Blackstone Partners

After a workplace visit aimed at those about to retire, I had a one-one online meeting with Gareth. He was easy to talk to and sensible in his approach, offering guidance and the opportunity to provide further advice in the future. Recommended.

The service and advice from Gareth was very considered and professional, they took time to review individual circumstances, ask questions and offer concise and actionable advice within a single appointment. Really recommend!

Excellent advice and guidance again from Gareth. Having attended a group webinar on mid-career financial planning, this was a timely opportunity to follow up with some queries about my own situation. Although it was only a short meeting (~45 minutes) Gareth was able to address most points about long-term investment, pension and retirement planning and I have also arranged another meeting to talk about setting up LPA. I finally feel that I am getting on top of my finances!

Had an amazing intro call with Gareth. He provided so much helpful advice and insight in the one hour we had together. Now I understand why he has such strong reviews! Do not hesitate getting in touch with him, he gave my partner and I great advice on what we should be focusing on right now given our situation, which we will now act on.

I was quite scared to really look at my finances in detail, which is why I decided to attend a Mid Life Career Planning session that Gareth Chalk ran. What an excellent trainer he was. He walked us through how to assess our finances and what we could consider to strengthen our financial future. Then we had the opportunity to have a complimentary follow up 121 session where we could focus in on different areas that were important to us. What a fantastic offer. Gareth was great at taking me through my finances. I felt really reassured by his expertise and his warm and friendly manner. I now feel really informed and able to make wiser financial decisions going forward. Thank you so much. Juliet Winter