Brian and Karen

Karen  
Hi. My name is Karen Stevenson, and this is my husband, Brian Stevenson. We have been members of Waterbridge for seven years, and we’re with Greig Godfrey.

Brian
We contacted Greig at Waterbridge because I had an opportunity for early retirement from the company that I worked for; however, I needed financial advice to be able to do it

I initially met Greig because I contacted a different financial services business after looking online. Greig came to the house, introduced himself, and explained what he could do for us. When talking with Greig, I knew he would be the type of person we could work with.

Karen  
Greig puts everything in plain, simple terms, and you can rely on him. He’s such a nice guy.

Brian
He is also a family man, and we connected on that level. When he left the financial company he was working for and set up Waterbridge, I jumped at the chance to stay with him because of the way we communicated with each other.

The advice we’ve received from Greig is related to my personal pension and my wife’s National Health Service pension. We’ve also moved house a couple of times, so he’s been able to help with mortgage advice. He also advised my daughter when she was moving properties with mortgage advice, and he’s helped us with any lump sum payments and tax-free advice as well.

Karen  
The best thing about working with Greig is he explains everything in simple terms, and you feel like you can trust him; he’s just a gentleman.

Brian
I find it absolutely fantastic because no matter what time of the day or night I phone him, I know he will always ring us back. If he doesn’t ring us back straight away, I know for a fact it will be shortly afterwards. He’s always there to advise us.

Karen  
It’s given us confidence. To know that we can just speak to him whenever we need to if we have any problems about anything where money’s concerned; he’s very good.

Brian
My financial future is looking very rosy, and that’s purely down to Greig. With the advice we’ve received from him, we’ve been able to plan for holidays and help our family out while enjoying our lives.

Karen  
How do I feel about putting my confidence in Greig? There’s no two ways about it. I know that if anything were to happen to my family or Brian, I’d be able to rely on him.

Karen  
Three words that I would choose to describe Greig are honest, reliable, and trustworthy.

Brian
The best piece of advice that Greig’s given me is to enjoy my life, and he will take care of the finances.

Karen  
I would recommend Greig and the team because he is a guy who can really be trusted, and he puts you at ease. If you don’t understand what he’s talking about, he’ll explain it to you in normal terms.