Greg West

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

I was selling/buying a property so needed mortgage guidance and life insurance. Greg was recommended to me and I am more than happy with the service provided.

How has Greg West helped you?

Greg was very helpful throughout the application and applying for both. Friendly, quick to respond and I always felt I was in good hands.

Have you seen the outcome you were hoping for?

Yes, the mortgage and life insurance was applied for and granted

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

Buying our first home and needing mortgage advice

How has Greg West helped you?

Greg secured our mortgage and insurances requires

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

End of fixed rate mortgage.

How has Greg West helped you?

Advice on best options for re-mortgage.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Greg advised on the options available and made the whole process quick and easy. The service was top notch.

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

Remortgage.

How has Greg West helped you?

Excellent advise and prompt service.

Have you seen the outcome you were hoping for?

Undoubtedly.

What could they have done better?

Nothing, excellent throughout.

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

I needed in dependant financial advice when I was considering whether or not taking Equity Release was a suitable option for my current situation

How has Greg West helped you?

I had read quite a few negative views about Equity Release but had done some research and felt it could be a suitable option for my own situation. Greg went through how it ER works, explained the advantages and the possible disadvantages. He took a lot of time to find out my own personal circumstances and views and also possible alternatives, whilst always staying independent and considerate of my own views, and thoughts.

Have you seen the outcome you were hoping for?

Absolutely. I decided to release some of the Equity from my property and Greg guided me through the whole process and was always ready to answer my (many) questions. He actually made what was initially quite a stressful decision for me a very easy straightforward process

What could they have done better?

I can't think of anything. It all ran very smoothly.