Gregory Whitfield

What were the circumstances that caused you to initially look for an adviser?

We wanted to ensure that our savings and pensions were correctly invested.

How has Gregory Whitfield helped you?

We have met with Greg on a number of occasions and each time he has been very approachable and engaging. We wanted guidance on a wide range of personal financial matters; Greg was able to answer all of our questions, no matter how silly we thought they were. He has always been available to answer our many questions during the process, either by phone, email or meeting. We were very pleased with the measured advice he offered us for both investments and pensions. As part of his service, we will be meeting Greg again in six months to review how our new investments are progressing, but are assured that he would be happy to discuss any questions that may arise at any time.

Have you seen the outcome you were hoping for?

On the whole it is too early to say how our cash investments are doing but Greg offered excellent advice on pensions which has already improved our future situation.

What were the circumstances that caused you to initially look for an adviser?

I wanted to review my complex pension provision.

How has Gregory Whitfield helped you?

Greg undertook a thorough review of my pension portfolio, making thoughtful and effective recommendations.

Have you seen the outcome you were hoping for?

Absolutely! The outcome has exceeded my expectations.

What could they have done better?

Nothing

Please provide a brief comment about your experience with Gregory

Fully understood my plans and way forward. Feel confident will achieve my future goal.

What were the circumstances that caused you to initially look for an adviser?

Planning for retirement.

How has Gregory Whitfield helped you?

Greg clarified our aims and reviewed our financial situation fully. Having also identified our risk appetite, he put together various options for us to consider, many of which we had not been aware of, helped us come to decisions and put a plan in place.

Have you seen the outcome you were hoping for?

We are part way through our long term plan and have achieved what we wanted to by this stage.

What could they have done better?

We have been very happy with Greg. He listened to us and made sure he was clear about our approach and values as well as what we were hoping to achieve. He is very approachable, accessible and helpful.

What were the circumstances that caused you to initially look for an adviser?

Greg has been my IFA for several years now and more recently for my wife.

How has Gregory Whitfield helped you?

Greg advised us in releasing funds from frozen pensions to accessible schemes, which was our requirement.

Have you seen the outcome you were hoping for?

We were able to release funds to buy a property and also pay off an old mortgage on another property .

What could they have done better?

Greg has always given us friendly and helpful advice whilst at the same time pointing out any downsides to our requirements. We regard him as a friend as well as an advisor.