Graeme's reviews
Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 1 )
Pensions ( 83 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 64 )
Investments and Savings ( 117 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 19 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 51 )
Financial Mentoring ( 7 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 35 )
£100k - £200k ( 19 )
Up to £50k ( 6 )
£50k - 100k ( 16 )
Repeat review
by a verified client in Midlothian
6 months 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?
Provided good advice on financial planning and pensions.
Graeme:
Thank you very much for your kind review and feedback Douglas. It is always my pleasure to help you achieve your financial planning goals.Repeat review
by a verified client in Clackmannanshire
6 months 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?
Reviews and IT discussions.
Graeme:
Thank you very much for your kind review Anne, I am delighted to help in any way I can.Repeat review
by a verified client in Fife
6 months 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?
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.
Graeme:
Thank you very much for your kind review and feedback Fiona. It's a pleasure to help you both.Repeat review
by a verified client in Renfrewshire
6 months 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?
I have confidence in the management of my pension by Graeme
Graeme:
Thank you very much for your kind review and feedback Duncan, it's always been an absolute pleasure to help you.Repeat review
by a verified client in Renfrewshire
6 months 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?
Advice on drawdown and general investments
Graeme:
Thank you so much for your kind review and feedback Elizabeth. It's my pleasure to help.