Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 1 )
Pensions ( 45 )
Retirement income (annuities, drawdown) ( 19 )
Auto Enrolment ( 1 )
Investments and Savings ( 40 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 7 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 13 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 15 )
£200k - £500k ( 7 )
£100k - £200k ( 7 )
Up to £50k ( 4 )
£50k - 100k ( 4 )
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We weren’t sure if we were on target to retire on the income we wanted when we wanted.
How has Greg Neall helped you?
Greg gave us sound and solid advice with options on what we could do. It was all presented in a way we could understand.
Have you seen the outcome you were hoping for?
Yes, absolutely
What could they have done better?
Nothing.
Review
by a verified client in Hampshire
2 months ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Impending retirement.
How has Greg Neall helped you?
Greg has helped me make the choice that I'm comfortable with.
Have you seen the outcome you were hoping for?
Still in the early stages.
First impression
by a VouchedFor user
8 months ago
Overall
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.
First impression
by a VouchedFor user
8 months ago
Overall
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
Review
by a verified client in Middlesex
9 months ago
Overall
Advice
Service
Value
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.