RUTH

A client since 2021

In December 2021, my mum died, leaving me with a larger-than-expected inheritance. Having never been that confident with handling money and knowing little about investment, I searched online for a financial adviser who could help me. I found Greg on the VouchedFor site, and after reading several glowing reviews, I contacted him.

The initial advice I received from Greg was very reassuring and helpful. We discussed my inheritance and the background surrounding it, and I explained the support I needed.

Greg is very approachable, kind, and understanding, and recognised straight away that there was a lot of emotion attached to receiving this money. The conversations we had were done with sensitivity, which was very much appreciated at the time.

Greg has been invaluable in terms of support and advice. He’s very easy to contact, either by phone, text, or email, and has made it clear that whenever I have a question or worry, I shouldn’t hesitate to get in touch.

Since working with Greg, my confidence, as well as my knowledge and understanding of investing, has grown. This is because Greg takes the time to listen carefully and then to explain things in simple terms. I never feel any question is too silly to ask!

I can now plan for the future better and feel assured that I’m making the best decisions to achieve financial security.

I would certainly recommend Greg’s services to anyone else looking for sound, thorough financial advice from a professional who’s also compassionate and enthusiastic about supporting people.