Reviewed for

Insurance and Protection ( 1 )

Mortgages ( 1 )

Pensions ( 75 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 56 )

Investments and Savings ( 109 )

Pension Transfers - Non Specialist ( 17 )

Inheritance Planning ( 17 )

Long Term Care ( 4 )

Pension Transfers - Specialist ( 13 )

Financial Planning ( 43 )

Financial Mentoring ( 6 )

Financial Coaching ( 3 )

Reviewers' assets

£500k+ ( 11 )

£200k - £500k ( 31 )

£100k - £200k ( 18 )

Up to £50k ( 6 )

£50k - 100k ( 16 )

Client reviews

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in West Lothian

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

My current ISA was consistently losing money a situation that required fixing but I didn't possess the knowledge to know how to correct the situation. So I looked for someone to advise me.

How has Graeme Inglis helped you?

Graeme helped me by advising me to move my ISA to a new provider (as my current one wasn't preforming well a fact backed up by other sources), completing the application form so all I had to do was sign it, and fill in the Direct Debit Mandate.

Have you seen the outcome you were hoping for?

As my new ISA is in process of being set up I can not say if I seen the outcome I am hoping for with regards to investment growth, rather than loss.

What could they have done better?

Nothing to say here.

Graeme's reply

Thank you so much for your kind review Dorcas. It has been a pleasure to help.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Lanarkshire

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

Retired from nhs . Graeme was recommended to me by a friend that advised him.

How has Graeme Inglis helped you?

Advice re investing and budget management.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can not think of anything.

Graeme's reply

Thank you very much Mary, it's a pleasure to help!

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Stirlingshire

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

Money to invest

How has Graeme Inglis helped you?

Guided us as to best investments to suit us

Have you seen the outcome you were hoping for?

Early days but happy so far

Graeme's reply

Thank you very much for your kind review Janice. It's a pleasure to help you, I look forward to a long and fruitful relationship.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Stirlingshire

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

Needed to receive professional advice regarding the profit from a house sale.

How has Graeme Inglis helped you?

Provided options on investments and pensions that my wife and eventually accepted

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Graeme's reply

Thank you very much for your kind review Brian. It's a pleasure to help you, I look forward to a long and fruitful relationship.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Midlothian

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

Since being with the NHS they offered a financial advisor serviceI took this as usually cautious with my money and this particular service was free. This move, in retrospect, was worth while. Then on retiring thought it best to continue

How has Graeme Inglis helped you?

Yes

Have you seen the outcome you were hoping for?

Mostly yes, but stock markets fluctuate

What could they have done better?

Probably not

Graeme's reply

Thank you so much for your kind review Mike, it’s a pleasure to help.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Renfrewshire

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

Retirement and inheritance

How has Graeme Inglis helped you?

Savings and pension drawdown

Have you seen the outcome you were hoping for?

Yes...hope so given the financial volatility

Graeme's reply

Thank you very much for your kind review Elizabeth. It’s my pleasure to help you.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Dunbartonshire

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

I knew Graeme previously and on receiving a some of money through inheritance I contacted him for advice about the best way to invest some of this for the future

How has Graeme Inglis helped you?

Again Graeme was very helpful and explained the options in an understandable manner. He was always happy to answer questions and to make sure that I understood the information given.

Have you seen the outcome you were hoping for?

Yes, Graeme was very clear and thorough at explaining the various options and guided me through in making the best decision for my goal

What could they have done better?

I can fault Graeme. He was always professional and informative. I felt that he gave good sound advice without feeling any pressure.

Graeme's reply

Thank you very much for your feedback and review Ruth. It has been a pleasure to help.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Ayrshire

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

REceipt of lump sum pension

How has Graeme Inglis helped you?

Found his advice to be clear and helpful.

Have you seen the outcome you were hoping for?

It is obviously influenced by markets, but generally a good balance of investments which represent my risk level.

What could they have done better?

Nothing comes to mind.

Graeme's reply

Thank you very much for your feedback and review John, it is very much appreciated. It is a pleasure to help in any way I can.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Midlothian

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

Need to structure finances.

How has Graeme Inglis helped you?

Good advice on all financial issues.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Graeme's reply

Thank you very much for your kind words and review Douglas. It is a pleasure to help.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Lanarkshire

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

Worried about inheritance tax care home fees

How has Graeme Inglis helped you?

Clear advice with several options

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Graeme's reply

Thank you very much for taking the time to leave a review Linda, it's a pleasure to assist with your finances.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Midlothian

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

Poorly performing pension

How has Graeme Inglis helped you?

Brought everything back on track

Have you seen the outcome you were hoping for?

Yes

Graeme's reply

Thank you very much for your kind review and feedback Colin. It’s a pleasure to help. I look forward to seeing you soon.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Fife

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

Investment advice needed.

How has Graeme Inglis helped you?

Good, sound financial advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Graeme's reply

Thank you very much Alister, it’s been a pleasure to help you over the years and for many years to come!

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Lanarkshire

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

Planning for early retirement

How has Graeme Inglis helped you?

Graeme provided clear and concise retirement options. In addition provided financial modeling based on projected income and expenses. Allowed me to make data driven decisions based on lifestyle and risk factors.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Graeme's reply

Thank you very much for your kind words and review Brian. It's a pleasure to help you both get to the next phase of your lives.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Perthshire

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

Had already retired and had money invested and was looking for a better return on the capital sum

How has Graeme Inglis helped you?

Has set up a wider portfolio, kept us well informed to market changes and the consequences of any change, has annual meeting to discuss our needs, is always on the end of the phone to clarify/give his advice, is always well prepared, pleasant and approachable.

Have you seen the outcome you were hoping for?

Current times have been tough but the investment is now beginning to show some signs of recovery and improvement

What could they have done better?

I think the service given by Graeme is excellent. He, himself, is always looking to make any improvements to benefit his clients.

Graeme's reply

Thank you very much for your kind review Ian, it's a pleasure to look after you and Sheila.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hampshire

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

Not skills I possessed myself

How has Graeme Inglis helped you?

Excellent advice on my pension, paying dividends.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Graeme's reply

Thank you so much for your kind review Phil, it's always a pleasure to help you.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Midlothian

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

I asked advice on pension savings

How has Graeme Inglis helped you?

Graeme’s advice is helpful, clear &informed by experience and current situations

Have you seen the outcome you were hoping for?

Yes

Graeme's reply

Thank you very much for your kind review Alana. It's a pleasure to help.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Fife

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

Advice for retirement.

How has Graeme Inglis helped you?

very much so

Have you seen the outcome you were hoping for?

yes

What could they have done better?

not applicable

Graeme's reply

Thank you very much for your kind review Alex. It's a pleasure to help.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Fife

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

Receipt of inheritance.

How has Graeme Inglis helped you?

He was very good and patient explaining things to us. His cash flow profiling was a great way to understand the options.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We thought the app gave us live data but it was only intended to be updated quarterly, it could have been explained more clearly.

Graeme's reply

Thank you very much for your kind review Fiona and for flagging up the issue with the app. I hope you are satisfied with the workaround I put in place to update your valuations on a monthly basis. I am hopeful that the issue with the valuations being updated via the app by your investment provider on a daily basis will be resolved soon.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Renfrewshire

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

When I was planning my retirement almost 8 years ago.

How has Graeme Inglis helped you?

Graeme has helped me understand the importance of investing and keeping my money safe.

Have you seen the outcome you were hoping for?

Yes and no due to the financial markets more recently.

What could they have done better?

Can’t think of anything

Graeme's reply

Thank you very much for your kind feedback Carole, it is a pleasure to help.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Renfrewshire

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

Several separate pensions needing consolidation

How has Graeme Inglis helped you?

Confidence in his information

Have you seen the outcome you were hoping for?

Recent financial disruption has stifled returns, but advice remained positive

Graeme's reply

Thank you very much for your kind feedback Duncan. It's been a pleasure to help you over the years and I look forward to helping you for many years to come.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Stirlingshire

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

Retirement was on the horizon

How has Graeme Inglis helped you?

Explained in detail what to expect on retiring.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Pleased with the service provided

Graeme's reply

Thank you very much for your kind feedback. It's been a pleasure to help over the years and for many more to come!

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Kincardineshire

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

Pension review

How has Graeme Inglis helped you?

Guided me through the whole process

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Graeme's reply

Thank you very much Joe, it's a pleasure to help you achieve your objectives. I'm looking forward to helping you for many years to come!

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Lanarkshire

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

Due for retirement and wanted advice on the best way to Invest my pension lump sum.

How has Graeme Inglis helped you?

Graeme has visited us annually to review everything with us and kept us abreast of anything in between via emails. He has answered any questions that we have had and his calm manner has gave us confidence in how our portfolio is progressing going forward.

Have you seen the outcome you were hoping for?

Yes over the 7 years I have been happy with the returns although this year has not been so good but am aware that you should look at your investments long term which I am happy to do.

What could they have done better?

Difficult to answer that apart from to say we have always been happy with the service Graeme has provided and always look forward to him coming to give us an annual review.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Fife

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

Wanting an overall picture and more insight into my finances and options for retirement

How has Graeme Inglis helped you?

He has given me peace of mind that I will have financial security in my retirement Without feeling pushed into making any decisions only giving me all the information to make a decision.

Have you seen the outcome you were hoping for?

Still waiting to see how my investments will increase as not been invested for over a year yet.

What could they have done better?

I am happy with his service.

Graeme's reply

Thank you very much for your your kind review Mark, it is a pleasure to help you and the family. It is early days but hopefully you can see everything is starting to point in the right direction.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Fife

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

early retirement

How has Graeme Inglis helped you?

gave confidential advice with his knowledge and expertise

Have you seen the outcome you were hoping for?

yes

What could they have done better?

n/a

Graeme's reply

Thank you so much for your kind review Jackie and Callum, it's a pleasure to help you achieve your goals!

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Midlothian

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

Lack of professional knowledge about financial arrangements

How has Graeme Inglis helped you?

Assurance and confidence......and his realistic assessment of financial situations in the UK. In these difficult and confusing times, he continues to be frank and open as to the current financial situation.

Have you seen the outcome you were hoping for?

Yes and No.....I think that this is a ridiculous question, given how the Covid pandemic altered normal working systems; and how the acceptance of Brexit has fractured ...at the least... the wellbeing of the devolved nations. The only aspect of 'YES' here is that, hopefully, the devolved nations of the UK will see the denial and, indeed, the betrayal of Scotland, Wales and N. Ireland by the alleged 'devolution' that has ever been incorporated in the Union of the Parliaments (1707). (An aside: there is considerable irony in the fact that the English crown of 'Good Queen Bess' was inherited by the Scottish James VI (of Scotland) = James Ist (of England)....as it has now led to a once-sovereign Scotland becoming a minion amongst nations! This, above all, has relentlessly diminished both the potential foresight and judgement of any financial adviser.

What could they have done better?

Found a efficacious spell to bring Independence to Scotland (appreciated : unfair request!)

Graeme's reply

Thank you very much for your comprehensive review Kirsty. Your feedback is very much appreciated.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Fife

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

Early retirement, so I needed pension advice.

How has Graeme Inglis helped you?

He helped me choose the right pension for my needs.

Have you seen the outcome you were hoping for?

Yes, very happy.

What could they have done better?

I'm not sure, there must be something but I have no idea what it could be.

Graeme's reply

Thank you very much for your review and feedback Frank. It's a pleasure to help make sure you are on track to enjoy a happy and fulfilling retirement.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Dunbartonshire

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

Retirement

How has Graeme Inglis helped you?

Advice on how to invest savings

Have you seen the outcome you were hoping for?

Due to effects of covid, Brexit, global wars etc it could have been better.

What could they have done better?

Nothing

Graeme's reply

Thank you so much for your feedback and review Ewan. It's always a pleasure to help you and Laura over the years.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in London

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

To ensure my pensions were managed

How has Graeme Inglis helped you?

String sensible investment advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Don't know

Graeme's reply

Thank you so much for your review and feedback Andrew. I look forward to speaking with you early next year.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Clackmannanshire

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

Life planning

How has Graeme Inglis helped you?

He picked up after previous FA retired, having provided services to other family members.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not aware of anything.

Graeme's reply

Thank you so much for your kind review. It's a joy to assist you and all of the family, thank you for referring them to me.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Midlothian

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

I retired 11years ago and needed pension advice at the time and also investment advice

How has Graeme Inglis helped you?

Graeme showed me how to invest my money

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Graeme's reply

Thank you so much for your kind review Murray. I look forward to seeing you soon.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Lanarkshire

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

Investment, savings and retirement.

How has Graeme Inglis helped you?

Consultation with myself regarding my spending habits savings and retirement pension. Advice on managing my savings and investments when retiring.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I cannot think of anything he could have done better.

Graeme's reply

Thank you very much for your kind words Mary, it's a pleasure to help.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in West Lothian

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

Inheritance Investments

How has Graeme Inglis helped you?

Investment advice and product selection

Have you seen the outcome you were hoping for?

Yes

Graeme's reply

Thank you Alex, it's a pleasure to help you and I am pleased you have had a positive experience.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Lanarkshire

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

The NHS provided a seminar and access to a financial adviser to my wife as part of retirement planning and access was available to spouses too. I had a couple of old pensions hanging about needing looked at so contacted Graeme’s firm.

How has Graeme Inglis helped you?

Graeme’s advice and support enabled me to transfer the old pensions into SIPP and establish a savings wrap. He supplies monthly newsletters and an annual review with advice to keep things on track or respond to market changes.

Have you seen the outcome you were hoping for?

Over approx 8 years there has been a good growth in overall provision with obviously recent results not being so good due to Russia’s war and general worldwide economic conditions.

What could they have done better?

I cannot think of anything that Graeme could have done better.

Graeme's reply

Thank you so much for your kind review David, it’s a pleasure to help. I look forward to helping you over the next few years heading in to retirement and beyond.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Midlothian

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

Needed advice on pensions and investments

How has Graeme Inglis helped you?

Good financial advice

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing

Graeme's reply

Thank you very much for kind review Douglas, it's a pleasure to help in any way I can.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Lanarkshire

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

Retirement planning

How has Graeme Inglis helped you?

Makes everything clear and easy to understand always follows up with prompt email and is fabulously efficient

Have you seen the outcome you were hoping for?

Yes nothing is every a problem

What could they have done better?

Nothing

Graeme's reply

Thank you so much for your kind feedback Linda, it's a pleasure to help. I look forward to speaking again soon.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Lanarkshire

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

My husband was about to semi retire

How has Graeme Inglis helped you?

A great deal...Graeme advised me and my husband 're our finances going forward in a clear and well explained manner.

Have you seen the outcome you were hoping for?

Yes all plans are in place 're our financial future

What could they have done better?

Nothing in my opinion

Graeme's reply

Thank you so much for your kind review Alison. I wish you both all the best for the future.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Perthshire

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

Long term planning including retirement and potential inheritance tax exposure

How has Graeme Inglis helped you?

Graeme has guided me through all aspects of my financial planning, keeping me updated on a regular basis. He has always been available to discuss any concerns and how changes might affect me.

Have you seen the outcome you were hoping for?

Outcomes have always been in line with expectations

What could they have done better?

I cannot think of anything that would improve the service I received

Graeme's reply

Thank you very much for this feedback and your kind words Jane. It's a pleasure to help you and the family achieve your financial goals.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Perthshire

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

Someone capable and trustworthy.

How has Graeme Inglis helped you?

Graeme has been our advisor for many years and has helped us with all our financial needs over that time.

Have you seen the outcome you were hoping for?

Yes. Even through the difficult times, the outcomes have been good.

What could they have done better?

Personally, I can't think of anything.

Graeme's reply

Thank you very much for your kind words, it's a pleasure to look after you and all the family.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Dunbartonshire

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

The need for expertise and advice in areas I felt I required them

How has Graeme Inglis helped you?

Provided the above along with confidence to proceed with his recommendations

Have you seen the outcome you were hoping for?

Disappointing investment outcomes as a result of extreme market circumstances as opposed to inadequate service.

What could they have done better?

Im not aware of any shortcomings in the services received. As stated, recent market situations as a result of exceptional worldwide events have hindered outcomes.

Graeme's reply

Thank you very much for your feedback Jeff, it's a pleasure to help you both.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Dunbartonshire

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

Planning for retirement

How has Graeme Inglis helped you?

Graeme has consistently given clear and sensible advice on retirement planning and managing personal finances going forward. He has done so with a friendly and pleasant manner and is contactable and approachable at all times, which is very reassuring.

Have you seen the outcome you were hoping for?

Yes - I was hoping for the simplest but most efficient way of managing finances, and have been provided with a portfolio tailored to our needs,

What could they have done better?

I don't believe anything could have been done better and am very happy with the service received.

Graeme's reply

Thank you very much for your feedback Morna, it's a pleasure to help you both.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Midlothian

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

I wanted professional advice that was comprehensible.

How has Graeme Inglis helped you?

He guided me through the options available and made recommendations suited to my circumstances and means.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I am content with the outcomes so that, given the economic climate, I am not aware of what could have been done better.

Graeme's reply

Thank you very much for your feedback Donald. It’s a pleasure to help.

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Lanarkshire

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

My wife and I wanted to consolidate our finances into an easy to manage way

How has Graeme Inglis helped you?

Graeme has been important in consolidating our finances and we now have a much better understanding of our current and future financial situation.

Have you seen the outcome you were hoping for?

We absolutely have

What could they have done better?

I can think of nothing

Graeme's reply

Thank you so much for your kind feedback it is a pleasure to help you both!

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in West Lothian

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

I was looking for advice prior to retiring from the NHS and on how to look after my lump sum pension payment.

How has Graeme Inglis helped you?

Graeme provided initial advice on how best to invest my lump sum and has provided regular reviews of my financial situation.

Have you seen the outcome you were hoping for?

Pretty much, yes

What could they have done better?

N/A

Graeme's reply

Thank you so much for your very kind review Dorothy. It's been a pleasure to help you over the years.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Dunbartonshire

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

Look at the possibility of early retirement.

How has Graeme Inglis helped you?

He has pulled together all the pensions I have and my wife's , to create a sum of money to draw down on.

Have you seen the outcome you were hoping for?

Yes he has organised it so that i can take a monthly income to cover my expenses until I receive my state pension .

What could they have done better?

They have done all that would expect

Graeme's reply

Thank you very much for your kind feedback Kevin. It's a pleasure to help you both.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in London

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

I needed advice on consolidating different pension pots and on their overall investment

How has Graeme Inglis helped you?

On consolidation and investment. Very scrupulous and careful advice.

Have you seen the outcome you were hoping for?

Yes with some good protection against the downturn

What could they have done better?

I'm very please with the service I receive

Graeme's reply

Thank you so much for your review and kind words Andrew, it's a pleasure to help.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Dunbartonshire

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

Inheritance and investment of pension lump sums

How has Graeme Inglis helped you?

He has made recommendations on investment plans for inheritance and pension lump sums. We had little or no experience in this and greatly needed this input.

Have you seen the outcome you were hoping for?

Like everyone we have been greatly hit by downturns in investments in recent years which have been difficult. Prior to these global issues we were very pleased with investment progress.

What could they have done better?

I am confident that Graeme worked hard on our behalf to mitigate the negative impacts of these events.

Graeme's reply

Thank you very much for your kind review Jeff. It's a pleasure to help.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Clackmannanshire

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

Retirement of previous FA.

How has Graeme Inglis helped you?

Reviews and advised finances and inheritance.

Have you seen the outcome you were hoping for?

Yes

Graeme's reply

Thank you very much for your review Anne, I look forward to speaking with you soon.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Ayrshire

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

Receipt of lump sum pension payment which required investment.

How has Graeme Inglis helped you?

Gave clear advice based on assessment of my risk profile.

Have you seen the outcome you were hoping for?

No, but can't hold Graeme accountable for pandemics, wars etc. Advice received remains sound.

What could they have done better?

Not sure.

Graeme's reply

Thank you very much for your kind review and feedback John. It's a pleasure to help.

Review from verified client

December, 2022

Overall

Advice

Value

Service

Based in Renfrewshire

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

My wife and I signed up for financial advice and planning with Graeme Inglis prior to my retirement in 2014. I had attended a pre-retirement course through my employer and I decided I needed help to plan my finances for the futre.

How has Graeme Inglis helped you?

Graeme has been fantastic with his knowledge and patience working with us over the years. He has been excellent in keeping us up to date, and especially giving updates during the current financial upheaval due to the war in Ukraine. I have no hesitation in recommending Graeme to look after your finances. He has ensured we have a regular income to support my pensions so we can continue to enjoy life to the full. Graeme answers emails at all times of the day and night and is very prompt in implementing any changes or updates in our plans.

Have you seen the outcome you were hoping for?

Yes, in terms of getting a regular income to enhance my pensions and overall seeing my savings grow.

What could they have done better?

I can't really think of anything.

Graeme's reply

Thank you so much for your very kind words George. It's an absolute pleasure to help.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in London

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

I originally needed a third party review of my investment portfolio and pension arrangements.

How has Graeme Inglis helped you?

He provide current valuations on investments and cash value of my company pensions. This allowed me to take control of my pensions and maintain the future value for my family and advise on the need for the correct life insurance.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Been introduced to Graeme earlier.

Graeme's reply

Thank you very much Maxim, it has been a pleasure to help you and the family over the years and hopefully for many years to come.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Dunbartonshire

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

Retirement

How has Graeme Inglis helped you?

By advising me how to make the most of my savings.

Have you seen the outcome you were hoping for?

Not entirely due to Covid outbreaks.

What could they have done better?

Graeme has done fine, but not the government in Westminster.

Graeme's reply

Thank you so much for your feedback Ewan. Hopefully next year will be a bit more positive as regards investments.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lanarkshire

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

Advice on investment of a lump sum

How has Graeme Inglis helped you?

Assessed the levels of risk I wished to take and listened to understand my current and potential financial needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can't think of anything. He keeps you updated and allays any concerns over the country's recent financial hiccoughs

Graeme's reply

Thank you very much for your kind words Karen. I look forward to catching up with you soon.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Midlothian

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

I was leaving the NHS and needed to invest my lump sum to maintain a good quality of living

How has Graeme Inglis helped you?

He has done the above with probably better results than I expected. He has subsequently given advice on future plans for the family

Have you seen the outcome you were hoping for?

Yes, most likely better than I expected

What could they have done better?

Don't think anything

Graeme's reply

Thank you very much Mike, it's a pleasure to deal with you and all the family.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lanarkshire

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

I was retiring early and Graeme was recommended by nhs staff benefits. Mr Joe Quinn.

How has Graeme Inglis helped you?

Yes very helpful and good advice my investments are doing well. Lovely manner easy to talk to and explains investing in easy terms. Also very efficient when I wish to withdraw from my investments .

Have you seen the outcome you were hoping for?

Yes they are doing well.

What could they have done better?

Can’t think of anything.

Graeme's reply

Thank you very much Mary. I am pleased everything is working out as planned for you.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lanarkshire

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

Suddenly had a lot more money to look after following my retirement. Graeme was, thankfully, there to help advise me with this new problem.

How has Graeme Inglis helped you?

I have been very grateful for the advice and professionalism given by Graeme each step of the way so far. It really is a long term commitment by both of us.

Have you seen the outcome you were hoping for?

Because of the many setbacks the financial market has had to endure recently, the returns I was hoping for have been slower to come to fruition but I can see that happening now. Graeme’s regular updates have been a significant help in dealing with these concerns.

What could they have done better?

I can’t actually think of anything he could have improved on. I’m very satisfied with the service I receive

Graeme's reply

Thank you very much for your kind words John. It has been a difficult year to say the least but hopefully markets will start to improve soon.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lanarkshire

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

I was in the process of retiring.

How has Graeme Inglis helped you?

Consolidated my investments

Have you seen the outcome you were hoping for?

Not quite yet as the markets are very unstable at the moment

What could they have done better?

Not that I am aware of

Graeme's reply

Thank you very much for your feedback Anne. It's a pleasure to help, hopefully markets will start to improve over the next year.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Midlothian

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

Needed guidance.

How has Graeme Inglis helped you?

Given guidance, been accessible, reports regularly.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Don't know.

Graeme's reply

Good afternoon Donald, thank you so much for your review and feedback. This is very much appreciated!

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Surrey

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

Approaching retirement with pensions to consolidate.

How has Graeme Inglis helped you?

He has given excellent advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Graeme's reply

Thank you so much Phil, that's very kind of you to leave such positive feedback. I look forward to speaking with you soon.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Renfrewshire

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

i was anticipating retiral and needed advice to consolidate various pension pots. Also to enable me to judge my possible retirement income.

How has Graeme Inglis helped you?

He has helped to continue to advise and monitor my investments.

Have you seen the outcome you were hoping for?

Yes.....clearly the current economic crisis will possibly require further monitoring.

What could they have done better?

nothing

Graeme's reply

Thank you very much for your kind words Elizabeth, it's a pleasure to look after you.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Renfrewshire

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

Limited available finance but looking for reliable advice.

How has Graeme Inglis helped you?

Personal advice, understanding of circumstances.

Have you seen the outcome you were hoping for?

Current disruption of UK economy has impacted outcome anticipated, however recent updates gives optimism for future growth.

What could they have done better?

See above, market impact on investment is outside influence.

Graeme's reply

Thank you so much Duncan, I look forward to catching up with you soon.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Dunbartonshire

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

Preparation for retirement

How has Graeme Inglis helped you?

Many ways, he speaks simple language to help us understand the implications of good financial planning prior to retirement.

Have you seen the outcome you were hoping for?

We feel more confident in our preparations by investments and savings.

Graeme's reply

Thank you so much Allison, it's been a pleasure to help and I look forward to helping for many years to come!

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Stirlingshire

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

Transferring our pension and looking for a reliable advisor.

How has Graeme Inglis helped you?

We have been a client for Poise since 2015 and have been extremely satisfied on how Graeme has set us at ease with our pension pot. Completing all the ccomplicated forms there are to sign and explaining in great detail the small print.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

There is nothing we can add to a great service

Graeme's reply

Thank you so much Jim and Elaine it's been a pleasure to help you over the years and I hope for many more years to come!

First impression from a user who is not yet a client

November, 2022

Overall

Please provide a brief comment about your experience with Graeme

Excellent keeps you well informed and always keeps in touch. Secure access is given 24/7 to your investments

Graeme's reply

Thank you very much Florence and Alexander. It's been a pleasure to deal with you through the years.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lanarkshire

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

Retirement

How has Graeme Inglis helped you?

Made everything simple and easy to understand . Graeme is olso very approachable and always responded quickly to any issues

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Feel I have recieved an excellent service

Graeme's reply

Thank you so much for taking your time to review my services Linda, it's a pleasure to help.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Renfrewshire

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

Pension advice

How has Graeme Inglis helped you?

has made sure that my pension portfolio is in line with my attitude to risk

Have you seen the outcome you were hoping for?

I have

What could they have done better?

N/A

Graeme's reply

Thank you very much Joe, it's a pleasure to help.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Argyll

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

Retirement planning

How has Graeme Inglis helped you?

Advised on and implemented rearrangement of finances to better suit our circumstances.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Graeme's reply

Thank you very much for your kind feedback Iain, it's a pleasure to help you and the family.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lanarkshire

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

Financial planning re retirement pension from NHS for my wife and myself

How has Graeme Inglis helped you?

Advice tailored to meet our current and future needs based on our own thoughts. Working with us on a personal level with regular contact.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing springs to mind.

Graeme's reply

Thank you very much for your feedback and kind words Gordon, it's a pleasure to help. I look forward to speaking with you soon.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Fife

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

Like many people who are approaching retirement, I was very unsure and apprehensive about my financial future. I have had a number of pensions from various employers and need a clear understanding of my likely pension income going forward.

How has Graeme Inglis helped you?

Graeme took a mountain of paperwork away from me and came back with clear, easily understandable advice on the best way to maximize my income in retirement. Graeme took the time to listen to my fears and reservations as well as my expectations, with regard to drawing down on lump sums in the future.

Have you seen the outcome you were hoping for?

Having gone through the planning and advice process with Graeme, I found myself in a far better financial position than I had anticipated.

What could they have done better?

Nothing

Graeme's reply

Thank you very much for your kind words Stuart. It's a pleasure to help you in the lead up to and hopefully beyond retirement!

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Renfrewshire

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

I contacted Graeme as I was about to retire as I was looking to invest my lump sum

How has Graeme Inglis helped you?

Graeme sent my husband any I really good questionnaires to find out our attitudes to risk before he gave us options

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Not sure as I am happy with the service

Graeme's reply

Thank you very much Wendy, it has been my pleasure to help you.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Renfrewshire

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

Financial planning

How has Graeme Inglis helped you?

As a novice to finance his information has been excellent

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Happy with information and products advised

Graeme's reply

Thank you very much Steven, it's been my pleasure to help you.

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Lanarkshire

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

Retiring and needed expert advice on my finances to go forward with confidence

How has Graeme Inglis helped you?

Graeme has been inspiring with his in depth knowledge of finance and ideas for what to do with my lump sum and pension options. He is extremely professional in dealing with me but somehow manages to be very down to earth too. I have been fully informed of all aspects of my investments as they arise by Graeme. I find this invaluable

Have you seen the outcome you were hoping for?

Yes! Very pleased with everything to date and now feeling very positive about my financial future thanks to Graeme`s expert handling of my finances

What could they have done better?

No idea! Graeme has been guiding me all the way and I trust him

Graeme's reply

Thank you so much for your kind words and feedback John. It's been a pleasure to help you prepare for a happy retirement. I look forward to helping you for many years ahead!

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Midlothian

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

Inheritance and pension

How has Graeme Inglis helped you?

Receive a better pension and invest my money

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Graeme's reply

Thank you very much Murray. I look forward to speaking with you soon.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Perthshire

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

Retirement and dealing with maturing policies

How has Graeme Inglis helped you?

Excellent advice

Have you seen the outcome you were hoping for?

Yes the outcome has been excellent

What could they have done better?

Nothing really, everything has been first rate.

Graeme's reply

Thank you so much for your kind words Cameron, it's a pleasure to help.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kinross-shire

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

Looking for a better return on existing investment

How has Graeme Inglis helped you?

Gave comprehensive comparison with existing provider and how it could have been if invested differently

Have you seen the outcome you were hoping for?

Yes-though fluctuations are inevitable in the current market

What could they have done better?

Perhaps but market dictates return

Graeme's reply

Thank you very much for your kind review Ian, it's a pleasure to help.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Lanarkshire

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

Retirement

How has Graeme Inglis helped you?

Graeme provided extremely comprehensive advice regarding our pension lump sums and ongoing investments. He provided advice about where best to place our savings and took time to explain in great detail the pros and cons of any decisions we made.

Have you seen the outcome you were hoping for?

Yes, we have been very pleasantly surprised with the outcome so far, even during the pandemic.

What could they have done better?

We are very happy with the service provided by Graeme and his team and can't find fault.

Graeme's reply

Thank you very much Janis, it's a pleasure to help you. I'm pleased that you have been happy with everything.

First impression from a user who is not yet a client

November, 2021

Overall

Please provide a brief comment about your experience with Graeme

Graeme has provided an excellent level of service, he is very professional, courteous and knowledgeable but most importantly listens in order to understand. I am fully satisfied that he recommended what we really needed rather than rolling out an easier generic solution. Communication has been excellent from the initial fact finding stage right through to the ongoing monitoring of our investments.

Graeme's reply

Thank you very much David, it's been a pleasure to help you.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Fife

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

Needed professional advice

How has Graeme Inglis helped you?

Listened, recommended, actioned

Have you seen the outcome you were hoping for?

Yes

Graeme's reply

Thank you so much for your review Graham. It's been great dealing with you over the years and for many years to come.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Surrey

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

I needed expert advice for consolidations/transfers.

How has Graeme Inglis helped you?

He provided a complete service - clear, helpful and successful

Have you seen the outcome you were hoping for?

Yes, good growth and wise advice on transfers.

What could they have done better?

Can't think of anything.

Graeme's reply

Thank you so much for your kind words Phil, it's a pleasure to deal with you.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Midlothian

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

I wished to assess my options for retirement. Having worked for many companies, I have several small pension pots and wanted to know how best to save adequately for retirement.

How has Graeme Inglis helped you?

Graeme pulled together all my different pension pots, looked at my personal circumstances, and advised on how best to save/invest further to ensure that I can achieve a reasonable standard of living when I retire.

Have you seen the outcome you were hoping for?

Yes, I am now clear on what I need to do in order to achieve my goal of a decent pension.

What could they have done better?

Nothing!

Graeme's reply

Thank you so much Erica, it was a pleasure to help.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Midlothian

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

Unsure of appropriate investments and tax implications of each

How has Graeme Inglis helped you?

Provided advice and managed investments on our behalf.

Have you seen the outcome you were hoping for?

Yes

Graeme's reply

Thank you very much Douglas, it's my pleasure to help.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Renfrewshire

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

Previous experience was poor service - failure to show any positive returns for around 3 years, and minimal contact. Graeme was recommended to me by my daughter who is also in financial business.

How has Graeme Inglis helped you?

Reviewed my pensions, advised on future possibilities, and resulted in transfer to current Pension.

Have you seen the outcome you were hoping for?

Yes, last few years have shown positive returns, not spectacular, but agreement was cautious level, and this has been achieved. Advantage of looking at status of pension on line a considerable benefit to myself.

What could they have done better?

I have been very happy with the service provided, which has been excellent.

Graeme's reply

Thank you so much Duncan for your kind comments.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Argyll

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

Retirement

How has Graeme Inglis helped you?

Advise on transfer of pension funds, plus further savings investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. All very professional and attentive.

Graeme's reply

Thank you so much Iain, it's great to be able to deal with you and a pleasure to help.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Lanarkshire

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

Retirement from NHS after working 42 years and the NHS had organised talks with independant advisors to discuss retirement options and future plans. Graeme Inglis impressed me with his presentation and what he could offer me in terms of investing for my future.

How has Graeme Inglis helped you?

He arranged to meet me and discuss various options I had with my pension and pension lump sum and what requirements I had for medium to long term financially. I had complete confidence in Graeme to guide me in the direction which was applicable to my circumstances. My wife was in the exact same position and both of us have been with Graeme for last 5 years.

Have you seen the outcome you were hoping for?

I have been happy with the investment plans and annual reviews and the returns have been very good.

What could they have done better?

Only thing I can think of that could have been improved was being able to see my investments online in real time. However Graeme has been doing a lot of work in the background to achieve this and only recently has indicated this will happen very soon.

Graeme's reply

Thank you so much Andy. It's been a pleasure to look after you both over the years and for many years to come.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Lanarkshire

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

Retirement of existing advisor. Retirement and looking for advice re lump sum.

How has Graeme Inglis helped you?

Looked at our finances and set up investment for lump sum and revising existing savings.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can’t think of anything

Graeme's reply

Thank you so much Carole, it's my pleasure. I'm absolutely delighted you are happy with the service I deliver.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Fife

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

Investment advice was required on retirement.

How has Graeme Inglis helped you?

He provided exactly the advice we were looking for.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Graeme's reply

Thank you so much for your kind words Alister, it's always a pleasure to help you.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Lanarkshire

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

Releasing a small private pension fund.

How has Graeme Inglis helped you?

Graeme talked me through the pros and cons of taking a small pension fund as a lump sum and helped to highlight the best ways in which I could maximise the use of this.

Have you seen the outcome you were hoping for?

Yes I did.

What could they have done better?

Excellent service, well considered, insightful and provides thought provoking advice and solutions. would highly recommend and will come back to work with Graeme in reviewing best way to invest funds when I retire in 3 years.

Graeme's reply

Thank you very much for your kind comments Heather. I look forward to helping achieve your retirement goals.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Renfrewshire

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

Retirement before state pension age

How has Graeme Inglis helped you?

Graeme provided excellent advice on how to make the most of my occupational pension, to bridge the time between retirement and state pension age.

Have you seen the outcome you were hoping for?

Yes

Graeme's reply

Thank you Gordon, it’s my pleasure to help.

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Lanarkshire

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

Initially for investment advice and latterly for retirement advice.

How has Graeme Inglis helped you?

Gave me good sound advice at a reasonable cost and achieved my objectives.

Have you seen the outcome you were hoping for?

Yes advise worked out well.

What could they have done better?

Don’t know.

Graeme's reply

Thank you very much Kathryn, it is a pleasure to help you.

First impression from a user who is not yet a client

March, 2021

Overall

Please provide a brief comment about your experience with Graeme

Clear and concise advice from Graeme, his communication skills are excellent

Graeme's reply

Thank you very much Mary. It's a pleasure to help and I look forward to being of more assistance in the future.

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Lanarkshire

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

Retirement and wanted to invest my lump sum from my retirement package.

How has Graeme Inglis helped you?

He organised a financial seminar for NHS Staff nearing retirement. I was impressed with his knowledge and presentation and their was no pressure to sign up.

Have you seen the outcome you were hoping for?

The first year the investment set up costs were higher than subsequent years but I was still pleased with the amount our investment had increased.

What could they have done better?

I was happy from day one and nothing I could think of that they could have done better.

Graeme's reply

Thank you very much to you both. I am delighted to help you.

First impression from a user who is not yet a client

September, 2020

Overall

Please provide a brief comment about your experience with Graeme

good informative and detailed first interview to discuss a number of options

Graeme's reply

Thank you very much for your feedback Brian. I hope we can take our discussions further.

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in West Lothian

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

Retirement.

How has Graeme Inglis helped you?

He gave us excellent financial advice

Have you seen the outcome you were hoping for?

We certainly have!

What could they have done better?

All advice has been excellent! - and much appreciated!

Graeme's reply

Thank you very much Mrs Calder, it's lovely to read your kind thoughts.

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Fife

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

I found myself at the age of 57 in a work environment where the scope of work was heading for a huge change. that would have involved working away from home. I decided that was not for me. As a lot of my fellow work colleagues were already looking at early retirement, I found myself increasingly interested in finding out more, so I asked around to find out how easy it would be. There were a few names of financial advisers mentioned, but the overwhelming response pointed me to Create and Prosper. I made the call and a meeting was arranged with Graeme Inglis.

How has Graeme Inglis helped you?

At the meetings Graeme asked about my situation and enquired about my future plans. He explained in detail what his plan of action would be. Any questions I had were answered and were very informative and easy to understand; even for me; I have no financial background. I did have to to do a bit of "Homework" to provide what I thought my spending plans would be and if I would need money upfront to set my future plans in place. With all of the information to hand Graeme set about finding the right outcome for me.

Have you seen the outcome you were hoping for?

I have to say that Graeme and his team excelled and I am very pleased with the position (financialy) that I now find myself in. There was a "slight" delay with one of the payments which was NOT the fault of Graeme and his team. The payment was paid and compensation was paid to myself from the company involed. my deepest thanks go to Graeme and the team for their excellent service and look forward their continued advice.

Graeme's reply

Thank you very much Frank, it's been a pleasure to assist.

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Lanarkshire

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

Retirement

How has Graeme Inglis helped you?

Graeme provides advice with great clarity. Unused to the world of investments he was able to provide the right level of information in an easily understandable manner.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I cannot think of any improvement. I have been very content with the service provided.

Graeme's reply

Thank you so much Elaine and Ian for your kind feedback. I look forward to looking after you in the months and years to come.

First impression from a user who is not yet a client

May, 2020

Overall

Please provide a brief comment about your experience with Graeme

Recommended by a trusted colleague, I found Graeme to be courteous, professional, punctual and well informed. I would most certainly seek out his advice and services in the future.

Graeme's reply

Thank you very much David, I look forward to working with you in the future.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Midlothian

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

I'd inherited some money and needed some advice for opening trusts for my children and the best way to save the rest.

How has Graeme Inglis helped you?

Listened to what we needed and gave us options, some we hadn't even considered and advised us about what he thought would be the best option.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Been perfectly happy with the service Graeme provides, does more than we expect.

Graeme's reply

Thank you very much Lorna and Duncan. It's a pleasure looking after you and the family.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in London

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

My wife and I had several pensions, insurance and investment policies that had been taken out over the years. We need third party advice as to their value and future benefit.

How has Graeme Inglis helped you?

Graeme investigated the various policies for us and advised which had value and which we should cancel and replace. I had a company pension that he was able to value and then advice whether to cash in or not.

Have you seen the outcome you were hoping for?

Yes. By helping us take control of our pensions it provide us with a reassuring back stop at a time our jobs were uncertain. He also helped us sort out our life insurance and critical illness covers, which was became more important as my wife fell seriously ill.

What could they have done better?

I don't have any criticism. I wish I'd met Graeme earlier.

Graeme's reply

Thank you very much Maxim. I’m looking forward to looking after you for many years to come!

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Lanarkshire

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

Retirement

How has Graeme Inglis helped you?

Good sound advice from Graeme in an efficient and timely manner. Always available and provides easy to understand paperwork on a regular basis.

Have you seen the outcome you were hoping for?

Yes

Graeme's reply

Thank you very much Janis, it's a pleasure dealing with you and Kenny.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in West Lothian

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

After retiring,I wanted some proffesional advice on my investments and savings.

How has Graeme Inglis helped you?

Graeme, went over what I wanted, in investments, savings and Pension.No pressure,and he guided me through various options that I was comfortable with.

Have you seen the outcome you were hoping for?

Like in most investments,especially Stocks and Shares,you do have ups and downs.I am still happy with where I am at the moment.

What could they have done better?

Graeme has always been upfront with myself.I am not a huge investor,Graeme knows that,but any time he visits,we go through everything I have,just to make sure,I am satisfied,and happy with his advice.

Graeme's reply

Thank you very much Eddie, it's a pleasure to help.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Lanarkshire

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

Retirement planning

How has Graeme Inglis helped you?

Pension and investments advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Already a very professional service so should maintain these standards

Graeme's reply

Thank you Susan, it’s a pleasure to help.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Lanarkshire

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

Retirement

How has Graeme Inglis helped you?

Advised on products that would suit arranged investment for money

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Happy with service

Graeme's reply

Thank you very much Carole and Donald, I really appreciate your feedback

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Midlothian

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

I have used financial advisors since starting savings and pension top up years ago. To get advice and invest money in a more complex manner than I could

How has Graeme Inglis helped you?

He has advised on investing pension lump sums, reviewing finances with us, given advice to enable us when making changes to lifestyles

Have you seen the outcome you were hoping for?

Yes (not withstanding financial ups and downs)

What could they have done better?

I think the advise and manner in which he has worked is well within what we require so cannot offer any constructive suggestions

Graeme's reply

Thank you very much to you Mike and Ailsa, I really appreciate your feedback.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Kincardineshire

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

To facilitate my retirement plans and to obtain financial advice about investments

How has Graeme Inglis helped you?

Graeme provided me with realistic financial projections which helped me to start planning for retirement

Have you seen the outcome you were hoping for?

Yes retirement has been achieved!

What could they have done better?

Graeme has provided me with regular updates regarding my investment portfolio and makes a commitment to meet up on an annual basis.

Graeme's reply

Thank you very much Pat, it's great to see you enjoying retirement!

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Surrey

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

I required clear independent advice.

How has Graeme Inglis helped you?

By providing it.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not obviously.

Graeme's reply

Thank you very much for your review Phil, it's always a pleasure to deal with you.

First impression from a user who is not yet a client

October, 2018

Overall

Please provide a brief comment about your experience with Graeme

Too expensive

Graeme's reply

Thank you for your enquiry Mr Clephan, it was good to speak with you. As discussed, we are not able to help where you only require a signature on a form. We would need to deliver advice to find out if taking any course of action is in your best interests.

First impression from a user who is not yet a client

September, 2018

Overall

Please provide a brief comment about your experience with Graeme

The query's I had on my pension were resolved prior to Graeme's call. Graeme was courteius and professional when I explained what had happened and there's every chance I will contact Graeme in the future should I require someone with his experience and knowledge.

First impression from a user who is not yet a client

June, 2018

Overall

Please provide a brief comment about your experience with Graeme

Graeme has understood and responded to my requirements promptley. A meeting is schedued next week to discuss in detail. At this stage it is likely that I will buy the product he has recommended.

First impression from a user who is not yet a client

April, 2018

Overall

Please provide a brief comment about your experience with Graeme

More of a check up on advice already given by a previous Financial Advisor, like to get another outlook on any advice given, found that Graeme confirmed what I already been told that set my mind at rest. Very easy to talk to over the phone.

First impression from a user who is not yet a client

February, 2018

Overall

Please provide a brief comment about your experience with Graeme

cant answer any questions as I never met him,left a message on my ansaphone ,but never phoned me again

Graeme's reply

Thank you for your review Mr Hutt. Please note that I left at least one message for you but you did not return my call. Therefore I am very disappointed that you have left this review as I was unable to speak with you in order to establish if or how I can assist.

First impression from a user who is not yet a client

February, 2018

Overall

Please provide a brief comment about your experience with Graeme

I have not yet had a meeting.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Lanarkshire

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

Retirement and the investments I already had were deemed adventurous and I had a lump sum on retirement to invest. Both myself and my wife were in the same position.

How has Graeme Inglis helped you?

We had met him at a talk arranged by the NHS for staff due to retire. We still had 9 months before retiring. We arranged for Graeme to visit us on retirement and after he explained all the various financial scenarios to us in a very clear and understanding manner we soon realised that he was the type of person who knew what he was talking about and had a reassuring manner. We took his advice and reduced the risk of our current investments and agreed on the portfolio he suggested for investing our lump sums.

Have you seen the outcome you were hoping for?

We are currently 9 months into our relationship with Graeme and looking forward to our first yearly review where we hope the outcome will be favourable.

What could they have done better?

Unable to give comment on this as yet.

Graeme's reply

Thank you very much Andrew. I look forward to reviewing your situation soon.

First impression from a user who is not yet a client

October, 2017

Overall

Please provide a brief comment about your experience with Graeme

I found Graeme to be very well informed, understanding and reassuring. I will certainly contact him in future should I need further advice.

First impression from a user who is not yet a client

August, 2017

Overall

Please provide a brief comment about your experience with Graeme

Aaaa

First impression from a user who is not yet a client

January, 2017

Overall

Please provide a brief comment about your experience with Graeme

Seems very good so far and hopefully we'll have a good relationship.

Graeme's reply

Thank you Don, I look forward to working with you.

First impression from a user who is not yet a client

April, 2016

Overall

Please provide a brief comment about your experience with Graeme

Very good first interview where all our questions were answered. Didn't feel that enough was made of charges which were shown in a pamphlet given to us by Mr. Inglis at the end of the interview. Unfortunately, in this case, we do not intend investing for the medium or long term and felt that we were unlikely to recoup the charges which would have been made within a short time scale. Consequently I have visited Mr. Inglis today to inform him that we do not intend to continue with his services.

First impression from a user who is not yet a client

February, 2016

Overall

Please provide a brief comment about your experience with Graeme

Very knowledgeable with sound advice

Review from verified client

December, 2015

Overall

Service

Advice

Value

Based in Ayrshire

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

Moving home.

How has Graeme Inglis helped you?

Kept me informed on the transfer fund.

Have you seen the outcome you were hoping for?

Yes although the original transfer value was not the same, as in slighlty less. This was out with Graeme's control.

What could they have done better?

Not knowing the transfer funds would be less after completion. Possibly asking the company will the fund be reduced in value as it had taken 3months+

Graeme's reply

Thank you Jim, I hope you are enjoying the new house. It was a pleasure to help, as highlighted there were issues relating to the timescale for funds being transferred and the actual transfer amount being less than the pension scheme had originally advised. Unfortunately, both issues were beyond our control although we did our utmost to resolve the situation in a satisfactory manner for Jim.

Review from verified client

October, 2015

Overall

Advice

Service

Value

Based in Fife

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

I was retiring and wanted to secure my pension.

How has Graeme Inglis helped you?

Graeme was very professional at all the times we met. Initially he listened to me then went away and came up with a financial plan/investments. He explained everything in easy language for me to understand and did not make me feel stupid as the financial markets/investments are not my thing and this was the first time I was the first time I was investing a large sum of money.

Have you seen the outcome you were hoping for?

At the moment I am happy but I think next year I will change from ISA shares to a cash ISA.

What could they have done better?

I found Graeme to be honest and professional I don't think he could have done any better

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in West Lothian

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

i had some money to put away for a rainy day...but didn't no how to go about it.

How has Graeme Inglis helped you?

Graeme help me set up an ISA and explained everything in a way I could understand.

Have you seen the outcome you were hoping for?

everything is still in place and so far on track as Graeme explained.

What could they have done better?

I don't think there is anything that would improve his service

Graeme's reply

Thank you John, it is a pleasure to help you.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Berwickshire

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

Recent retirement from NHS and as NHS employee we use Graeme as part of staff benefits scheme.

How has Graeme Inglis helped you?

Advised on best value investment for low risk investor, of pension lump sum and personal savings.

Have you seen the outcome you were hoping for?

As this investment is very recent I have not yet had a chance to reap the benefits of Graeme's advice as yet, I have had adequate and frequent updates already .

What could they have done better?

In my opinion Graeme has answered all my questions as they arose and I am more than happy with the service

Graeme's reply

Thank you Liz, it was a pleasure to help. I hope you are now enjoying retirement!

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Midlothian

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

Nearing retirement, I wanted to look at options for two small pensions to combine them and take advantage of the new tax-free cash draw down scheme.

How has Graeme Inglis helped you?

He met with me, gave me advice and suggestions on what to do and processed all the papers for me, ensuring that everything was progressed by the original pension companies.

Have you seen the outcome you were hoping for?

Everything has been sorted out. The two pots of money are now together in one investment and I received the 25% tax-free cash.

What could they have done better?

I am very satisfied with the service I received from Graeme and his colleague.

Graeme's reply

Thank you very much Alana, I must credit the administration team with the majority of the work when chasing up your previous pension companies.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Bedfordshire

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

I widowed and had to make sure to invest wisely and do some inheritance tax planning for my son and grandchildren.

How has Graeme Inglis helped you?

Graeme has the patience to listen, which gives him a good understanding of my situation and requirements. He makes me feel at ease during our meetings and gives me various investment options to consider. There is no hard sell or pushiness. He is trustworthy and truthful and has given me great peace of mind. All the advice and help he has given me, has been highly professional and my portfolio entirely meets my needs.

Have you seen the outcome you were hoping for?

Thanks to Graeme I enjoy a very good standard of living.

What could they have done better?

I have no suggestions. His handling of my portfolio is perfect for me.

Graeme's reply

Thank you so much Gudrun.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Midlothian

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

Invest money left to me in will.

How has Graeme Inglis helped you?

Graeme explained his financial advice in a way that was easy for a novice like me to understand. I also get regular updates as to my investments are being managed.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing that I can think of

Graeme's reply

Thank you very much Murray, I look forward to catching up soon.

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Graeme

professional, straight forward, full explanations, very knowledgeable. good meeting with Graeme with more to follow.

First impression from a user who is not yet a client

December, 2014

Overall

Please provide a brief comment about your experience with Graeme

First impression from a user who is not yet a client

December, 2014

Overall

Please provide a brief comment about your experience with Graeme

My appointment with Graeme was extremely helpful and informative and I am confident that he will provide me with a constructive overview of my financial situation and A realistic plan fro meet my future requirements.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Midlothian

How has Graeme Inglis helped you?

Graeme carries out a comprehensive review of personal circumstances and builds a tailored plan to best fit your own needs and specifications. He is very good at presenting and explaining possible options, whilst providing the information needed to take decisions in an informed manner.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Midlothian

How has Graeme Inglis helped you?

Very prompt, friendly, helpful and explains everything clearly. Happy to help with any problems.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in West Lothian

How has Graeme Inglis helped you?

Graeme has been our adviser since 2005. As shown above his performance has been excellent. He is regularly in touch and keeps au fait with market movements, providing sound advice when he perceives that movement of funds is prudent.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Renfrewshire

How has Graeme Inglis helped you?

Graeme is very good and patient with people. He explains things in detail. He has been extremely responsive to emails giving prompt replies even late in the evening and over weekends. Graeme has always come to our house for meetings which makes things much less stressful and more relaxed. He listened to our needs and created investments profile which give us monthly returns to top up my income now that I have retired.

What could they have done better?

We could maybe have had a more realistic idea of how much we needed to invest to get the monthly income we require. Initially Graeme had said the" the maximum amount that I am likely to recommend you place in a new arrangement would be £150,000" however we invested closee to £250,000 which while having thought it through is fine but was a bit of a shock from the initial £150,00o we had been thinking on.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in West Lothian

How has Graeme Inglis helped you?

Graeme is very approachable and his financial advice is presented in a way that I can understand! I am sure my financial situation is not complex in the great world of finance but he never makes me me feel I am wasting his time.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in West Lothian

How has Graeme Inglis helped you?

Graeme came across as very knowledgeable and spoke in terms that I could understand .. he was also very patient and explained everything in detail

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Fife

How has Graeme Inglis helped you?

Fully understands my personal requirements. Explains situations very well, required actions are performed with ease

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Fife

How has Graeme Inglis helped you?

My wife & I are very satisfied with the service Graeme provides.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Dunbartonshire

How has Graeme Inglis helped you?

Graeme gives a very comprehensive review of all aspects of my investments and explains each stage in easy to understand terms

What could they have done better?

I am not aware of any areas where I feel things could be done better

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Fife

How has Graeme Inglis helped you?

Graeme has excellent interpersonal skills. He is knowledgeable and communicates very well. He takes the time to listen to you and reply back to ensure understanding. He did a great job on reviewing my circumstances and made some good recommendations especially with respect to reducinng my risk exposure. My circumstances changed so I still have yet to action which I hope to pick up soon.

What could they have done better?

Overall excellent. He is very transparent with respect to costs up front so you do know what you would be paying for advice. One area to consider further in line with recommendations is the possiblity of mutliple options with respect to investment risk vs return so that more than one course of action could be considered. That said I am extremly happy and at ease with Graeme's service.

First impression from a user who is not yet a client

May, 2014

Overall

Please provide a brief comment about your experience with Graeme

Graeme's reply

Thank you for your feedback John. Good luck with resolving your enquiry.

First impression from a user who is not yet a client

April, 2014

Overall

Please provide a brief comment about your experience with Graeme

Although Graeme's firm seemed excellent I decided to continue with another IFA recommended by Vouched For, however I wish Graeme and colleagues all the best. Kind regards Dorothy

Graeme's reply

Thank you Dorothy, it was a pleasure to try and help you. I hope you managed to achieve your objectives.

First impression from a user who is not yet a client

April, 2014

Overall

Please provide a brief comment about your experience with Graeme

Graeme's reply

Thank you for your feedback James. I was delighted to welcome you as a client!

First impression from a user who is not yet a client

March, 2014

Overall

Please provide a brief comment about your experience with Graeme

Graeme's reply

I made contact on the same day as I received this enquiry but did not receive any response.

First impression from a user who is not yet a client

January, 2014

Overall

Please provide a brief comment about your experience with Graeme

He never contacted me so I can't comment really!I have just put "no" in some cases as I have to complete the form.

Graeme's reply

I would have been delighted to help. However, there was no contact number on the enquiry. We did not receive any response to our email.

First impression from a user who is not yet a client

December, 2013

Overall

Please provide a brief comment about your experience with Graeme

Graeme's reply

Thank you for your feedback George, all the best!

First impression from a user who is not yet a client

December, 2013

Overall

Please provide a brief comment about your experience with Graeme

Charges still to be specified. No idea of costs at this stage.

Graeme's reply

Thank you Brian, I thoroughly enjoyed our meeting.

First impression from a user who is not yet a client

December, 2013

Overall

Please provide a brief comment about your experience with Graeme

Graeme's reply

Thank you Sandy, I hope you took forward my initial suggestions.

First impression from a user who is not yet a client

November, 2013

Overall

Please provide a brief comment about your experience with Graeme

We actually met with Graeme's colleague John Parker but the experience was wholly positive. Clear, understandable advice and concrete actions.

Graeme's reply

Thank you Jeremy, much appreciated.

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Midlothian

How has Graeme Inglis helped you?

Understanding our objectives and needs and recommending appropriate solutions

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Lanarkshire

How has Graeme Inglis helped you?

As a retired N.H.S employee, the pensions advice I used to get was supplied through the Health Board,however when the firm looking after this decided that it was no longer viable to carry on with the service I was recommended to Create and Prosper where I was put in touch with Mr Inglis. Mr Inglis contacted myself and arranged to come to my home and go over all my needs and requirements. At the appointed time Mr Inglis appeared on time and very soon got to know all about my wife and myself and our financial situation,this was carried out in a very courteous and efficient manner. Mr Inglis spent a good amount of time with us and explained every thing to us and gave us advice there and then which was quickly followed up by e-mail and a complete financial report. Subsequently he has kept in touch with us and has followed up on any progress and/or updates to our requirements. Mr Inglis is punctual, courteous, attentive and explains everything in clear and easy to understand language and will go the extra mile to be as helpful as possible.

What could they have done better?

Keep doing things the way he does and there can be no complaints.

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in West Lothian

How has Graeme Inglis helped you?

I have known Graeme for a number of years and prior to him starting his own business. As such he was already aware of my general situation but on our first meeting after he started up on is own he was very professional and conducted an overall review and revisited my attitude to risk before making recommendations which were followed up in writing. He is very good at his job, assesses situations well, is totally trustworthy, and can be relied upon to give good "non pushy" advice after full research. In addition he is a very friendly and approachable guy. Bryce, West Lothian.

First impression from a user who is not yet a client

October, 2013

Overall

Please provide a brief comment about your experience with Graeme

He didn't have the courtesy to respond

Graeme's reply

I would have been delighted to help. However, you did not supply a contact telephone number.

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in West Lothian

How has Graeme Inglis helped you?

As usual I left things to the last minute and was about to loose a substantial amount of money if things were not resolved quickly. Graeme moved quickly and was able to set things up so that I did not loose any money.

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in Midlothian

How has Graeme Inglis helped you?

Courteous and professional; takes initiative, well prepared; punctual; responds to requests; structured approach; keeps in touch; follows through, thorough research. Analyses individual situation against wide range of products in the market to make suggestions that make best match rather than offer formulaic solutions.

What could they have done better?

Alert us by email to important new products and developments relevant to our situation.

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in Hertfordshire

How has Graeme Inglis helped you?

Great advice and good communication

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in West Lothian

How has Graeme Inglis helped you?

Graeme's advice was clear, concise, easy to understand and honest. He was very personable and pleasant.

What could they have done better?

No suggestions for improvements.

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in Perthshire

How has Graeme Inglis helped you?

SEEMS TO BE EFFICIENT LISTENS DOES WHAT HE SAYS HE WILL DO RESPONDS TO QUESTIONS AND QUERIES

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in Fife

How has Graeme Inglis helped you?

Graeme was very professional at all the times we met. Initially he listened to me then went away and came up with a financial plan/investments. He explained everything in easy language for me to understand and did not make me feel stupid as the financial markets/investments are not my thing and this was the first time I was the first time I was investing a large sum of money.

First impression from a user who is not yet a client

October, 2013

Overall

Please provide a brief comment about your experience with Graeme

Met with Mr Inglis. Very happy with arrangements and communications.

Graeme's reply

Thank you Susan, I am delighted that you decided to become a client.

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in West Lothian

How has Graeme Inglis helped you?

Graeme has helped through a systematic and thorough understanding of our current situation, future plans and our appetite for risk. He has also been very useful to have at my side during meetings with other suppliers of financial services. He listens well and recaps to ensure he has the correct understanding of the issues/aims. He has always made himself available, researched options well and been ready with good impartial advise.

What could they have done better?

As with the industry as a whole the true costs of investment have not always been clear. I have been working with Graeme to develop a periodic report that tells me what my investments have returned a in real inflation adjusted manner, together with the total cost of achieving that return.

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in Clackmannanshire

How has Graeme Inglis helped you?

The adviser carried out a full fact-find and explored investment priorities and level of acceptable risk before making any investment recommendations. Once he had done so he was at pains to ensure that we were happy with the advice and know that the investments would be regularly reviewed.

What could they have done better?

Might have explored ways to find a way of accommodating an existing investment portfolio of equities within the overall strategy.

Review from verified client

September, 2013

Overall

Advice

Service

Value

Based in Berwickshire

How has Graeme Inglis helped you?

Graeme has given us sound Financial Advice since the formation of his company. He has a dedicated systematic approach to our financial planning and we are very pleased with the positive results. We look forward to his regular visits to our home. Gavin. Scottish Borders.

Review from verified client

September, 2013

Overall

Advice

Service

Value

Based in Renfrewshire

How has Graeme Inglis helped you?

Graeme Inglis's welcome visits bring both me and my wife total confidence in his ability and he always leaves us believing that he is acting in our best interests. This has not being our experience with some previous financial advisers and, as we are both now pensioners, we have encountered quite a few in our time. He has the rare ability to impart sophisticated financial information in terms we can understand and without ever making us feel either inadequate or "talked down to."

What could they have done better?

We genuinely find this question hard to answer. I am tempted to suggest that he should open a branch office in the West of Scotland to complement his offices in B'oness and Kirkcaldy but he serves us so efficiently from his existing base that the suggestion almost seems churlish.

Review from verified client

September, 2013

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Service

Value

Based in Bedfordshire

How has Graeme Inglis helped you?

Graeme has the patience to listen, which gives him a good understanding of my situation and requirements. He makes me feel at ease during our meetings and gives me various investment options to consider. There is no hard sell or pushiness. He is trustworthy and truthful and has given me great peace of mind. All the advice and help he has given me, has been highly professional and my portfolio entirely meets my needs. He always returns my calls and answers my e-mails promptly and gives me an excellent customer service.

What could they have done better?

To know exactly what I pay in fees and commission, it would be good to receive an annual confirmation/statement of such payments.

Review from verified client

September, 2013

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Service

Value

Based in Midlothian

How has Graeme Inglis helped you?

Graeme has been very approachable, responsive and has provided us with an excellent service.

Review from verified client

September, 2013

Overall

Advice

Service

Value

Based in Midlothian

How has Graeme Inglis helped you?

Graeme explained his financial advice in a way that was easy for a novice like me to understand. I also get regular updates as to my investments are being managed.

First impression from a user who is not yet a client

August, 2013

Overall

Please provide a brief comment about your experience with Graeme

Graeme was polite, courteous, knowledgeable, enpathic & helpful.

Graeme's reply

Thank you Nigel. It was a pleasure to help!