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Testimonials

WHAT DO OUR CLIENTS SAY ABOUT US?

Client Feedback

K.B.

Clayton Le Woods

I have known Greg for a number of years, as our professional financial adviser, as an advertiser with our publishing business, as a client for my public relations consultancy, as a customer and a personal friend. 

In terms of his business dealings, he is the consummate professional, his knowledge of and application to 'all things financial' is second to none. 
In delivering sound advice, he leaves no stone unturned, his attention to detail is outstanding yet he is able to explain his conclusions with confidence and assurance - at a level even I can understand. I have complete trust in his conclusions and financial suggestions.

I would have no hesitation in recommending Greg Heath as a financial adviser in any corporate or personal capacity, as appropriate.

A.C.

Leyland

Bishops Financial Planning are new to me but I have been taking a close look after I was mad aware that Greg Heath has joined them. In his previous role he took both mine and my wife’s various pensions and put them into two portfolios. With his passion and finger on the pulse of the complex financial world grew both very well, so well it has enabled me to take early retirement last month at 55. Greg’s advice is sound and puts it in a way that you understand. I have no doubt that BFP will be in safe hands with Greg on board, I will be contacting them soon regarding investment opportunities.

G. W.

Leyland

I have known Greg for many years and he has helped both myself and my wife in our retirement planning. Prior to first contacting him we had found the world of pensions and investments quite daunting and in fact had put off seeking advice as we thought it would be too challenging. We had assumed, like most, there would be difficult questions and mountains of forms to be filled in full of legal and accounting jargon ….. nothing could have been further from the truth. From our first meeting Greg put us at ease and with his warm friendly manner explained everything to us in clear terms in a way we understood. We never felt pressured and every question we had was clearly answered. We now know exactly where our investments are and how they are performing and with Greg’s financial projections are confident our financial future is assured. Over the years our needs and our retirement plans have changed and we’ve required further advice, Greg has always been on the other end of the phone to talk to or to make those changes. If you’re looking for jargon free, clear, sound advice then we couldn’t recommended Greg highly enough.

G. P.

Blackburn

Between Greg & Indira I now feel in a very informed position regarding SIPP's and feel confident putting my financial planning in their hands.  Its also refreshing to be advised NOT to do anything right now and to revisit things in the near future.

Testimonials