Greig's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 20 )
Retirement income (annuities, drawdown) ( 17 )
Investments and Savings ( 4 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 3 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 5 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 5 )
£100k - £200k ( 2 )
Review
by a verified client in West Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Amount to invest in Pension & ISA
How has Greig Godfrey helped you?
Helped plans to thrive.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing.
Greig:
Thanks for the review Nick. Much appreciated. Speak soonReview
by a verified client in South Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension planning
How has Greig Godfrey helped you?
Advice
Have you seen the outcome you were hoping for?
Yes
Greig:
Thank you for the review Martin. Much appreciatedReview
by a verified client in Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moving a frozen pension out of a company scheme to a private scheme.
How has Greig Godfrey helped you?
Made the process really easy and has been on hand to help and advise me since making the transition
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Greig:
Hi Paul, thanks for taking the time to write a review. We appreciate the comments and we'll continue to do everything we can to keep you on track for retirement and beyond. Yours, GreigReview
by a verified client in West Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Nearing pension age and the best way to use my pension pot
How has Greig Godfrey helped you?
Advised the best way to get the most of my money while I'm young enough to enjoy it.
Have you seen the outcome you were hoping for?
Yes
Greig:
Thank you for sharing your experience! We're so pleased to hear that Greig was able to offer clear and helpful advice on making the most of your pension. It’s wonderful to know you’re now in a position to enjoy your money while you're young enough to truly make the most of it. If you ever need further guidance or support, we're always here to help. Best wishes The Waterbridge TeamReview
by a verified client in Yorkshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension planning
How has Greig Godfrey helped you?
Advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
None
Greig:
Thank you for your thoughtful feedback and for taking the time to share your experience. We’re so pleased to hear that you found Greig’s advice helpful in your pension planning journey. It’s always our aim to provide clear, reliable guidance tailored to each client’s needs, and we’re glad to know the outcome met your expectations. Your willingness to recommend Greig to others means a great deal to us—it’s one of the highest compliments we can receive. If there’s ever anything more we can do to support you, please don’t hesitate to get in touch. Warm regards, The Waterbridge Team