Testimonials

I needed someone to handle my share of a pension from a divorce settlement, and Greenarch was recommended by a friend. They took control of the whole pension situation for me and protected me from all the unpleasantness and worry regarding the pension transfer.

This was greatly appreciated at such a very difficult time. Greenarch has been everything I hoped it would be. They are very approachable; they are efficient and patient when it comes to explaining things to me in a way that I can understand.

Ms A, Cumbria

Originally, I was looking for someone to help with the transfer of an old pension. Greenarch helped with this, and I was so impressed that I decided to ask them for advice on all my pensions.

Greenarch has provided excellent service and has enabled me to gain a much better understanding of my financial future. I now have the financial flexibility, visibility and control over my funds since I followed Greenarch's advice.

Mr C, West Sussex

I needed professional advice regarding monies left by my husband, and I picked the best people. Greenarch keeps everything on a level I understand and always gives advice when needed. I do not think they could have done any better.

Ms K, Sunderland

We wanted someone who could be trusted to manage our long-term portfolio, and Greenarch was recommended by a former colleague.

They have helped us with pension transfers, ongoing investment management and setting up family trusts. The outcomes have been better than expected.

Mr and Mrs B, Sunderland

I wanted to invest my money in ethical and sustainable companies and still get a reasonable return. Greenarch invested my money in the way I wanted. They kept me informed and gave sound and helpful advice at appropriate times. They gave information and advice with patience and in understandable language.

Rev H, Dorset

To invest the proceeds of a business sale & to set a personal financial plan, Greenarch has provided advice on various financial products. I am happy with the outcomes achieved. Greenarch has a very proactive approach and is always contactable for advice.

Mr H, Co Durham

Coming towards retirement I needed some independent financial advice regarding pension planning and investment. Greenarch talked me through a range of options and we discussed which were best suited to my needs for now and in the future.

I am very happy with the advice I received and Greenarch is supporting me on this pathway. This is an ongoing process of planning and review and Greenarch are always happy to make themselves available to address any thoughts or concerns. I am extremely happy with their approach, advice and action. I could not have asked for a better level of service.

Mr H, Gloucestershire

At the time of our retirement, Greenarch provided comprehensive financial planning tailored to our needs. Their approach is friendly and professional with a watchful eye on the important detail.

We are 100% satisfied with the service we receive. The service provided was first-class, and I could not identify areas of improvement pertinent to my experience.

Mr and Mrs H, Hartlepool

Sorted pensions out, putting a lot of effort in. Setting up an investment fund and saving tax. I have had excellent service.

Dr and Mrs E, Northumberland

On retirement, I sold my business and had significant funds to invest.

Greenarch advised my best course of action as a cautious investor, in line with my wish to enjoy reasonable returns whilst protecting my capital. I would find it hard to improve on the service I have received from Greenarch, whose honesty and integrity is beyond reproach.

Mr W, Sedgefield

I was coming to retirement age and wanted to have some long-term savings to fall back on, if needed, in my retirement. I met with Greenarch, and we sat down and discussed where my savings should go for short-term and long-term planning.

We worked out if I could afford to retire, and I am extremely pleased with the help I received. I retired due to the advice from Greenarch and have not looked back! Just wish I had done it sooner!

Mr and Mrs R, Newton Aycliffe

We asked Greenarch to help with planning for the future and investing in a pension. They offered friendly, knowledgeable and tailor-made financial advice. We have been pleased with the outcome - they could not have been better.

Ms B and Ms D, London

Previously one of the major banks was managing and investing for me but I transferred to Greenarch years ago and the service they have provided has been far superior to the bank. Greenarch has been very successful in investing and growing my capital over the years while also providing regular income for me across the years from the investments.

They are highly experienced and have proved to have a very wide range and depth of knowledge and expertise in the area of wealth management and investing. They always seems to be at the top of their game and right on top of everything.

Mrs L, Northumberland

I required a Financial Adviser to take care of my savings. Greenarch has always provided clear and helpful advice in a way that is easily understood. Over the years, we have developed a very good relationship, and they have provided me with excellent support and advice following a recent bereavement.

I am a cautious investor, but I am more than happy with the return the investments have given me. Greenarch is a genuine, honest, and reliable people. I can’t think of anything they could improve on. They keep in regular contact and are always available for advice.

Mrs E, Co Durham