0203 551 0160
Based in Staines
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2016
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Greg is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Greg's status
Last checked: 11 April 2025
Greg is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Greg's status
6
Recent Client Reviews
Greg has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Greg has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Greg has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Greg has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Greg has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Greg has provided information on their typical fees
Greg has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
14
Positive First Impressions
86% of VouchedFor users have had a positive (4 or 5 star) first experience with Greg (based on 14 first impressions)
86% of users who are not yet clients had a positive first experience with Greg
86% of VouchedFor users have had a positive (4 or 5 star) first experience with Greg (based on 14 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Greg is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Greg's status
Last checked: 11 April 2025
Greg is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Greg's status
6
Recent Client Reviews
Greg has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Greg has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Greg has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Greg has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Greg has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Greg has provided information on their typical fees
Greg has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
14
Positive First Impressions
86% of VouchedFor users have had a positive (4 or 5 star) first experience with Greg (based on 14 first impressions)
86% of users who are not yet clients had a positive first experience with Greg
86% of VouchedFor users have had a positive (4 or 5 star) first experience with Greg (based on 14 first impressions)
Wake Up Your Wealth offers expert financial advice and planning for retirement; the products we recommend are mainly pensions and investments. Greg and Charlotte have been working with financial advice for over 20 years. The aim of Wake Up Your Wealth is to build long term, trusted relationships with clients and their families in Middlesex and Surrey. We do this by running a modern family firm with a focus on providing quality customer service and honest advice. Is It Right For You? Our service is intended to deliver long term results using reliable and straight forward solutions, without any undue risk. The families that get the most from our financial planning typically have pensions, savings and investments that they want to grow steadily, pay for their retirement, and then pass to the next generation. This can be a daunting task so to have someone dependable looking after their products is highly valued. We use lower cost solutions, and try to leave more of the investment return for your benefit; most of our investors have over £150,000 invested because our fee structure represents good value in that range.
Offers available through VouchedFor
Contact Greg through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Greg's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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