Graeme's reviews
Reviewed for
Insurance and Protection ( 15 )
Pensions ( 165 )
Retirement income (annuities, drawdown) ( 139 )
Investments and Savings ( 173 )
Pension Transfers - Non Specialist ( 32 )
Inheritance Planning ( 71 )
Long Term Care ( 12 )
Pension Transfers - Specialist ( 24 )
Financial Planning ( 147 )
Financial Mentoring ( 24 )
Financial Coaching ( 5 )
( 3 )
Reviewers' assets
£500k+ ( 84 )
£200k - £500k ( 35 )
£100k - £200k ( 10 )
Up to £50k ( 2 )
( 2 )
£50k - 100k ( 13 )
Review
by a verified client in Midlothian
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A wish to transfer public sector final salary pension to an earlier available money purchase pension.
How has Graeme McInally helped you?
Over the padt few years I've built up a fantastic relationship with Graeme. He's always available to assist with my retirement needs and I know I'm in very safe hands having him as my adviser and his company also.
Have you seen the outcome you were hoping for?
Yes, I've seen my investments perform better than expected during the time of my relationship with Graeme and his company.
What could they have done better?
Honestly can't think of a single thing they could have done better.
Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need for financial advice and inheritance planning
How has Graeme McInally helped you?
With sound advice and good IHT planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
In my experience nothing
Review
by a verified client in Fife
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially having savings that should be managed. Then widowhood.
How has Graeme McInally helped you?
Advice and put various plans in place.
Have you seen the outcome you were hoping for?
Yes, regarding goals so far.
Review
by a verified client in Midlothian
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to rationalise and consolidate our savings and pensions.
How has Graeme McInally helped you?
Graeme has helped us by providing very sound financial advice and support in an exceptionally professional and friendly manner.
Have you seen the outcome you were hoping for?
Yes, absolutely
What could they have done better?
There is nothing that could have been done better
Review
by a verified client in East Lothian
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Business sale.
How has Graeme McInally helped you?
Holistic wealth planning.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Not aware of anything.