Graeme's reviews
Reviewed for
Insurance and Protection ( 14 )
Pensions ( 120 )
Retirement income (annuities, drawdown) ( 100 )
Investments and Savings ( 127 )
Pension Transfers - Non Specialist ( 23 )
Inheritance Planning ( 53 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 16 )
Financial Planning ( 109 )
Financial Mentoring ( 18 )
Financial Coaching ( 4 )
( 2 )
Reviewers' assets
£500k+ ( 59 )
£200k - £500k ( 28 )
£100k - £200k ( 5 )
Up to £50k ( 1 )
£50k - 100k ( 9 )
( 1 )
Review
by a verified client in West Lothian
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To seek professional advice on securing the best investment of monies as a low risk investor
How has Graeme McInally helped you?
By recommending the best options available.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
As a low risk investor I am satisfied with the steady growth shown to date on my investments
Review
by a verified client in Midlothian
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was retired and was looking for an adviser to ensure my money was managed well and Graeme was recommended to me by a good friend.
How has Graeme McInally helped you?
Graeme always takes time to look at my individual circumstances, go through my financial plan and suggest any amendments.
Have you seen the outcome you were hoping for?
Absolutely, Graeme always has my best interests at heart and looks at ways that can maximise my income and protect my investments.
What could they have done better?
Nothing at all, I am delighted with the help and support Graeme provides.
First impression
by a VouchedFor user
11 days ago
Overall
Please provide a brief comment about your experience with Graeme
Find Graeme very professional and extremely knowledgeable in his work as a financial advisor. He explains matters in a manner that is clearly understandable to a non financial person.
Review
by a verified client in East Lothian
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Untidy financial assets; unplanned and unbalanced investment portfolio.; seeking clarity and justification for future planning.
How has Graeme McInally helped you?
He has listened and talked about my life situation, and helped me refine my objectives; and from that, to recommend steps to correct imbalances and to implement that progress.
Have you seen the outcome you were hoping for?
Yes., there has been good progress on most “fronts”.
What could they have done better?
I am not sufficiently knowledgable to answer this about my investments, but I am not at present concerned.
Review
by a verified client in West Lothian
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After receiving an inheritance payment
How has Graeme McInally helped you?
Graeme always makes everything easy to understand and is very approachable. He is very knowledgeable and this gives me piece of mind regarding my investments
Have you seen the outcome you were hoping for?
Yes and more
What could they have done better?
Nothing that comes to mind