Greg Neall

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.

Please provide a brief comment about your experience with Greg

Greg always answers any questions and I feel gives sound advice tailored to my situation

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

Approaching retirement I was unsure of my options .

How has Greg Neall helped you?

Greg spent time talking through my options and explaining the process, keeping me updated all the way through.

Have you seen the outcome you were hoping for?

Happy with the outcome , Greg removed all the stress from the process and I would definitely recommend him.

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

Whilst i workied in the financial industry i di not have the skills to make best use of my current financial situation.

How has Greg Neall helped you?

Greg helped me to build a better understanding of investment products, investment regulation and risk stratagies in order to make better investments

Have you seen the outcome you were hoping for?

Not quite. An initial cautious approach to the market meant that some yields were not fully maximised. However this gap has decreased of late and looks to be on the way to recovery.

What could they have done better?

I would say that Greg is more cautious by nature and suits low/mid risk profiles.

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

I needed advice that I could understand after I took my final salary pension but continued working part-time.

How has Greg Neall helped you?

I was being given lots of advice but I couldn't concentrate long enough to put together a plan and I was worried about missing sensible options.

Have you seen the outcome you were hoping for?

Yes, investments made and set up.

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

Pension advice

How has Greg Neall helped you?

Pension transfer

Have you seen the outcome you were hoping for?

Yes

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

I was not too far off retiring and felt that I needed some professional advice on retirement planning as well as some general pointers on investments.

How has Greg Neall helped you?

Greg has guided me through selecting the most appropriate options for retirement planning. This included advice on pension payments leading up to retirement, timing of drawing pensions, making use of tax breaks and pension drawdown. He has always been helpful and responsive to requests as well as on more general matters. On this basis, i would thoroughly recommend him.

Have you seen the outcome you were hoping for?

Yes. I believe that I am now in a relatively good situation with regard to the above.

What could they have done better?

Very minor point - Perhaps be able to check performance of investments (e.g. ISAs, GIA) on a more regular basis.

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

Needed some trusted advice and guidance

How has Greg Neall helped you?

Overall review for the future

Have you seen the outcome you were hoping for?

Totally

What could they have done better?

Nothing

Please provide a brief comment about your experience with Greg

Provided clear advice and explained everything in detail. Followed up with responses on any questions that needed clarification.

Please provide a brief comment about your experience with Greg

Meeting resulted in clear explanation and provision of options of current situation

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

Change in personal circumstances which needed a way forward. Didn’t know where to begin.

How has Greg Neall helped you?

Talked us through the processes step by step. Provided advice on various options.

Have you seen the outcome you were hoping for?

Yes, the matter is now resolved, much to our satisfaction.

What could they have done better?

Nothing!

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

We already had an advisor with Schroders but I felt they were not meeting my requirements so I contacted Greg. Greg was my parents advisor and is my brothers advisor so I already knew of him & had had contact with him over the years!

How has Greg Neall helped you?

He has helped to clarify the different types of investment & has advised us on the best ones for us. He has also closed other investment accounts for us & advised on the best thing to do with the monies. He has also helped us to decide on the best way to invest money for our grandson.

Have you seen the outcome you were hoping for?

At the moment it is too early to say as it’s only this year that we have appointed Greg.

What could they have done better?

At the moment I’m happy with Greg’s services & really can’t comment at this stage whether anything could have been done any differently.

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

To Maximise my income from my pension

How has Greg Neall helped you?

He advised me on the options available based on my future financial needs

Have you seen the outcome you were hoping for?

Yes very happy with the outcome

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

insurance

How has Greg Neall helped you?

Set up and advise on policy

Have you seen the outcome you were hoping for?

Yes

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

I had a disparate set of pensions and investments and wanted to consolidate them into a single portfolio for retirement planning.

How has Greg Neall helped you?

Greg advised me on the pros and cons of the available options and helped me decide the best strategy for future financial security in retirement.

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?

I required assistance & advice with my ongoing pension plan. It needed some changes to ensure I was getting the best investments out of it.

How has Greg Neall helped you?

He has helped me with the investment within my pension and provided guidance to get a more reliable investment fund. Greg's easy to talk to, and gives excellent and knowledgeable advice. I feel comfortable knowing he will provide me with ongoing advice service too.

Have you seen the outcome you were hoping for?

It is too early on as the pension changes are still being processed, but I have 100% confidence I will see the outcome I'm hoping for.

What could they have done better?

Nothing, I'm very happy so far!

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

My retirement date was approaching and I had 6 separate pensions, I didn't know whether to combine them all or keep them seperate, or even if there would be enough to live on. It all seemed like a nightmare to me.

How has Greg Neall helped you?

Greg listened to my wishes and my concerns. Reviewed each pension and walked me through the potential mine field. Giving good advice about tax, and the benefits of each pension I had. Helped with filling out all the vast array of forms, and provide a product that was suitable to my requirements. He was able to explain very clearly and simply, as I didn't really understand the terminology or requirements of taking my pension.

Have you seen the outcome you were hoping for?

So far so good, still waiting on my ex employer to provide the final documentation.

What could they have done better?

I am not aware of what could have been done better.

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

Having sold a 3bed house & bought a 1 bed flat I had quite a large sum of money which I wanted to invest.

How has Greg Neall helped you?

Greg Neall has been invaluable! He has shown me ways of investing my money to get a monthly income to supplement my state pension.

Have you seen the outcome you were hoping for?

So far, yes.

What could they have done better?

Nothing that I’m aware of.

Please provide a brief comment about your experience with Greg

Greg was professional, informative and provided us with advice.

Please provide a brief comment about your experience with Greg

I am in the process of mediation for a financial settlement and needed advice on how to deal with my pension. We had the initial free meeting where Greg spent 90 or so minutes understanding my situation. Greg gave a very good insight of the issues and provided specific options that I could consider. I was impressive by Greg’s ability to explain the jargon, to home in on my unusual circumstances and to clearly state the bottom line. I would contemplate returning to Greg for overall financial advice.

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

Following my divorce, I needed advice about the best option for my pension.

How has Greg Neall helped you?

Greg has explained my options thoroughly and has ensured that I am happy with each step. He has found a pension scheme which suits my needs. Greg responds quickly to my emails and calls. He is very mindful in ensuring that I understand the process. Greg ensures that all information is supplied for reading at my own pace.

Have you seen the outcome you were hoping for?

My new pension is being set up but I am very happy with the service so far.

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

Having invested in stocks and shares in a chaotic way for more than 40 years we felt it was time to seek professional advice on how to rationalise our investments into a more coherent and easy to manage portfolio.

How has Greg Neall helped you?

Greg analysed our multitude of investments, explained clearly the options available to us, and recommended a much more balanced portfolio that was much easier to understand and manage. He then took complete control of all the sales and transfers so that we had effectively nothing much to do ourselves. This was exactly the sort of support and advice that we wanted. No bother, no hassle, job done.

Have you seen the outcome you were hoping for?

Absolutely. We now have a well distributed range of investments that protects us from serious downturns in the market but also provides a good opportunity to see our investments grow substantially.

What could they have done better?

The service that Greg provided was exemplary and we cannot see anything that could have been done better.

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

Revised approach to investment planning

How has Greg Neall helped you?

Greg takes a holistic investment view - not specific products but overall strategies

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

The initial report was necessary but perhaps didn't highlight anything essentially new - however it has set a benchmark

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

I know nothing about my pension or finances, Greg explained everything to me so that I understood and guided me through . He is my number 1 go to guy and will highly recommend him.

How has Greg Neall helped you?

Dealing with my finances and talking me through my pension options

Have you seen the outcome you were hoping for?

Most definitely yes

What could they have done better?

He was fantastic and kept in contact with me throughout.

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

Self employed/ retired person with private pension held with large institution.

How has Greg Neall helped you?

Greg’s professional advise helped me to transfer my pension into another fund managed by him.

Have you seen the outcome you were hoping for?

It is too early to access its performance

What could they have done better?

He was patient and very helpful all the time during the process.

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

Previous IFA retired

How has Greg Neall helped you?

Moved my investments / pensions

Have you seen the outcome you were hoping for?

Not yet- it's only been a couple of months

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

1) transfer of DB pension scheme to DC scheme 2) divorce - pension splitting

How has Greg Neall helped you?

Provided report on both issues

Have you seen the outcome you were hoping for?

yes

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

To combine my pensions and understand how it all works

How has Greg Neall helped you?

Greg was professional, explained and answered my questions in plain language that made it easy to understand

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really!

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

Surplus money in current account as a result of downsizing property move.

How has Greg Neall helped you?

Assessed our finances and advised how much to invest and where to invest.

Have you seen the outcome you were hoping for?

Too soon to be able to be able to judge that.

What could they have done better?

Our timing of the decision to invest couldn’t have been worse. We were hearing nothing but talk of imminent recession not helped by the situation in Ukraine. We were initially impressed by the fact that Greg was prepared to travel from Ashford to Bognor Regis to give us a private consultation in out own lounge even though our investment amount must have been on the low side. He explained the options, assessed our financial situation and suggested the most appropriate action for us to undertake in the circumstances. At no time did he put pressure on us to make up our minds immediately. Greg made it clear that we should not expect wonderful results in the short term but should be looking more towards the long term benefits. We felt confident enough, given all the information that Greg had given us, to go ahead and invest.

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

Used Greg many years ago his advice was brilliant, really went the extra mile. When I needed to sort pensions he was the only one to contact

How has Greg Neall helped you?

Sorted everything, I didn't have to lift a finger

Have you seen the outcome you were hoping for?

Totally

What could they have done better?

Nothing

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

I needed to organise multiple pensions from various employers into a more manageable and harder working fund.

How has Greg Neall helped you?

He helped me locate the pensions, and coordinated the transfer into a more useful platform. Also advised on contributions I should be making.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing to date.

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

pension transfer from DB to SIPP - consolidation of pensions into SIPP

How has Greg Neall helped you?

managing the transfers and setting asset allocation strategy for the SIPP

Have you seen the outcome you were hoping for?

Yes - Greg was extremely responsive and clear on the process

What could they have done better?

any issues with the process were facilitated well by Greg Neall and his team.

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

Voluntary Redundancy was taken and early retirement considered.

How has Greg Neall helped you?

With the knowledge of all our financial worth, Greg calculated that we could sustaine a good monthly income until we reached 100 years of age.

Have you seen the outcome you were hoping for?

Yes. Amalgamating all our pensions into one has shown dividends in a short space of time.

What could they have done better?

Nothing. We were always kept informed.

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

Retirement planning, pensions

How has Greg Neall helped you?

Advised on the options available and best course of action

Have you seen the outcome you were hoping for?

Yes

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

Greg actually worked for my parents before they passed away and as my financial needs became greater it seemed natural to go to Greg as they’d always sung his praises

How has Greg Neall helped you?

I guess the core deliverables have been consolidating my pensions and retirements planning. Greg’s availability is always excellent, even at weekends

Have you seen the outcome you were hoping for?

So far, so good!

What could they have done better?

Honestly struggling to think

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

I needed to invest some money

How has Greg Neall helped you?

Greg advised me the best place to invest my money.

Have you seen the outcome you were hoping for?

Very early days but l'm sure the outcome will be a positive one.

What could they have done better?

I can't think of anything Greg could of done better

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

Desire to consolidate two DB and two DC pension arrangements into a single SIPP Advice and tax mitigation around being well above the LTA

How has Greg Neall helped you?

Greg walked through the transfers and consolidation process and co-ordinated all the activities, even when he was no longer able to advise on the DB migrations

Have you seen the outcome you were hoping for?

On consolidation yes. Agreeing a tax planning and inheritance planning solution for the excess over the LTA remains outstanding

What could they have done better?

In no sense Greg's fault, but his loss of DB transfers permissions and the necessity of involving a second adviser (Pension Advice Specialists Limited) added to the time and cost of the exercise. That said, the service and advice from PAS was of high quality and added material value.

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

Due to the recent worldwide financial situation my ISAs were not performing as well as I expected so I needed expert advice so I could maximise my investments.

How has Greg Neall helped you?

Greg researched potential funds which would suit my needs.

Have you seen the outcome you were hoping for?

Yes. Most definitely.

What could they have done better?

I’m extremely happy with the growth achieved in a very short time.

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

Overdue re-organisation of my pensions after retiring plus COVID and Brexit looming

How has Greg Neall helped you?

Consolidated my pensions and moved them to places where they have not only survived a bumpy 2020 but grown

Have you seen the outcome you were hoping for?

So far, yes.

Please provide a brief comment about your experience with Greg

I currently work for a major UK airline at London Heathrow with a healthy pension pot with AVC's. I had no strong desire to wait until normal retirement age to benefit from my pension/ AVC investment. Greg gave me several options which route to maybe take including sticking with my long standing pension plan. Not once have I felt under pressure to decide on a particular option or investment. Greg has simply explained the potential gains and possible risk's investing in a variety of investments. Greg's fee's are very competitive and have since decided Greg is to be my financial advisor for the next 3 years with a view of reviewing my investments in 2024.

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

I was close to my retirement and wanted advice on how to draw down my stakeholder pension.

How has Greg Neall helped you?

I spent over an hour with Greg going through my financial position in detail so that we could decide on a plan of action. As I had three pensions to consider I needed advice on whether to consolidate these. I also needed advice on tax implications.

Have you seen the outcome you were hoping for?

Greg has reviewed my pensions in detail, and taking into account my requirements, we have agreed a plan. I do not have the experience or qualifications to deal with this on my own and I am very pleased with the outcome. COVID19 obviously created issues. I did see Greg on one occasion when rules allowed, however after this we have had to meet via zoom and this has worked very well, he has also kept in contact with by phone and e mail.

What could they have done better?

Nothing could have improved the service I have received.

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

I needed pension and financial advice

How has Greg Neall helped you?

Greg guided me through the various options and complicated financial jargon and ensured that I was happy with the options I chose. He was very professional and Knowledgeable

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing COVID-19 and Cos staff working from home have slowed things down. However Greg is insured that we stay on track

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

It was time to review my financial and pension position and I needed trusted, expert professional advice

How has Greg Neall helped you?

I have a good financial plan in place and my pensions are invested in a well advised manner

Have you seen the outcome you were hoping for?

Most definitely - I am more than happy with the outcome.

What could they have done better?

I could not see any areas of improvement, an excellent service.

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

We wanted to plan for our retirement and started to work with Greg on a pension strategy some years ago now. Also we needed some long term investment advice.

How has Greg Neall helped you?

Greg is a very good listener and helped us to build confidence in a now volatile market. He has set us up financially to be able to withstand the current market conditions for instance.

Have you seen the outcome you were hoping for?

We have been able to retire on an income suitable to us and continue to work with him to keep it so.

What could they have done better?

We cannot think of anything. When we had questions he would answer them swiftly thus avoiding misunderstanding or confusion.

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

We did not have the expertise to decide on what was best for our future pensions and investments.

How has Greg Neall helped you?

Greg (and his supporting team) has cleared away the mist from the plethora of finance solutions available are to help me determine the best way to manage my pension. I can highly recommend him and his company's services.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

They are always available for discussion and trust this and their prompt response to enquiries continues. Go Greg!

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

My employer closed our defined benefits pension scheme just before my 61st birthday, prompting me to consider my retirement options.

How has Greg Neall helped you?

Greg provided invaluable help and guidance in communicating with my pension fund administrators. He also reviewed our lifestyle and outgoings and made a comprehensive study of our diverse savings portfolio, advising on how it may be optimised to supplement our needs in retirement.

Have you seen the outcome you were hoping for?

Yes. I now have a much clearer picture of my future potential income from pensions and investments and the confidence that early retirement is a viable option.

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

Looking at consolidation options, for both my wife & myself, and in particular the viability or not of transferring my DB plan.

How has Greg Neall helped you?

I asked Greg to look at whether from 55, whether our pension funds could support a specific income, taking into account two options: 1. Leaving our pension plans as currently structured 2. Moving my DB plan to a SIPP to allow access for flexible drawdown

Have you seen the outcome you were hoping for?

Gregs report was very comprehensive & explored a number of options, & also confirmed our plans could support the level of potential income if we decide to access them from my 55th birthday. Greg followed up his report, with a comprehensive f2f discussion, allowing both my wife & I to clarify a number of questions that we had.

What could they have done better?

I have worked in the pensions industry throughout my career, so my knowledge of the options is at a good level. However, I wanted Greg to provide the specialist oversight & provide a range of options to ensure the decisions we are thinking about , are both realistic & also the best alternative. An excellent job done & I cannot fault all the guidance he has given us to date.

Please provide a brief comment about your experience with Greg

Not suitable for what I need

Please provide a brief comment about your experience with Greg

It's early days so far as we've only had the initial meeting but Greg spent 1.5 hours with me (free) sharing his insights and understanding our needs and questions. My first impressions are very good. He seems very knowledgeable, genuine and I like his more local client orientation.

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

Pension advice

How has Greg Neall helped you?

He advised and helped to move the pensions which gave better returns.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really as he’s been in touch regularly.

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

My income increased significantly and I bought a property so I needed to sort out critical illness, income protection and life cover

How has Greg Neall helped you?

Greg and his team were able to sort out all the cover I required. It was so quick and easy. They are always on hand as and when I have questions.

Have you seen the outcome you were hoping for?

Yes I have

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

Transfer of my final salary pension to a managed pension.

How has Greg Neall helped you?

Comprehensive advice without emotion - looking at all pros and cons without any pressure.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Even more commentary on future prospects for investments against economic and political upheaval.

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

I needed advice on how to arrange my multiple pension pots

How has Greg Neall helped you?

Greg looked at all my circumstances, gathered all the necessary information from the pension providers, really took time to understand my objectives for retirement before recommending a way forward, and then took care of all the necessary paperwork. He explained all the options and trade-off in depth to make sure I made the right decision, and challenged my initial thinking.

Have you seen the outcome you were hoping for?

Yes. Thanks to Greg's advice, I did not pounce on a large transfer value and make a mistake I may have regretted later in life. I now have a more consolidated pension provision, but one which best meets my reliance on the income and my need for a degree of flexibility.

What could they have done better?

Nothing. I was really very satisfied with Greg's advice and the service he provided, and would be happy to recommend him.

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

I received an inheritance for which I needed advice.

How has Greg Neall helped you?

He gave me advice regarding investment planning.

Have you seen the outcome you were hoping for?

Yes I feel confident that my money is in the best place for my circumstances.

What could they have done better?

I do not think that Greg could have done anything better - a great service.

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

Pension transfer from final salary scheme.

How has Greg Neall helped you?

Helpful explanations and advice and completed the process against tight deadlines

Have you seen the outcome you were hoping for?

All worked out smoothly.

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

Retirement, sale of property and re-purchase of property.

How has Greg Neall helped you?

Advice on investment of my savings portfolio and choice of method of income withdrawal from it.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Responsiveness to correspondence is not always as quick as I would like, but allowances need to be made for the fact that Greg has a small team at his disposal.

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

I had an old DB pension scheme from a previous employer and wanted to consider transferring it to a more flexible pension scheme

How has Greg Neall helped you?

Greg talked me sensibly through all the pros and cons of considering the transfer. This was a big decision so I wanted to make the right decision as you can't go back. I was under no pressure to proceed and felt I got a very balanced view.

Have you seen the outcome you were hoping for?

Yes - the transfer went ahead as agreed and the investments have performed in line with expectations since.

What could they have done better?

Nothing really - the process was very good

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

I needed a pensions adviser when I retired 4 years' ago.

How has Greg Neall helped you?

Greg enabled me to move my defined contribution pension into a SIPP that provided a drawdown capability. He also enabled me to crystallize my pensions before the lifetime allowance was exceeded. We reinvested the lump sum from the pension crystallization in a GIA and ISAs. All the investments have out-performed industry standards over the last 4 years.

Have you seen the outcome you were hoping for?

Yes. All my investments have out-performed relevant industry benchmarks.

What could they have done better?

Nothing to improve. Greg is always available for updates if my circumstances change and we have regular communication; quarterly updates of what is happening in the financial world and an annual rebalancing of my investments.

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

Initially I was looking to transfer some company AVCs and another small pension investment to a personal pension plan. Since that time Greg has provided other investment advice on a periodic basis as we well as monitoring the pension.

How has Greg Neall helped you?

He researched appropriate investments and platforms and provided detailed recommendations to meet my needs. He then took care of the transfers.

Have you seen the outcome you were hoping for?

Yes. The pension has performed roughly in line with expectations and I find it helpful to know that it is being monitored on a regular basis. I also find it extremely beneficial to be able to consult Greg for other investment or pension advice on an ad hoc basis. His advice is considered and always takes full account of my circumstances and preferences.

What could they have done better?

Nothing.

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

Change in personal circumstances.

How has Greg Neall helped you?

Reviewed financial portfolio

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Gregory’s advice is very professional

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

We were unhappy with our last financial adviser and needed someone to help us with our investments

How has Greg Neall helped you?

Greg is very personable. He has a great understanding of the pension planning pocess and options. I have also taken Greg's advise for my ISA investment. I am very happy with the advice he gave which has provided a surprisingly high return for relatively low cost.

Have you seen the outcome you were hoping for?

Yes. My pension investments have exceed market performance since Greg started to organise my pension and ISA investments

Please provide a brief comment about your experience with Greg

Never heard from him.

Please provide a brief comment about your experience with Greg

I found Greg to be very informative & honest. After looking over my Pension Plan & taking into account of my present situation, he has recommended that I keep the Plan as it is; that a Transfer may not help help me in the long term. I have taken this onboard.

Please provide a brief comment about your experience with Greg

I did not require Gregs services as my company produced a financial plan for me.

Please provide a brief comment about your experience with Greg

Greg was very helpful regarding a pensions decision I had to make. He explained everything very clearly and came up with a plan which I'm following through.

Please provide a brief comment about your experience with Greg

Greg did not respond to my request for advice.

How has Greg Neall helped you?

Reviewing investments, ensuring good returns and making changes where appropriate

How has Greg Neall helped you?

Clear & comprehensive presentations for the savings / investment / pension options available and full service for any changes to be made

What could they have done better?

Occasional delays in providing the agreed info so, possibly, too much work taking longer time to deliver than expected

How has Greg Neall helped you?

My adviser understands my situation and acts accordingly

What could they have done better?

I could possibly do with seeing him a bit more often

How has Greg Neall helped you?

Surveys should be 'tick box' only. Asking for verbal diatribe will, I suspect, significantly reduce your reply rate!

What could they have done better?

Please see above.

How has Greg Neall helped you?

Greg is very approachable and always helpful. I feel confident that he is very thorough in his keeping up to date with the ever-changing rules and regulations. I am confident that his advice is sound and am happy to follow his suggestions.

What could they have done better?

Can't think of anything. Greg is willing to travel up to see us if we need it, so the distance is not a problem.

How has Greg Neall helped you?

He listens to your hopes and expectations. Advises as to whether they are obtainable, and if not why, and then points you in the direction of where to obtain those goals.

What could they have done better?

Could keep you better informed about the progress being made when queries arise.

How has Greg Neall helped you?

Greg has an excellent team. They are not at all 'pushy' with their products, offering great advice in a difficult market. Greg is very good at explaing the details of the advice that he gives.

How has Greg Neall helped you?

Greg actively listened to my wishes, took the time to understand my overall investment objectives, and then provided a logical, reasoned, transparent and realistic plan to achieve them and consolidate my investments at reasonable cost and with risk that I was comfortable with. In particular, one challenge was to provide residential care for a relative, using available capital, provide income to cover all LTC costs going forward, preserve the capital as for as possible and ensure an appropriate level of risk. This has been more than achieved, and Greg has provided balanced advice during this journey.

How has Greg Neall helped you?

Greg Neall was introduced to us by David Routh a few years ago and since then he has helped my wife and myself with advice on our ISAs, Insurance products, my drawdown and much invaluable tax planning advice. Any query by letter, phone or email usually results in a response from him the following day, which is most reassuring. He has called on us at our home most years for face to face contact, and is currently helping us with an Inheritance Tax / Flex Transfer Trust problem which has arisen as a result of lack of attention on the part of a firm of solicitors. In all our dealings he has been most generous with his time , and we are most grateful to have him as our Financial Adviser. In addition, he has proved to be excellent company on the occasions when we have sat around a table for a meal together. Tony Davies.

What could they have done better?

We can`t think of anything that he might be able to do better than he already does.

How has Greg Neall helped you?

Greg Neall reviewed and simplified my pension and investment portfolio. At age 75 I was legally required to reallocate my personal pension fund which involved setting up a savings trust fund and launching a discretionary trust fund for my family. This involved a lot of researching and gathering together information before the 2 funds were finalised. I believe the result was worth the fee but it did take a lot longer than he forecast. I now have a simplified savings and investment plan which he regularly reviews and reports upon.

What could they have done better?

There were some glitches involving duplication and omission in the admin system in the early days but it has now improved.

How has Greg Neall helped you?

Regularly reviews my portfolio and advises on progress. Understands that part of my finances that I entrust to his advice and integrates with but doesn't try to influence investments outside his remit. Provides regular newsletters. Is responsive to queries and inquiries and is proactive in recommending changes when performance by Trust Managers is poor. Arranged investment for Interest in Possession Trust funds

What could they have done better?

Fully understand that my wife's and my portfolio should be treated as one. For example. split investment placement does not have to be halved between portfolios but one placement may be made fully in one portfolio and another in the other.

How has Greg Neall helped you?

Greg explains everything in a clear and concise manner, he is also able to answer any questions I had. I have had Greg acting on my behalf for over 5 years now and he is always in constant touch with me to update me on how my SIPP is doing. I have no problems with Greg and look forward to continuing the working relationship with him for many years to come

What could they have done better?

Being able to meet with Greg more than once/twice a year

How has Greg Neall helped you?

very personable and easy to talk with. Listens to your aims/risks/fears and advises appropriately. Feedback is good.

What could they have done better?

I live too far away to have personal contact, but Greg & staff have always supported me by 'phone/ email etc.

How has Greg Neall helped you?

My adviser, Greg Neall, helped me transfer my pension when I was approaching age 75 so that I could benefit from the new rules. He has looked after me since then with regular contact and newsletters. He has kept me up to date with rule changes. He has been very generous with his charges. He is a highly qualified pensions adviser.

What could they have done better?

I cannot think of anything.

How has Greg Neall helped you?

Investigates products fully. Does not just for the one that is the cheapest/expensive. Take the time to get to know you and your needs