My name is Simon Grantham and I’ve worked with Greg, our Financial Adviser at Warwick for almost 15 years.
Through that period, Greg’s helped with advice on changing pensions, mortgages, moving house, and I got remarried so he gave some advice on inheritance planning; so, a really wide range of financial advice.
I think what Greg does very well is he’s non-judgmental – it’s about what you want to do as a couple. And then he’ll try and make that possible. Obviously, it depends on your income levels, and everything else. He can’t magic you to be a millionaire! But his approach is very pragmatic and feet on the ground, and it works well. He doesn’t blind you with financial lingo.
Working with Greg and his team, gives you a lot of confidence because they’ve got good backup, with the advice that they are able to give you and the expertise they tap into. But it’s a very common sense approach so you can understand the recommendations that he’s making. The three words I would use to describe Greg would be pragmatic, honest, and expertise.
I would recommend Greg to other people. And I have actually done that to a couple of my friends over the years. And in fact, I was also recommended to us Greg about 15 years ago by a colleague of mine, and obviously the two of us are in touch. So, there’s probably seven or eight of us now who were all friends over many years, who also work with Greg.
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