Rory's reviews
Reviewed for
Insurance and Protection ( 13 )
Pensions ( 63 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 36 )
Investments and Savings ( 57 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 26 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 57 )
Financial Mentoring ( 3 )
Financial Coaching ( 5 )
( 2 )
Reviewers' assets
£500k+ ( 27 )
£200k - £500k ( 14 )
£100k - £200k ( 6 )
Up to £50k ( 1 )
Review
by a verified client in Aberdeenshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted someone we could relate to as a couple
How has Rory Craig helped you?
Provides clear guidance and has built a good personal relationship
Have you seen the outcome you were hoping for?
Apart from recent market turbulence, yes
What could they have done better?
We have no issues
Review
by a verified client in Aberdeenshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement
How has Rory Craig helped you?
Planning for retirement
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
2 months ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
My need to have a professional IFA manage my pension fund.
How has Rory Craig helped you?
Provided what I believe has been generally good advice on the configuration of my portfolio Provided a seamless interface with the Pension platform provider Provided good ancillary advice on other more general financial planning issues / queries Provided some more general support on setting up and running a small consultancy business and provided support as required to my accountant.
Have you seen the outcome you were hoping for?
Largely yes.
What could they have done better?
Very little. My only real niggling concern, which may well be unfounded and unfair, is to be 100% confident that the advice is genuinely 'independent'. There is always going to be a very slight concern that any advice that retains funds in the pension, as opposed to taking it from elsewhere, could be driven by a 'vested interest'. There is, however, little or no evidence of this.
Review
by a verified client in Aberdeenshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband was already a client
How has Rory Craig helped you?
Rory has given me advice re pension and future financial planning in language that I understand
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nil
Review
by a verified client in Aberdeenshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Rory Craig helped you?
He explained tax and investments
Have you seen the outcome you were hoping for?
Yes