Graham Wingar

First impression from a user who is not yet a client

November, 2017

Please provide a brief comment about your experience with Graham

Thorough explanation of his thought process

First impression from a user who is not yet a client

November, 2017

Please provide a brief comment about your experience with Graham

Relaxed and professional meeting

Review from verified client

October, 2017

What were the circumstances that caused you to initially look for an adviser?

needed advice and help with property.

How has Graham Wingar helped you?

graham was very helpful in what i wanted to achieve.

Have you seen the outcome you were hoping for?

yes.

Review from verified client

October, 2017

What were the circumstances that caused you to initially look for an adviser?

Long term investment and pension planning.

How has Graham Wingar helped you?

Advised on the best options for growing and managing both pension and investments.

Have you seen the outcome you were hoping for?

To date, yes. We bave regular updates and meetings with Graham.8.

What could they have done better?

Nothing comes to mind.

Review from verified client

October, 2017

What were the circumstances that caused you to initially look for an adviser?

I divorced in 2012, and needed advice on how to use my divorce settlement wisely.

How has Graham Wingar helped you?

Graham is professional yet personable adviser, and strikes the right balance of trust and confidence in financial investing. He gave me my options .,,the pros and cons of / sharedealing. I was able to make an informed decision on my next financial step . At the time, I was extremely worried about losing what little I had accumulated ... but Graham was able to reassure me , and I trusted his e perience.

Have you seen the outcome you were hoping for?

Yes, my investments are doing well. I hope they continue to do so in the long term. He is always available for advice and I know I can discuss and worries with him at any time.

What could they have done better?

Graham explained my options clearly from the start. ..and short term, my investments are doing well. This is because he knows the importance of a solid trustworthy relationship through open communication. Therefore, Graham seems to be hitting the right balance .

Review from verified client

October, 2017

What were the circumstances that caused you to initially look for an adviser?

Due to retire soon.

How has Graham Wingar helped you?

He offered great advice on what next to do with my pensions.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

October, 2017

What were the circumstances that caused you to initially look for an adviser?

I inherited some money and looked to use some as a deposit for a mortgage and to invest the rest.

How has Graham Wingar helped you?

He found me a great mortgage and invested the rest, talking me through it every step of the way and explaining anything I didn't understand.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing - he was great.

First impression from a user who is not yet a client

January, 2015

Please provide a brief comment about your experience with Graham

First impression from a user who is not yet a client

December, 2014

Please provide a brief comment about your experience with Graham

Graham was not available but luke contacted me with advice.

Review from verified client

May, 2014

How has Graham Wingar helped you?

Grahams' knowledge and skills have been invaluable to me since setting up my own business two years ago. It can be quite intimidating finding the right help as I know very little about financial planning. Graham is a very honest guy and I feel this is his greatest attribute, he has helped has helped me safeguard mine and my partners incomes were we to become ill and not able to work, secured our mortgage and given us advice on pensions and savings.

Review from verified client

May, 2014

How has Graham Wingar helped you?

I didn't really know anything about my savings and pensions apart from that I had some. Graham has helped me gain order into my provisions and I now feel that I understand what they are doing. I feel confident that my money is now being managed with best intentions and that all my investments are tailored to my requirements. I would recommend that anyone looking to understand their pensions and savings contact Graham.

Review from verified client

May, 2014

How has Graham Wingar helped you?

I didn't really know anything about my savings and pensions apart from that I had some. Graham has helped me gain order into my provisions and I now feel that I understand what they are doing. I feel confident that my money is now being managed with best intentions and that all my investments are tailored to my requirements. I would recommend that anyone looking to understand their pensions and savings contact Graham.

Review from verified client

April, 2014

How has Graham Wingar helped you?

Graham has taken all of my financial stress away and now provides regular simple updates on my position and I am comfortable with where I am heading.

Review from verified client

April, 2014

How has Graham Wingar helped you?

Graham takes the time to listen to what you want, he then works with you to give you the best advice based on your needs. He also takes the time to explain things in plain and simple language. Graham is really professional in attitude and is warm and friendly so you feel at ease discussing your finances with him. His wealth of knowledge about the produces is very assuring. I would thoroughly recommend talking to Graham if you have any financial requirements.

Review from verified client

April, 2014

How has Graham Wingar helped you?

Very Professional Service , went the extra step to ensure that the new pension scheme was clearly explained to Store Managers, offered assistance at every stage to keep the process moving

Review from verified client

April, 2014

How has Graham Wingar helped you?

Graham was excellent at taking time to explain everything to us and taking time to listen to our situation and suggesting the best offering for our needs instead of trying to push something which wasn't great for us. It allowed us to make the right choices for our pensions etc.

What could they have done better?

We don't feel there is anything that could be improved on due to us being satisfied with the products and service.

Review from verified client

April, 2014

How has Graham Wingar helped you?

Graham has the patience to explain everything in detail to me every time have to contact him and ask questions. He has helped me to understand about pensions and keeps in regular contact with me. I trust graham to give me the best advice at all times.

Review from verified client

April, 2014

How has Graham Wingar helped you?

Graham is very personable and trusting. He is knowledgable and credible and communicates his advise in a way that is understandable - particularly if you are not conversant in financial talk!

Review from verified client

April, 2014

How has Graham Wingar helped you?

Everything was clearly explained in a way that made sense. I now feel there is direction in my pension planning leading up to retirement.