Peter and Helen Rush
I’m Peter, and this is my wife Helen. We’ve been dealing with Greg and Warwick Financial Solutions for well over 20 years now.
Ever since we first met Greg, we’ve got on very well together. He’s a very easy person to talk to. He explains financial matters in such a way that he makes it very easy to understand. Neither of us have a financial background; I’m an engineer. And so it is very nice to have somebody who doesn’t talk down to us about the financial situation, but is able to explain it in in reasonable clear detail.
He’s extremely friendly but professional at the same time. And that’s something that puts us at ease all the time when talking to him.
Since we retired, which actually is now 11 years ago, he’s helped us all the way along, just keeping an eye on our investments and making suggestions as to how we can best cope with our money. And it’s been really great.
Having had two daughters, we now have six grandchildren. Greg’s been very helpful in advising us as to how we can best leave money to them and sort out our Inheritance Tax liabilities. And that’s been very helpful. So we’re very grateful for him for that.
If we didn’t have Greg, I think we would be always worrying about our money, and not enjoying the fact that actually, we’re a lot better off than we might have been. And I think he’s made us relaxed about it, by always pointing out where our money is and what it’s doing and how we can best use it. And that’s given me great confidence, and I’ve enjoyed my retirement much more because of it. I would have no hesitation in recommending Greg to anybody like us who feels that they need the confidence of getting professional advice.
Get in touch
Use our message facility to contact us directly and one of our friendly team will answer your enquiry.