

Suzanne's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 3 )
Pensions ( 24 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 29 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 4 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 9 )
£100k - £200k ( 9 )
£50k - 100k ( 3 )
( 1 )
Up to £50k ( 5 )
Repeat review
by a verified client in Midlothian
5 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Suzanne Gray helped you since your last review?
We did some further reviews of our pensions and alerted Suzanne to the possibility of Andy (me) switching on the drawdown from my pension sometime during late 2020 if I don't want to go back to full time contracting. Suzanne said this would be feasible and to let her know when this might be likely to occur.
Repeat review
by a verified client in East Lothian
5 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Suzanne Gray helped you since your last review?
Suzanne has been very helpful in setting up our company pensions. She has always been available on the end of the phone as and when required and nothing is ever an issue.
Repeat review
by a verified client in Midlothian
5 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Suzanne Gray helped you since your last review?
Hassle free investment. Arranged for investments to be in ISAs .
Repeat review
by a verified client in Midlothian
5 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Suzanne Gray helped you since your last review?
She has always kept us up to date on my finances, and has answered any questions I have asked thoughtfully and helpfully. She has handled my investments with excellent skill.
Repeat review
by a verified client in Midlothian
5 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Suzanne Gray helped you since your last review?
No change from above comments. We are still completely satisfied.