you.
Whether you're approaching retirement or already retired, I can help you understand your options and make informed decisions about your financial future.
