My core values focus upon providing my clients with an expert, professional service of outstanding quality, delivered with the highest levels of honesty and integrity, with one clear aim in mind - to help you, your family and loved ones achieve financial peace of mind, both now and in the future. Please visit my website for further information.
Alison is a lovely, friendly person. She takes an interest in her clients and is also knowledgeable about her business.
Reviewed on 11/09/2017
Alison is a very friendly and professional person, who helps you to make the best decisions in sometimes a very confusing financial situation. Alison takes time to explain everything to you so that you understand all the things you are not sure about. Nothing is to much for her in helping you to make the right choices and understand every option available to you. As sometimes we don't understand everything so we could make the wrong decision, but that is where Alison will talk you through the opt ions which in the long term could be more beneficial, or right for you. We sincerely thank you Alison for your help and friendly advise. To anyone reading this, this Lady comes Highly Recommended.
Reviewed on 04/08/2017
I found Alison very friendly and helpful, the advice was very good and just right for my needs.
Reviewed on 03/04/2017
Alison has taken all our concerns regarding retirement and pensions and given us professional advice and information. Nothing has been too much trouble and she has been a pleasure to work with. I would highly recommend her.
Reviewed on 10/03/2017
Alison totally understands our situation and what we are seeking to achieve. She gives us total confidence in an often confusing financial market.
Reviewed on 06/01/2017
Alison has always worked to ensure financial investments achieve the most growth possible for us. She deals with us in a friendly but professional manner and inspires us with confidence.
Reviewed on 05/05/2016
She has been very proactive with us giving very positive advice on our account. She has also talked to us about a whole range of things like checking our monthly income and expenditure, getting all our information in one manageable place. Funeral Planning, Will Writing, Power of Attorney. She has been very approachable and dealt with our requests in a very down to earth and simple understandable way. She always answers phone calls and emails quickly and efficiently.
Reviewed on 22/03/2016
The overall service I received from Alison Gregory was professional and informative. She was very patient making sure I understood everything so I was able to make an informed decision. She is very friendly and I would recommend her services to anyone.
Reviewed on 15/11/2015
A very friendly/approachable and down to earth. Alison explains the comprehensive product range, explained clearly to fit my needs.
Reviewed on 12/08/2015
This lady is extremely helpful and totally understands my needs and requirements. Plus she explains everything in plain English (all the financial jargon and processes etc explained). A very friendly and approachable lady who will make time to advise where required, with no hassle/stress or pressure!
Reviewed on 28/07/2015
We have been advised by Alison for many years on financial investments and have always found her to be extremely professional, confidential, and thorough in dealing with our financial needs. She takes particular care in finding the most suitable investments for your personal needs and her explanations are very clear. I would recommend Alison to anyone who is looking for sound financial advice.
Reviewed on 27/07/2015
Alison is both professional and personable. She has looked at my circumstances and has given considered advice. Everything has been explained clearly and I feel comfortable I am making informed decisions. I trust my investment is being looked after and I am happy for Alison to help me with other issues.
Reviewed on 19/07/2015