Graeme's reviews
Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 1 )
Pensions ( 95 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 75 )
Investments and Savings ( 127 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 22 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 57 )
Financial Mentoring ( 8 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 41 )
£100k - £200k ( 21 )
Up to £50k ( 6 )
£50k - 100k ( 17 )
Repeat review
by a verified client in Midlothian
2 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 retirement planning and management of investments
Graeme:
Thank you so much for your review and feedback Colin, it's my pleasure to help.Repeat review
by a verified client in Kinross-shire
2 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?
Has been there if we needed him. Gave comprehensive info on the recent budget and the potential implications for our investmwnts
Graeme:
Thank you so much Ian, it's always my pleasure to help.Repeat review
by a verified client in Stirlingshire
2 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?
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
2 months 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
2 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?
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.