Grace Whalley

The Private Office

Grace's reviews

Reviewed for

Pensions ( 4 )

Retirement income (annuities, drawdown) ( 5 )

Investments and Savings ( 2 )

Pension Transfers - Non Specialist ( 1 )

Inheritance Planning ( 2 )

Financial Planning ( 3 )

Financial Coaching ( 1 )

Reviewers' assets

£200k - £500k ( 2 )

Up to £50k ( 1 )

Review

by a verified client in Monmouthshire

17 days ago

Overall

Advice

Service

Value

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

I was considering retirement and wanted to have an independent financial review

How has Grace Whalley helped you?

Grace was involved in the initial review and has provided an annual review each year

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Grace:

Good Morning, Thank you very much for taking the time to leave feedback about our services, I am pleased to hear you are happy with how we have helped you. Kind regards, Grace

First impression

by a VouchedFor user

18 days ago

Overall

Please provide a brief comment about your experience with Grace

I was somewhat apprehensive that advice like this could be free and how wrong I was to doubt this contact. Grace was magnificent and the advice and her empathy with our situation was impeccable. Her assure that we could contact her in future was most comforting and we are assured that we have a very professional advisor for the future.

Grace:

Good Morning, Thank you for leaving such a lovely review, I am pleased to hear you found our conversations a useful use of your time. Kind regards, Grace

Review

by a verified client in West Midlands

a month ago

Overall

Advice

Value

Service

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

I had pensions that needed putting together

How has Grace Whalley helped you?

She has just taken over from Josh Farmer so has just carried out a review and brought me up to date

Have you seen the outcome you were hoping for?

I was expecting my investments to have performed a little better, but I understand that we have had some very difficult times recently

What could they have done better?

Nothing

Grace:

Thank you for taking the time to leave your feedback, this is greatly appreciated. All the best, Grace

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Grace

Grace was extremely helpful and thorough and helped me understand my situation and next steps to follow. She was able to answer all my questions and put me at ease about some doubts about our financial future.

Grace:

Hello, Thank you very much for taking the time to leave me a review, I'm glad I could be of assistance to you and your family. All the best, Grace

Review

by a verified client in North Yorkshire

3 months ago

Overall

Advice

Service

Value

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

Retirement

How has Grace Whalley helped you?

Planning for future

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Grace:

Hello, Thank you very much for the review and for trusting TPO to be your advisers. We are glad you are happy with the service. Best Wishes, Grace