Graeme's reviews
Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 1 )
Pensions ( 94 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 74 )
Investments and Savings ( 126 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 22 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 55 )
Financial Mentoring ( 8 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 15 )
£200k - £500k ( 41 )
£100k - £200k ( 21 )
Up to £50k ( 6 )
£50k - 100k ( 17 )
Repeat review
by a verified client in Stirlingshire
2 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Graeme Inglis helped you since your last review?
Again, well informed on pension status and growth. Kept updated on market status.
Graeme:
Thank you so much for your kind review Jim. It's a pleasure to help you and Elaine!Review
by a verified client in Lanarkshire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment of employment pension lump-sum on retirement
How has Graeme Inglis helped you?
Advises and manages all investment activity in accordance with my risk attitude
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing
Graeme:
Thank you so much for your review and feedback Anne. It's my pleasure to help in any way I can.Repeat review
by a verified client in London
6 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Graeme Inglis helped you since your last review?
Always there to give advice. I feel confident that i will get prudent, sound advice.
Graeme:
Thank you so much for your kind review and comments Andrew. It's my pleasure to help.Repeat review
by a verified client in Lanarkshire
7 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Graeme Inglis helped you since your last review?
Help with reviewing investments also help understanding pension
Graeme:
Thank you so much for your kind review Carole. It's my pleasure to help.Review
by a verified client in Perthshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially it was because we were coming up to retirement.
How has Graeme Inglis helped you?
Graeme has helped us with all our financial issues over many years
Have you seen the outcome you were hoping for?
We have been delighted with the outcomes of everything recommended by Graeme.
What could they have done better?
Graeme has over the years always communicated clearly and regularly with us making sure we are happy with the service he is offering, so nothing to improve.
Graeme:
Thank you so much for your kind review Cameron. I hope you are all keeping well!