Rory's reviews
Reviewed for
Insurance and Protection ( 14 )
Pensions ( 73 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 40 )
Investments and Savings ( 66 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 30 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 65 )
Financial Mentoring ( 3 )
Financial Coaching ( 5 )
( 3 )
Reviewers' assets
£500k+ ( 34 )
£200k - £500k ( 15 )
£100k - £200k ( 6 )
Up to £50k ( 1 )
Review
by a verified client in Aberdeenshire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension management and retirement planning
How has Rory Craig helped you?
As above
Have you seen the outcome you were hoping for?
Yes, I am in a good financial position - which I believed I was in, but it was good to get confirmation and advice for my retirement planning and have a more active pension management,
What could they have done better?
Explanation of fees
Review
by a verified client in Aberdeenshire
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to pool all my pensions together
How has Rory Craig helped you?
Sorted everything out
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, Rory explains things in simple terms so I understand what he is talking about
Review
by a verified client in Aberdeenshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had additional funds that needed to be better invested as well as pension funds.
How has Rory Craig helped you?
Built a financial portfolio for me and my wife, invested my pension and developed a retirement plan for us both.
Have you seen the outcome you were hoping for?
So far, yes. The markets have taken a number of 'hits' along the way but Rory's advice and guidance has been sound.
What could they have done better?
Difficult to say as the only issues have been external market factors - Russia Ukraine war, US tariffs, etc.
Review
by a verified client in Aberdeenshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Personal private pension planning.
How has Rory Craig helped you?
I have been able to retire earlier than I thought possible.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review
by a verified client in Aberdeenshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To provide confidential, independent advice on our pensions and retirement planning.
How has Rory Craig helped you?
By providing sound financial advice.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
We are very satisfied with the service Rory has provided over the years.