Testimonials

Read some of the feedback received from clients.
Jody Greenall has been providing financial advice to my wife and I for the past four years. During which he has always given a very professional service, showing good judgement and providing sound advice in a non technical manner across a multitude of subjects. We would have no hesitation in recomme...
Private client | Retired Engineer
He has analysed my needs in detail and offered various solutions explaining the advantages and disadvantages of each one. He has given me time to make decisions without pressure and answered all questions promptly. He follows clear process and has conducted regular face to face meetings. The chosen ...
Private Client | Lapworth
I was anxious having to deal with a new adviser when mine retired but Jody showed genuine interest and his advice has been sound. I have felt confident in following his recommendations. I have been treated with respect and patience. Tending to be quite confused by financial matters Jody presented th...
Dr K A Huey
Mr Jody Greenall has been a fantastic ambassador for my wife and I in every way, he is extremely polite, well mannered and has done a tremendous amount for us. He is without doubt one of the best Financial Managers we have come across. He is a very local member of our community and does a great deal...
Ben Ball | OBE