The adviser (Richard Clatworthy) was very helpful and friendly and behaved in a professional manner. The adviser explained the differences between a Lifetime ISA, a SIPP and a personal pension. The adviser sounded very knowledgeable about personal pensions.
(NB Grayside received the top mark of 33/35 in the survey carried out by Financial Adviser and published on 14th June 2018. This is the third time Grayside has been surveyed by the paper and we also received the highest score on both previous occasions in December 2003 and July 2011).
- SHOPPERS CHOICE verdict by Financial Adviser newspapers Mystery Shopper Survey June 2018
Hi Peter, Just to let you know we have had some nice feedback from Friday [from the company’s staff following Peter’s workplace pension scheme presentation to all employees]:
“I found his talk super interesting and that he’s a fantastic speaker.”
“It was such a useful session! Really liked Peter’s approach as he made it understandable to even me who has no attention span whatsoever.”
- A Ltd, London May 2018
Dear Elaine. Thank you for your excellent service, and for producing such a competitive quote.
- Paul, Addlestone January 2017
Hi Mark. Thank you. It’s so nice dealing with someone that knows their stuff and is efficient.
- Kevin, Isle of Wight September 2017
I wish there were more lovely people on the planet like you [Joe] !!!! Thank you.
WONDER WOMAN [Elaine] !!!!!! Thank you. Really appreciate all your help.
- Pauline, West Byfleet July 2017
We have been clients of Grayside for 10 years since we retired and have been very satisfied with the advice and service they [Richard] have provided with regards to pensions and savings. We have recommended them to friends for advice.
- Tina & Bill S, Epsom May 2017
Hello Mike, Thanks for this [arranging a pension drawdown cash release]. Your office were brilliant and kept me informed by phone, so no problem. Actually it is quite nice to talk to a person [rather than email] sometimes!
- Mrs C, Hitchin August 2016
Dear Bill, Thank you so much for all your assistance and for the incredibly quick and efficient way you arranged this insurance for me. It really is very much appreciated. I will certainly take your advice and go carefully through the policy to ensure that we are not in breach of any warranties. Thank you so much again for arranging this.
- Mr T, Dubai July 2016
Completed yesterday. Derek, many thanks for all your help on this. You were extremely positive from the off and helped to clarify our thinking, so we're extremely grateful.
- Mr & Mrs R, Leatherhead March 2016
I rang around quite a few companies to get a quote for my personal training company, and Grayside was the cheapest. The broker I was assigned, Rob, was very patient in gathering my requirements, and put together a bespoke policy that I have had for almost a year. I speak to him regularly to ask clarification questions on the policy, and he is always keen to help. Would not hesitate to recommend and will continue to use them in the future.
- Mr C, London March 2016
Sissi and I have known Chris who has been looking after our investments for more years than we can remember. He has looked after us very well.
- Mr U, Bromley July 2015
Peter, Thanks for all your advice and help with the mortgage over the weeks, especially as things kept changing. It was really useful being able to discuss things at work too, not sure how Id have managed if I had to use someone else.
- Mr W, London, E14 July 2015
Excellent, prompt service over many years.
- Mr F, Suffolk July 2015
Derek, Just to say a big thank you for all of your help with our mortgages. Both have been completed and we are looking forward to the reduced monthly payments!
- Mr & Mrs E, Dartford June 2015
Derek, Thank you for your superb service to date is has been really straightforward and I appreciate the care and attention to detail you have shown.
- Miss B, Epsom June 2015
An excellent service. Peter Bloom came to our house and discussed our options. I am now enjoying Pension Drawdown and the income stream from our Buy to Let.
- Mr J, Claygate May 2015
Dear Richard. Thank you for recommending this investment which proved very profitable over this time period.
- Mr E, Worcester Park April 2015
Dear Derek, thanks for this [mortgage offer] and for all that you have done over the last few months! What a journey - we owe you an enormous debt of gratitude.
- Mr L, London March 2015
We felt comfortable talking to Mark about what we wanted to achieve with our investments and he explained our options clearly.
- Mrs F, Carshalton March 2015
David, I am very much indebted to you for all the work youve done in taking care of my investment portfolio and for the work you continue to do concerning its present and future direction.
- Mr G, New Malden February 2015
I have always received timely, useful and beneficial information that has helped me with my financial planning. I believe the information and advice received to be impartial and honest.
- Mr D, Dorking February 2015
A good personal service, carried out in a friendly way, giving the investor every opportunity to ensure what is right for them.
- Mrs S, Sevenoaks January 2015
I am very happy with the service I am getting and would be pleased to recommend Grayside to any of my friends.
- Mr K, Kenley January 2015
Hello Derek, I cant thank you enough for all of your sterling work on my behalf and for making my new home possible, you are very much appreciated. Many thanks and my very best wishes.
- Miss C, London December 2014
I would not hesitate to recommend our financial adviser, Peter Bloom from Grayside. Throughout our mortgage process from start to finish he has provided us with an A1 service. Nothing was ever too much for him even though our situation was not straightforward. Thank you Peter!
- Maria T, Crawley November 2014
Hi Peter, Thanks for all of your help in getting this up and running [Pension Drawdown Income]. The assistance has been immense and has hopefully set the family in a secure financial position. Thanks again. Tony
- Mr B, Twickenham November 2014
I recently contacted Grayside Financial Services with regards to contents insurance. I have been speaking with Martin and he is a credit to the team! Unlike comparison sites, Martin has been giving me lots of useful advice and has taken the time to carefully explain the cover available to me - highly recommend their insurance department.
- Ally, Epsom November 2014
Fab service thanks Bill and also thanks to Elaine. [re Ex Pat Property Insurance]
- Mrs F, Dubai July 2014
Dear Bill, I have always found Grayside to be very competitive when it comes to my insurance renewal. Also, on the occasion that I have had to make a claim, they have been nothing but helpful with this.
- Mr I, London, SW8 July 2014
Derek, Just wanted to thank you again for your assistance [with my mortgage]. You and Grayside have been the most helpful (and seemingly sane) people involved throughout!
- Mr G, Epsom July 2014
Derek, We completed on Friday. . . we are now home owners! Thanks for all your help. Youve been a star and I have recommended you to all of my friends who are looking to buy.
- Mr G, Epsom July 2014
Bill, Normally I find that most contact with insurance companies or brokers to be quite painful but this experience was the opposite. Quick application, jargon free and straight to the point. The price quoted was more than reasonable and I will be recommending Grayside in the future!!!
- Mr McD, Devon July 2014
Ive been using Grayside for mortgage and insurance on my small portfolio of rental properties for around 15 years now. They are utterly reliable, hard working and competitive in the modern market. I dont even bother taking my business anywhere else.
- Alex, Oxfordshire May 2014
We have always found the service and knowledge of Grayside to be first class. Their honesty and professionalism is without question and we truly appreciate all the expertise they have offered us. Well done.
- Mr & Mrs W, Rainham, Kent May 2014
Thats great news [mortgage completion]. Thank you so much for all your help Peter. We have really appreciated it! Wish we had found you years ago - would have saved us a lot of money!
- Mr O & Miss J, East Dulwich March 2014
Mike, Just a line or two to express our very sincere thanks for your advice today. You were so patient with all our questions; giving answers in simple, easy to understand, terms. We are particularly appreciative of your patience and understanding in explaining in lay-mans terms of issues that were of concern to us; albeit not directly associated with prime issue of the AVCs. We feel much more confident in being able to face retirement, now that we understand the bigger picture of all the implications (and limitations) that multi pensions entail. Thank you again!
- Bob & Christa , London August 2013
Mike, Just a couple of lines to express our sincere appreciation for your valued visit today. Having had time to allow your input to sink in over the day, we are really relieved, that with your help, everything is starting to come together . Thank you again. Best regards.
- Bob F, London July 2013
Congratulations on the award of corporate Chartered Financial Planners status. Chartered titles are jealously guarded by professional bodies and are not awarded lightly. Chartered status therefore brings with it a number of serious obligations. A Chartered title is not simply recognition for staff having passed examinations.
The title Chartered Financial Planners is a public declaration that the advice given by your firm:
is of the highest quality
is based solely on the researched needs of the consumer
is provided by someone not exceeding their level of competency
A Chartered title is therefore a commitment to an overall standard of excellence and professionalism.
- The Chartered Insurance Institute (CII), London April 2013
SHOPPERS CHOICE verdict by Financial Adviser newspapers Mystery Shopper survey (July 2011)
The adviser (Mark Edwards) had a full picture of saving for a mortgage and the property market in London. The shopper felt very comfortable with the adviser and would definitely look into setting up a meeting.
(NB Grayside received the top mark of 31/35 in the survey carried out by Financial Adviser and published on 7th July 2011. This is the second time Grayside has been surveyed by the paper and we also received the highest score on the previous occasion in December 2003).
- Mystery Shopper survey by FTs Financial Adviser newspaper, London July 2011
SHOPPERS CHOICE verdict by Financial Adviser newspapers Mystery Shopper survey (December 2003)
The adviser (Mike Seddon) clearly possessed a strong understanding of savings and particularly the nature of ISAs. The adviser inspired trust and confidence with his amiable and thorough approach.
(NB Grayside received the top mark of 18/20 carried out in the survey by Financial Adviser and published in December 2003).
- Mystery Shopper survey by FTs Financial Adviser newspaper, Surrey December 2003
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