11.2 Financial Planning

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Reviews

1. leeson antrobus ★★★★★

   greg is patient, understanding and amazing at making sure we understood what we were going to do. If you need anything important to do with your future, speak to Greg

   almost 6 months ago
2. Patricia Sterndale ★★★★★

   Greg Moss has been personally looking after my finances for over ten years. I am now of an age where it is important to have someone you trust looking after your investments so that I can feel financially secure. He is always friendly and helpful. He is patient in explaining things I don't understand and responds quickly if I have any concerns. He has provided expert and profitable advice on my investments, and I have recommended his services to a number of friends.

   1 year ago
3. Andrew Stone ★★★★★

   I deal with Greg and so far I've been extremely happy not only with the ease of communication but the attention to detail and thoughtfulness in responses. My questions around the investments are answered efficiently and gives me confidence that my money is in good hands. I highly recommend 11.2

   1 year ago

1. LM ★★★★★

   Greg has been my Financial Advisor for around 7 years. As someone who is not confident in the complexities of financial planning, having Greg take care of my pension fund has been hugely reassuring. It is obvious that Greg has a very deep understanding of pensions and financial planning, he really knows his stuff, yet in our reviews Greg explains what I need to know in an easy to understand manner. He is able to take complex financial matters and make them easy to understand and relevant to me. Greg understands what I need from my pension and financial planning and has created a portfolio which gives me real comfort for the future. On a more personal level, Greg is very easy to work with and I feel he always has my best interests in mind. I have no hesitation at all in recommending Greg to anyone who needs financial advice.

   1 year ago
2. eve graham ★★★★★

   If, like me, you are somebody who has recently retired and is looking to plan and make decisions about their financial future and is wondering where to go for advice you can trust, Eleven.2 and Greg Moss in particular, provide an excellent service. I can not praise Greg enough for his wise, knowledgeable, and balanced approach to the complexity of money matters, mixed with a respectful, kindly and listening manner to his client, bringing confidence and positivity to the customer-advisor relationship. Starting with face to face meetings and an analysis of my risk profile, Greg has helped me create a portfolio that includes careful spending and investment over time, offering a secure budgeting road map for me and my children and opening up possibilities in the present and into the future. Greg has helped me with my pension applications and online accounting and banking matters, not to mention pointing me in the direction of reliable people for drawing up a will and a power of attorney. I feel happy and safe with Greg's honest, thoughtful and personal financial advice, tailored to my circumstances, and I am grateful for his consistent availability and patience before all my queries.

   1 year ago
3. Lorrie Hayman ★★★★★

   Greg is a wonderful financial planner! He’s very personable and helps us understand the investment process. He helped us to set our financial goals and understand how risk adverse we are as investors. We’re novices at financial planning, but Greg is reassuring, and carefully explains the longer term market trends that impact our investments. We’re impressed with how our portfolio is progressing - we highly recommend Greg!

   almost 3 years ago

1. Chris Jay-White ★★★★★

   Having been supported by 11.2 Financial Planning in managing my investments for some time, I would highly recommend there services!! Always attentive and responsive, with a very personable and friendly approach.

   almost 3 years ago
2. Charlotte Denton ★★★★★

   As a couple in our late 20’s we we’re looking for a financial planner in the UK who was willing to discuss FIRE (financial investment retire early) strategies and run ‘what if’ scenarios to help us shape our actions. We found 11.2 on twitter and the rest is history. Greg showed us a variety of services that he had to offer with crystal clear fees (unlike other financial planners that we had meetings with). He then sent us a link to assess our individual risk profiles. Once completed we met on zoom and began investing based on our risk tolerance profiles. Greg also showed us how to use Voyant to help visualise future goals and to run a variety of ‘what if’ scenarios. This has really helped to make informed decisions knowing the short, medium and long term impacts of changing variables (like moving house, having children and changing incomes at different stages of life). Since we starting investing with 11.2 whenever we have a question or query, we always get a swift and helpful response. Thank you to Greg and the team!

   almost 4 years ago
3. Jay Smith ★★★★★

   I have a tax / finance background and like to dabble with my own investments, but I couldn’t be happier with the decision to move my assets over to 11.2. Super knowledgeable and responsive. Focused on my goals as well as total returns. A down to earth team with lots of experience and none of the old school fussiness some advisors have. Oh and great fee structures too!

   almost 4 years ago

1. Dave Crewe ★★★★★

   I've been getting my financial advice from Greg for quite a few years and have always found him and his team to be professional, responsive, friendly, and always willing to go the extra mile for me. I wouldn't go anywhere else!

   almost 4 years ago

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