We were referred to Greg by our daughter & son in law. We had both retired in our early 60’s and we needed help to know how to use our pensions and savings to provide an income through our retirement years to ensure we could sustain a good standard living throughout our retirement

We met initially with Greg to discuss our options and ideas suitable for our needs, and to assess the level of risk we were willing to take. A detailed report was sent for our review.

Since working with Greg, our confidence and understanding of our investments has grown because of Greg’s knowledge and expertise and the trust we have in Greg.
We have seen our investments grow overall and we are confident that we will be ok and can enjoy a good standard of living throughout our retirement years.

We are very comfortable in recommending Greg to family and friends having already done so. We referred our other daughter to Greg for mortgage advice who has now living happily in her first home. We also referred some friends of ours who are now clients of Greg’s.