Greg's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 9 )
Pensions ( 59 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 46 )
Auto Enrolment ( 1 )
Investments and Savings ( 79 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 16 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 30 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 22 )
£200k - £500k ( 15 )
£100k - £200k ( 10 )
( 2 )
Up to £50k ( 5 )
£50k - 100k ( 15 )
Repeat review
by a verified client in Hampshire
2 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
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 continued to support me in my financial planning and provided advice and support as and when needed.
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?
Regular reviews and discussion regarding best management of SIPP, withdrawal planning and general financial matters related to circumstances at the time
Greg:
Hi Jonathan Thank you for your review and taking the time to complete this which is always greatly appreciated. We’re pleased to hear that you value our regular reviews and discussions regarding the best management of your SIPP, withdrawal planning, and wider financial matters as your circumstances evolve. Ongoing reviews are essential to ensure your SIPP remains aligned with your goals, investment timeframe, and risk tolerance, especially as rules and personal circumstances change over time. Our approach is always to provide clear, tailored guidance on SIPP management, including withdrawal strategies—such as drawdown, lump sums, or annuities. Thank you for your continued trust. If you have any further questions or would like to discuss your plans in more detail, please don’t hesitate to get in touch and we very much look forward to looking after you and your family for years to come. kind regards GregRepeat review
by a verified client in Hampshire
8 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?
Yes and was very helpful.
Repeat review
by a verified client in Hampshire
8 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?
we have our pensions etc. with greg. he is so easy to deal with, thorough when talking you through your investments , savings etc. very quick off the mark if you need large sums of money, e.g for a kitchen refurbishment. all round fantastic service. would recommend him to all. 5*
Greg:
Hi Cheryl Thank you for taking the time to leave a review and your kind works. We've worked together for over 10 years now and its been an absolute pleasure. Kind regards Greg