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Case Studies

Andrew Marsh

Andrew is an experienced business leader.  He has a portfolio of interests including business mentoring and coaching, as well as several Non-Executive positions.

He came to Greenarch when his previous financial planner was bought by a large national consolidator.

What attracted you to working with Greenarch?

What sets Greenarch aside from the other financial planners you have worked with?

Has Greenarch given you a clear vision of the future?

Do you feel you are getting a tailored service to your unique needs

Would you recommend Greenarch to others?

Les Archibald

Les is a retired insurance underwriter who worked for a range of large UK and European insurers. His previous adviser retired and recommended that he transfer his affairs to Greenarch.

What was your main reason for choosing Greenarch?

How do you find the information provided by Greenarch?

Would you recommend Greenarch to others?

Are Greenarch easy to deal with?

Velvet Kearley-Heywood

Velvet is based near London with her husband and family.  They have been long standing clients of Greenarch.

What has been the most useful thing in working with Greenarch?

How do you find the information provided by Greenarch?

Do you feel you are getting a personalised service?

Would you recommend Greenarch to others?

Lady Devonport

Lady Devonport lives in the Tyne valley and has been a long-standing client of Greenarch.

How important is it to have a close relationship with your financial planner?

Do you have confidence that Greenarch work in your best interests?

How do you find the information Greenarch provide to you?

Do you feel you are getting a tailored service to your unique needs

How important I trust to you?

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