A discerning customer will know that it is vital to be careful when selecting an independent financial adviser.
"We were introduced to David by a client of his in 2009 to help us sort out a Pension and since then, David has become a fixture of our lives, tidying up our complex financial affairs and keeping everything in good order. David has helped us with Pensions, Investments, Estate Planning and Life Cover in an efficient and cost-effective manner."
Prof Sir Mansel Aylward CB and Lady Angela Aylward, Merthyr Tydfil
"I got David's details from Ashmole & Co accountants, as I needed advice regarding Pensions and Investments when I retired in 2008. I have been delighted with the advice and David comes to see me twice a year to make sure that everything is on track."
Philip Evans, Ammanford
"As a busy dentist, I don't have time to deal with my finances as thoroughly as I'd like. Thankfully Graham Paul accountants in Bridgend referred me to David in 1999 and he has helped keep everything in good order ever since! He has advised me on Mortgages, Pensions, ISAs and various other financial matters and I have been very pleased with the service that he provides."
Ellen Davies, nr. Cowbridge
"We found David's details on the IFA Promotion "Unbiased" website in January 2012, as we needed some advice at retirement. David has been helpful, efficient and not too expensive either."
Mr and Mrs Borland, Brechfa, Carmarthenshire
"We were given David's name by Graham Paul Chartered Accountants in 1999. Since then, David has been to see us once or twice every year, helping us plan for retirement and for savings for our son. We would be happy to recommend David to anyone looking for financial advice."
Dr Mike Foster and Mrs Margaret Foster OBE, Taffs Well, nr. Cardiff
"We found David via the Unbiased website, as we wanted independent advice at retirement in 2007. We have been happy with David's advice, especially as he explains the disadvantages as well as the advantages of any option. He also monitors our policies and updates us, so we know that they are being properly looked after."
Mr and Mrs Musgrave, Loughor, Gorseinon
"I have known David Gascoyne since 1999 and I not only recommend him to the client of my accountancy practice, but I also use him for financial advice for me and my family. David has proved himself to be reliable and trustworthy, as well as giving high quality advice that puts the client's best interests first."
Richard Knoyle, BTP Chartered Accountants, Merthyr Tydfil