Rebecca and I are married and both retired. Rebecca worked as a computer analyst and data quality officer at Sheffield City Council and I was an accountant in the health sector both in private and public organisations. We have two sons, Ben and Tom, who are in their early 30s and not dependent on us.

We were concerned how to find a suitable adviser who we could trust with our money as we had little experience of how to invest our pensions and help us understand the unpredictability of the financial market.

When we retired at 55, we needed to ensure our capital funds would bridge the period between 55 and 67 when our state pension would start being paid.

After research we found Greg, he listened to our needs and what assets we had, questioned us fully so that his recommendations would meet our requirements, he had a personal touch and patiently listened and answered our questions.

He is personable, someone we both felt we could trust and with good knowledge of the financial markets.

When we first meet Greg it was early in his career and we felt he was motivated to actively help us with our financial planning.

We both had final salary schemes which were going to pay regular income and lump sums which we need advice on how to invest. I also had 3 small pensions which we wanted to consolidate to provide income to drawdown when we needed it.

Greg reviewed all our personal details assets, liabilities and our risk profile. We told him what our goal was to achieve. The meeting was detailed and lasted over 2 hours.

We have now worked with Greg for 5 years, he keeps us updated on the state of our investments, and when we need to drawdown income, he helps choose the which investments to divest. We feel we have benefited financially for the support and advice that Greg has given us.

As time has passed, Greg has listened to how we want to invest our money particularly in funds that are invested in sustainable industries.  Greg has allowed us to feel we have planned our retirement to meet our needs and to live our life as we would like.

Through working with Greg, we feel more financially secure and confident in the progress of our investments and we understand the financial markets more.