Rachael Graham

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

We had another advisor who then retired and recommended Rachael to us.

How has Rachael Graham helped you?

She has helped us keep abreast of our income and pensions. And thoroughly explained to us what we need to do to keep on track.

Have you seen the outcome you were hoping for?

Yes, Rachael makes of this with clear instructions for the next step.

What could they have done better?

I believe Rachael has done her best for us and needs to continue doing this.

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

I needed a personal pension as I was not paying into any employer's scheme.

How has Rachael Graham helped you?

Recommending the best funds, providing projections of future income, always ready to help with friendly, professional advice.

Have you seen the outcome you were hoping for?

Yes. Just beginning to draw down from a pension fund and looking towards future investments

What could they have done better?

Nothing

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

Requiring pension advice regarding taken 25% tax free and changing from an annuity.

How has Rachael Graham helped you?

Rachael, was very down to earth, knowledgeable, easy to talk too, most importantly she listened to our needs and gave advice based on that information. Rachael fully explained all the information at every stage. It was a pleasure dealing with her and wouldn’t hesitate to recommend or use again in the future.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, everything went smoothly

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

My pension had matured and I wanted it to be reinvested until I was ready to draw it.

How has Rachael Graham helped you?

She has advised me in an understandable and sympathetic manner with clear explanations.

Have you seen the outcome you were hoping for?

Yes so far so good.

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

Looking to potentially drawdown pension

How has Rachael Graham helped you?

Showed options, put my mind at ease and answered all my questions.

Have you seen the outcome you were hoping for?

Yes. Very helpful.