Prudell Ltd - Wealth Planning - www.prudell.co.uk

Prudell Ltd - Wealth Planning - www.prudell.co.uk

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Prudell Ltd - Wealth Planning - www.prudell.co.uk

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Prudell Ltd - Wealth Planning - www.prudell.co.uk
4.71 7 user reviews
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User Reviews

Guest

Top Quality Service, Speedy, Professional

I have recommended a number of friends who have used Greene as not only the rates are the best on the market but the staff is professional, knowledgeable and timely in their responses. Already used them twice and will do so again.

brianmckinley

Over And Beyond

I was referred to Dawan through the Greene & Co estate agents. I had been dealing with my own bank at the time and was sure I was getting the best deal. Dawan explained they are whole of market and could access deals that weren't available on the high street. After doing his research his came back to my husband and I with such as fantastic rate. The service was impeccable and Dawan would regularly inform us of valuation dates, quickly get documents to us and overall comforting tone. I have already referred Dawan and the team at Green Financial to my friends and family. I would definitely use them again. Thank you so much, we are loving our new home. God bless.

Greenclient

Phew

Its always a nervy process to properly examine your finances and weigh up the options. (Especially if you fear you don't have many - finances or options)

I've been with Greene & Co for over 20 years, myself and now my family have been put at ease throughout that time by the personable and professional approach of the staff there.

This is a long term project requiring someone you can build a relationship with. So, try Green & Co - and if you feel good, stick with them

cantseemtocomeupwithauniqueusername

Excellent, Highly Professional Service

I have now had both mortgage advice and financial planning assistance (cash flow analysis)from Greene & Co. The mortgage advice was in fact much more, including a whole buying/letting/moving project which I started out very unsure about and needed a lot of hand-holding to get to where I am now, which is very happy!

I have been very impressed with both pieces of work. In both cases the advisors were extremely professional, knowledgeable, meticulous in understanding my position, my needs and my attitudes (inconsistent doesn't even start to cover it). Oh yes - and they're very patient!

AlaneFairhall

For Over 20 Years

Finances are not short term goals and need to be considered long term in most cases. I have been most fortunate in that I have been a client of Greene Financial Services for many years. The assistance with mortgages and investments, together with financial planning has been "spot on". I have been extremely lucky that I have steadily progressed and with the Greene team advising me regularly, I am content with my current position. Any queries or concerns are discussed and explained clearly, options given and decided upon and Greene Financial Services take care of everything. The guys work closely with the other relevant professionals, i.e. my accountant, employer and work most things out on my behalf, certainly with no dramas to date.

Great job. The very best.

anko101

Wealth Planning Review Feb 2014

The process is extremely valuable in helping me understand the options for retirement income planning as well as how to make the most of my current income to provide for later years. The new software is very, very good for data visualisation - highly recommended for anyone who wants to understand alternative income/financial scenarios over long time periods. As always, helpful, responsive and coherent service from the Greene team. If I could make any improvement, it would only be to say that information about tax on various different types of income can be kept even simpler - I'm happy to know that any given course of action is the most tax-efficient, but I don't need to try and get my head round the maths.

rmholmes

Richard Whitmarsh, Green & Co.

I have been advised by themĀ for over 12 years, for general financial planning but also in particularly for mortgage and ISA advice, and have always been satisfied by their breadth of expertise and coverage. They are very responsive in handling queries and concerns and I would happily recommend them to others.

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