Due to change in personal circumstances and approaching last 5 years of work.
It is hard to summarise this briefly. While my finances were in a relatively good place, I had very little interest or understanding of financial planning for retirement. Neil led me through the whole subject area, basically he had to educate me before he could explain the options.
Absolutely, I now have a clear idea of my financial situation and the options going forward. He spent a great deal of time and effort helping me to understand and providing clear reports.
I really do not think anything could have been done better. The data collection takes some time but the software Neil and his associates use make it as painless as possible. On top of being a very good and patient adviser, he is a very nice guy. It was pleasure dealing with him. I would recommend to anyone.
Issue with an historic pension pot and accessing it to get he best value.
Listened to the problem and provided options to solve the issue. He was concise and informative allowing weigh up what was the best process to follow.
Absolutely delighted with the outcome and he delivered on what he stated he would ahieve for us.
He was spot on easy to deal with and gave us the information not only as required by regulations but explained it in lay mans terms. Made a potentially difficult situation easier to navigate and resolve.
Arriving at a pensionable age and looking to retire from full time employment
Greg took details of my situation, lifestyle now, intended lifestyle following retirement. I had a number of pension funds and wanted them all to be accrued into a safe and beneficial company which Greg has now arranged.
The outcome of our meetings had certainly shown a positive plan, which has changed slightly due to the current Covid situation but still expecting to be retired by end of June 2020.
I don't feel that Greg could have done more, he made the experience, meetings and communication both professional, interesting and informative as well as good humoured.
Greg was very approachable which put me at ease right away. He is extrememly knowledgeable and after extensive questioning about my wishes and financial situation he set me up with a retirement plan to suit my needs. If I have had any questions regarding my investment Greg is always very prompt to reply which I find comforting.
My retirement plan has only been in operation for 1 month but so far I am happy with what Greg has set up for me
Consolidating my Pensions & Investments under the one IFA after a major Pension Transfer.
Greg arranged all the paperwork required to carry out all the transfers and transactions that we had discussed and agreed upon after a number of meetings. He carried out all the due diligence required and advised me thoroughly on all aspects of my Pension & investment Plans moving forward.
Not as yet, due mainly to the transactions being carried out recently in the last few months (not to mention the impact Covid-19 has had on investments!).
To be honest I was impressed with all aspects of the process. Clear and concise communications both verbally and electronically, adequate face to face meetings to discuss key decision making, very detailed and comprehensive information pack compiled. Majority of transactions were completed in relatively short periods of time.