Testimonials

WHAT THEY SAY

See what our clients have been saying about us.

We are very confident with Greg's financial advice and support. He has provided us with solutions and planning both short and long term. Greg is extremely personable, very approachable and is very reactive when we need him. We would have no hesitation in recommending Greg and his services.

We have both been clients of Gregs for several years now and find it convenient that he will do house calls, at times that suit us perfectly.
We have found him to be a wealth of knowledge and seems to know the financial business well, and continues to update himself with new policies and procedures, then he updates us if he feels there is something that he feels might benefit us by changing or amending our investments.
We find Greg easy to talk to and he seems to understand our needs well. We wholeheartedly trust him, hence that is why we remain with him, now that he has started his own financial business, and will continue to do so.

We have known Greg for a number of years, after meeting him through the financial network we worked for and that Greg had joined. During that time he impressed with his professionalism, financial services knowledge, putting his clients first and his passion for giving good advice to his clients. This is why we chose to ask Greg to look after our own financial planning when we retired 4 years ago. For us, Greg manages an investment fund that provides a pension income, alongside a pure investment. He has provided sound advice and excellent service and we trust Greg implicitly, which prompted us to recommend Greg to close friends who needed a trustworthy Financial Adviser.

Greg has been a fantastic source of financial information and advice over recent years in the movement and growth of my personal and business pensions. He has always taken the time to explain options fully, and I am truly grateful for the efforts he has made in providing confidence for my own understanding, but also developing the trust that I can depend on in such important personal matters. I can highly recommend his services and know that he will always go the extra mile to assist in any way possible”

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Where we are

Belfield House, Poltimore, Exeter, EX4 0AE

Probert Financial Ltd is an appointed representative of 2plan wealth management Ltd. It is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.org.uk) under reference 940827.

Registered office: Unit 11 Hunthay Business Park, Axminster, EX13 5RJ.

Registered in England and Wales Number: 12500388

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