Graeme Melrose

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

Wanted to grow our pensions and saving wisely.

How has Graeme Melrose helped you?

He has advised on pensions, savings and consolidation of pensions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Provide more pens!!!

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

Looking for advice on how best to invest money and advice on pensions and financial help for the future.

How has Graeme Melrose helped you?

Graeme helped me to consolidate several pensions that I had and also provided advice on my currently employers pension fund to help me get the best return possible. He also reviewed all of my policies and provided advice around that as well as listening to our primary financial goals and longer term views.

Have you seen the outcome you were hoping for?

We are on a journey at the moment and looking forward to seeing the end goal in a few years time but we have a very clear view on what that looks like thanks to Graeme.

What could they have done better?

A check in mid-year on private pension to ensure that investment advice is still on track.

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

Needed to have a future plan for retirement

How has Graeme Melrose helped you?

Graeme had been very helpful and very explanatory

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Needed advice re pensions / investments

How has Graeme Melrose helped you?

Advised re pensions etc

Have you seen the outcome you were hoping for?

Yes

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

Pension

How has Graeme Melrose helped you?

Set up a pension

Have you seen the outcome you were hoping for?

No