Greg Neall

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

Mr Greg Neall was introduced by a close friend back in 2014. I needed a pension advisor to help me assess a complicated divorce-pension-related financial court settlement and order involving a large pension trust.

How has Greg Neall helped you?

I have small personal pensions with 4 pension companies. Greg has helped me assess my personal pensions and how best to maintain them. Most recently, he has provided valuable professional services, namely, a detailed pension evaluation to enable me to submit my pension-related disputes to the court. Besides his excellent pension knowledge and industry experience, he is approachable, thoughtful, and willing to go the extra mile to ensure I get the best advice and support.

Have you seen the outcome you were hoping for?

My divorce-pension-related case is messy and complicated. Since 2014, I have approached many solicitors and pension advisors, but none have been able to help me with the pension matters. Last year (2024), I contacted Greg, and he not only delivered the outcomes I needed to submit my divorce-pension-related case, but he also took the initiative to contact the Court and was with me (outside the Court) during a very stressful court hearing day. Greg is indeed a true professional with a sincere willingness to go the extra mile.

What could they have done better?

Greg delivers beyond my expectations.

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

Financial advice

How has Greg Neall helped you?

Greg was great at finding and setting up a product at short notice and with no hassle. Fully recommend

Have you seen the outcome you were hoping for?

Yes, all good

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

We weren’t sure if we were on target to retire on the income we wanted when we wanted.

How has Greg Neall helped you?

Greg gave us sound and solid advice with options on what we could do. It was all presented in a way we could understand.

Have you seen the outcome you were hoping for?

Yes, absolutely

What could they have done better?

Nothing.

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

Impending retirement.

How has Greg Neall helped you?

Greg has helped me make the choice that I'm comfortable with.

Have you seen the outcome you were hoping for?

Still in the early stages.

Please provide a brief comment about your experience with Greg

Greg was clear & concise on what service he could offer us. He is very knowledgeable about the marketplace and answered all our questions clearly.