Graham's reviews
Reviewed for
Pensions ( 9 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 7 )
Inheritance Planning ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 6 )
( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 1 )
Review
by a verified client in Lancashire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had retired and was recently widowed. I needed financial support to help me manage the changes in my financial circumstance.
How has Graham Morgan helped you?
I was worried I would feel rather intimidated by my lack of financial knowledge. Graham put me at ease. He did a very thorough initial assessment of my goals and my financial position. He took time to produce a carefully considered, bespoke investment plan to help me achieve my goals. He is a very good communicator and very professional.
Have you seen the outcome you were hoping for?
Yes. I feel very satisfied with the investment plan and the regular monitoring that is done to ensure it stays on track. Without that management I would have been very worried of the impact of Covid and Truss.
What could they have done better?
Nothing
Review
by a verified client in Lancashire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was introduced to Graham by a previous employer and have retained his services ever since.
How has Graham Morgan helped you?
Graham has used his considerable expertise to manage my pension funds.
Have you seen the outcome you were hoping for?
Absolutely, so much so I may retire a few years sooner than I had intended.
What could they have done better?
Nothing.
Review
by a verified client in Cheshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Employer decision many years ago.
How has Graham Morgan helped you?
Pension management/planning.
Have you seen the outcome you were hoping for?
Ongoing yes.
Review
by a verified client in Cheshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Considering the best options for personal pensions.
How has Graham Morgan helped you?
Graham has advised on the most appropriate pension and investment vehicles for my retirement savings.
Have you seen the outcome you were hoping for?
Yes. I am happy with the progress of my investments with Graham's advice.
What could they have done better?
Nothing springs to mind.
Review
by a verified client in Cheshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed expert advice
How has Graham Morgan helped you?
Has provided all the advice which was needed
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing