Greig's reviews
Reviewed for
Pensions ( 10 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 3 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 2 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 4 )
£100k - £200k ( 1 )
Review
by a verified client in West Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Greig Godfrey helped you?
Investment and drawdown
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing all clear
Review
by a verified client in South Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensuin
How has Greig Godfrey helped you?
Advice and counsel
Have you seen the outcome you were hoping for?
Hopefully
Review
by a verified client in West Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was doing a drawdown of my company pension.
How has Greig Godfrey helped you?
He gave all the options and how to go about it and gave the advise of the positives and negatives of all the options available to me.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
No because he is always helpful, answering any questions I have and I am very happy with the advise I have received and the service I have received.
Review
by a verified client in South Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and inheritance
How has Greig Godfrey helped you?
He has always been friendly, patient and knowledgeable. He is easy to contact and is happy to explain things more than once!
Have you seen the outcome you were hoping for?
We are satisfied with our investments
What could they have done better?
We are very happy with with Waterbridge generally and Greig in particular.
Review
by a verified client in South Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching Retirement
How has Greig Godfrey helped you?
Greig has advised on current and frozen pensions, and all other financial aspects of life.
Have you seen the outcome you were hoping for?
My advice has been given recently but everything is going in the right direction.