Graeme Inglis

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

To manage pension contributions

How has Graeme Inglis helped you?

Advised on pension companies.

Have you seen the outcome you were hoping for?

Not quite

What could they have done better?

Probably nothing. Outcome affected by market conditions.

Please provide a brief comment about your experience with Graeme

Graeme was so friendly and professional handling our pension annuity process from start to finish and provided my wife and myself with excellent professional advice with regards the various products available to us both which allowed us to make the correct decision in choosing the correct products which suited our requirements. We couldn't have chosen a better independent financial adviser and wouldn't hesitate in recommending him to ant of our friends or family for independent financial advise .

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?

Provided good advice on financial planning and pensions.

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?

Reviews and IT discussions.

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?

He has answered many questions regarding retirement options so I feel I am making informed choices. He never makes you feel stupid for not understanding anything and is happy to explain it to you. He has been able to do cash flow modelling for various scenarios so we can understand the income we would have with different choices. He has helped us keep track of our investments. He has also helped us make the most of tax free allowances.