Greg has helped to explain financial matters to us including life insurance, mortgages, pensions and investments. He is very approachable, patient and allows you the time to consider your options. Greg is always quick to deal with queries. It is never too early in life to get your financial affairs in order.
I recently contacted Greg to enquire about life assurance schemes for my husband and myself.
Greg visited us at home at a time convenient to ourselves to talk us through the alternatives and then provided us with a number of different quotes for the various options we required, in a timely manner.
Throughout the meeting, Greg was really helpful and offered us a range of advice for this and other financial service packages and also recommended which would be unsuitable and therefore a waste of money for us, which we very much appreciated.
He didn’t push or try to hurry our decision process along and when we found the package that was right for us, he was helpful and explained all of the implications.
As a result of this service we have approached Greg to offer us quotes for additional financial services and are very confident in our decision to use Greg’s services and in the level of trust we have in him, to act in our best interests.