Greg's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 9 )
Pensions ( 61 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 47 )
Auto Enrolment ( 1 )
Investments and Savings ( 80 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 18 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 32 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 23 )
£200k - £500k ( 15 )
£100k - £200k ( 10 )
( 2 )
Up to £50k ( 5 )
£50k - 100k ( 15 )
Repeat review
by a verified client in Hampshire
6 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Greg Simkin helped you since your last review?
Pension drawdown
Repeat review
by a verified client in Hampshire
6 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Greg Simkin helped you since your last review?
Greg has handed our portfolio over to a colleage, about the same time that we changed from paying money into our funds to starting to take them out as pension payments. This has had a few issues but can't tell which of the 2 changes is the main cause.
Repeat review
by a verified client in Hampshire
7 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Greg Simkin helped you since your last review?
Greg has helped us with inheritance planning, investments & helping us with doing the best we can with helping our family out financially.
Repeat review
by a verified client in Hampshire
10 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Greg Simkin helped you since your last review?
Our annual meeting always explains where we stand financially and we know that our money is in good hands and that support is there whenever we need it.
Repeat review
by a verified client in Hampshire
14 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Greg Simkin helped you since your last review?
Greg has continued to support me in my financial planning and provided advice and support as and when needed.