Reviewed for

Insurance and Protection ( 1 )

Mortgages ( 1 )

Pensions ( 75 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 56 )

Investments and Savings ( 109 )

Pension Transfers - Non Specialist ( 17 )

Inheritance Planning ( 17 )

Long Term Care ( 4 )

Pension Transfers - Specialist ( 13 )

Financial Planning ( 43 )

Financial Mentoring ( 6 )

Financial Coaching ( 3 )

Reviewers' assets

£500k+ ( 11 )

£200k - £500k ( 31 )

£100k - £200k ( 18 )

Up to £50k ( 6 )

£50k - 100k ( 16 )

Client reviews

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in West Lothian

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

My current ISA was consistently losing money a situation that required fixing but I didn't possess the knowledge to know how to correct the situation. So I looked for someone to advise me.

How has Graeme Inglis helped you?

Graeme helped me by advising me to move my ISA to a new provider (as my current one wasn't preforming well a fact backed up by other sources), completing the application form so all I had to do was sign it, and fill in the Direct Debit Mandate.

Have you seen the outcome you were hoping for?

As my new ISA is in process of being set up I can not say if I seen the outcome I am hoping for with regards to investment growth, rather than loss.

What could they have done better?

Nothing to say here.

Graeme's reply

Thank you so much for your kind review Dorcas. It has been a pleasure to help.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Lanarkshire

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

Retired from nhs . Graeme was recommended to me by a friend that advised him.

How has Graeme Inglis helped you?

Advice re investing and budget management.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can not think of anything.

Graeme's reply

Thank you very much Mary, it's a pleasure to help!

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Stirlingshire

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

Money to invest

How has Graeme Inglis helped you?

Guided us as to best investments to suit us

Have you seen the outcome you were hoping for?

Early days but happy so far

Graeme's reply

Thank you very much for your kind review Janice. It's a pleasure to help you, I look forward to a long and fruitful relationship.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Stirlingshire

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

Needed to receive professional advice regarding the profit from a house sale.

How has Graeme Inglis helped you?

Provided options on investments and pensions that my wife and eventually accepted

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Graeme's reply

Thank you very much for your kind review Brian. It's a pleasure to help you, I look forward to a long and fruitful relationship.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Midlothian

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

Since being with the NHS they offered a financial advisor serviceI took this as usually cautious with my money and this particular service was free. This move, in retrospect, was worth while. Then on retiring thought it best to continue

How has Graeme Inglis helped you?

Yes

Have you seen the outcome you were hoping for?

Mostly yes, but stock markets fluctuate

What could they have done better?

Probably not

Graeme's reply

Thank you so much for your kind review Mike, it’s a pleasure to help.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Renfrewshire

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

Retirement and inheritance

How has Graeme Inglis helped you?

Savings and pension drawdown

Have you seen the outcome you were hoping for?

Yes...hope so given the financial volatility

Graeme's reply

Thank you very much for your kind review Elizabeth. It’s my pleasure to help you.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Dunbartonshire

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

I knew Graeme previously and on receiving a some of money through inheritance I contacted him for advice about the best way to invest some of this for the future

How has Graeme Inglis helped you?

Again Graeme was very helpful and explained the options in an understandable manner. He was always happy to answer questions and to make sure that I understood the information given.

Have you seen the outcome you were hoping for?

Yes, Graeme was very clear and thorough at explaining the various options and guided me through in making the best decision for my goal

What could they have done better?

I can fault Graeme. He was always professional and informative. I felt that he gave good sound advice without feeling any pressure.

Graeme's reply

Thank you very much for your feedback and review Ruth. It has been a pleasure to help.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Ayrshire

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

REceipt of lump sum pension

How has Graeme Inglis helped you?

Found his advice to be clear and helpful.

Have you seen the outcome you were hoping for?

It is obviously influenced by markets, but generally a good balance of investments which represent my risk level.

What could they have done better?

Nothing comes to mind.

Graeme's reply

Thank you very much for your feedback and review John, it is very much appreciated. It is a pleasure to help in any way I can.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Midlothian

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

Need to structure finances.

How has Graeme Inglis helped you?

Good advice on all financial issues.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Graeme's reply

Thank you very much for your kind words and review Douglas. It is a pleasure to help.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Lanarkshire

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

Worried about inheritance tax care home fees

How has Graeme Inglis helped you?

Clear advice with several options

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Graeme's reply

Thank you very much for taking the time to leave a review Linda, it's a pleasure to assist with your finances.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Midlothian

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

Poorly performing pension

How has Graeme Inglis helped you?

Brought everything back on track

Have you seen the outcome you were hoping for?

Yes

Graeme's reply

Thank you very much for your kind review and feedback Colin. It’s a pleasure to help. I look forward to seeing you soon.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Fife

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

Investment advice needed.

How has Graeme Inglis helped you?

Good, sound financial advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Graeme's reply

Thank you very much Alister, it’s been a pleasure to help you over the years and for many years to come!

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Lanarkshire

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

Planning for early retirement

How has Graeme Inglis helped you?

Graeme provided clear and concise retirement options. In addition provided financial modeling based on projected income and expenses. Allowed me to make data driven decisions based on lifestyle and risk factors.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Graeme's reply

Thank you very much for your kind words and review Brian. It's a pleasure to help you both get to the next phase of your lives.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Perthshire

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

Had already retired and had money invested and was looking for a better return on the capital sum

How has Graeme Inglis helped you?

Has set up a wider portfolio, kept us well informed to market changes and the consequences of any change, has annual meeting to discuss our needs, is always on the end of the phone to clarify/give his advice, is always well prepared, pleasant and approachable.

Have you seen the outcome you were hoping for?

Current times have been tough but the investment is now beginning to show some signs of recovery and improvement

What could they have done better?

I think the service given by Graeme is excellent. He, himself, is always looking to make any improvements to benefit his clients.

Graeme's reply

Thank you very much for your kind review Ian, it's a pleasure to look after you and Sheila.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Hampshire

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

Not skills I possessed myself

How has Graeme Inglis helped you?

Excellent advice on my pension, paying dividends.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Graeme's reply

Thank you so much for your kind review Phil, it's always a pleasure to help you.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Midlothian

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

I asked advice on pension savings

How has Graeme Inglis helped you?

Graeme’s advice is helpful, clear &informed by experience and current situations

Have you seen the outcome you were hoping for?

Yes

Graeme's reply

Thank you very much for your kind review Alana. It's a pleasure to help.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Fife

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

Advice for retirement.

How has Graeme Inglis helped you?

very much so

Have you seen the outcome you were hoping for?

yes

What could they have done better?

not applicable

Graeme's reply

Thank you very much for your kind review Alex. It's a pleasure to help.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Fife

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

Receipt of inheritance.

How has Graeme Inglis helped you?

He was very good and patient explaining things to us. His cash flow profiling was a great way to understand the options.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We thought the app gave us live data but it was only intended to be updated quarterly, it could have been explained more clearly.

Graeme's reply

Thank you very much for your kind review Fiona and for flagging up the issue with the app. I hope you are satisfied with the workaround I put in place to update your valuations on a monthly basis. I am hopeful that the issue with the valuations being updated via the app by your investment provider on a daily basis will be resolved soon.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Renfrewshire

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

When I was planning my retirement almost 8 years ago.

How has Graeme Inglis helped you?

Graeme has helped me understand the importance of investing and keeping my money safe.

Have you seen the outcome you were hoping for?

Yes and no due to the financial markets more recently.

What could they have done better?

Can’t think of anything

Graeme's reply

Thank you very much for your kind feedback Carole, it is a pleasure to help.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Renfrewshire

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

Several separate pensions needing consolidation

How has Graeme Inglis helped you?

Confidence in his information

Have you seen the outcome you were hoping for?

Recent financial disruption has stifled returns, but advice remained positive

Graeme's reply

Thank you very much for your kind feedback Duncan. It's been a pleasure to help you over the years and I look forward to helping you for many years to come.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Stirlingshire

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

Retirement was on the horizon

How has Graeme Inglis helped you?

Explained in detail what to expect on retiring.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Pleased with the service provided

Graeme's reply

Thank you very much for your kind feedback. It's been a pleasure to help over the years and for many more to come!

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Kincardineshire

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

Pension review

How has Graeme Inglis helped you?

Guided me through the whole process

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Graeme's reply

Thank you very much Joe, it's a pleasure to help you achieve your objectives. I'm looking forward to helping you for many years to come!

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Lanarkshire

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

Due for retirement and wanted advice on the best way to Invest my pension lump sum.

How has Graeme Inglis helped you?

Graeme has visited us annually to review everything with us and kept us abreast of anything in between via emails. He has answered any questions that we have had and his calm manner has gave us confidence in how our portfolio is progressing going forward.

Have you seen the outcome you were hoping for?

Yes over the 7 years I have been happy with the returns although this year has not been so good but am aware that you should look at your investments long term which I am happy to do.

What could they have done better?

Difficult to answer that apart from to say we have always been happy with the service Graeme has provided and always look forward to him coming to give us an annual review.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Fife

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

Wanting an overall picture and more insight into my finances and options for retirement

How has Graeme Inglis helped you?

He has given me peace of mind that I will have financial security in my retirement Without feeling pushed into making any decisions only giving me all the information to make a decision.

Have you seen the outcome you were hoping for?

Still waiting to see how my investments will increase as not been invested for over a year yet.

What could they have done better?

I am happy with his service.

Graeme's reply

Thank you very much for your your kind review Mark, it is a pleasure to help you and the family. It is early days but hopefully you can see everything is starting to point in the right direction.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Fife

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

early retirement

How has Graeme Inglis helped you?

gave confidential advice with his knowledge and expertise

Have you seen the outcome you were hoping for?

yes

What could they have done better?

n/a

Graeme's reply

Thank you so much for your kind review Jackie and Callum, it's a pleasure to help you achieve your goals!

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Midlothian

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

Lack of professional knowledge about financial arrangements

How has Graeme Inglis helped you?

Assurance and confidence......and his realistic assessment of financial situations in the UK. In these difficult and confusing times, he continues to be frank and open as to the current financial situation.

Have you seen the outcome you were hoping for?

Yes and No.....I think that this is a ridiculous question, given how the Covid pandemic altered normal working systems; and how the acceptance of Brexit has fractured ...at the least... the wellbeing of the devolved nations. The only aspect of 'YES' here is that, hopefully, the devolved nations of the UK will see the denial and, indeed, the betrayal of Scotland, Wales and N. Ireland by the alleged 'devolution' that has ever been incorporated in the Union of the Parliaments (1707). (An aside: there is considerable irony in the fact that the English crown of 'Good Queen Bess' was inherited by the Scottish James VI (of Scotland) = James Ist (of England)....as it has now led to a once-sovereign Scotland becoming a minion amongst nations! This, above all, has relentlessly diminished both the potential foresight and judgement of any financial adviser.

What could they have done better?

Found a efficacious spell to bring Independence to Scotland (appreciated : unfair request!)

Graeme's reply

Thank you very much for your comprehensive review Kirsty. Your feedback is very much appreciated.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Fife

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

Early retirement, so I needed pension advice.

How has Graeme Inglis helped you?

He helped me choose the right pension for my needs.

Have you seen the outcome you were hoping for?

Yes, very happy.

What could they have done better?

I'm not sure, there must be something but I have no idea what it could be.

Graeme's reply

Thank you very much for your review and feedback Frank. It's a pleasure to help make sure you are on track to enjoy a happy and fulfilling retirement.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Dunbartonshire

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

Retirement

How has Graeme Inglis helped you?

Advice on how to invest savings

Have you seen the outcome you were hoping for?

Due to effects of covid, Brexit, global wars etc it could have been better.

What could they have done better?

Nothing

Graeme's reply

Thank you so much for your feedback and review Ewan. It's always a pleasure to help you and Laura over the years.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in London

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

To ensure my pensions were managed

How has Graeme Inglis helped you?

String sensible investment advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Don't know

Graeme's reply

Thank you so much for your review and feedback Andrew. I look forward to speaking with you early next year.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Clackmannanshire

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

Life planning

How has Graeme Inglis helped you?

He picked up after previous FA retired, having provided services to other family members.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not aware of anything.

Graeme's reply

Thank you so much for your kind review. It's a joy to assist you and all of the family, thank you for referring them to me.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Midlothian

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

I retired 11years ago and needed pension advice at the time and also investment advice

How has Graeme Inglis helped you?

Graeme showed me how to invest my money

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Graeme's reply

Thank you so much for your kind review Murray. I look forward to seeing you soon.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Lanarkshire

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

Investment, savings and retirement.

How has Graeme Inglis helped you?

Consultation with myself regarding my spending habits savings and retirement pension. Advice on managing my savings and investments when retiring.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I cannot think of anything he could have done better.

Graeme's reply

Thank you very much for your kind words Mary, it's a pleasure to help.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in West Lothian

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

Inheritance Investments

How has Graeme Inglis helped you?

Investment advice and product selection

Have you seen the outcome you were hoping for?

Yes

Graeme's reply

Thank you Alex, it's a pleasure to help you and I am pleased you have had a positive experience.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Lanarkshire

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

The NHS provided a seminar and access to a financial adviser to my wife as part of retirement planning and access was available to spouses too. I had a couple of old pensions hanging about needing looked at so contacted Graeme’s firm.

How has Graeme Inglis helped you?

Graeme’s advice and support enabled me to transfer the old pensions into SIPP and establish a savings wrap. He supplies monthly newsletters and an annual review with advice to keep things on track or respond to market changes.

Have you seen the outcome you were hoping for?

Over approx 8 years there has been a good growth in overall provision with obviously recent results not being so good due to Russia’s war and general worldwide economic conditions.

What could they have done better?

I cannot think of anything that Graeme could have done better.

Graeme's reply

Thank you so much for your kind review David, it’s a pleasure to help. I look forward to helping you over the next few years heading in to retirement and beyond.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Midlothian

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

Needed advice on pensions and investments

How has Graeme Inglis helped you?

Good financial advice

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing

Graeme's reply

Thank you very much for kind review Douglas, it's a pleasure to help in any way I can.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Lanarkshire

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

Retirement planning

How has Graeme Inglis helped you?

Makes everything clear and easy to understand always follows up with prompt email and is fabulously efficient

Have you seen the outcome you were hoping for?

Yes nothing is every a problem

What could they have done better?

Nothing

Graeme's reply

Thank you so much for your kind feedback Linda, it's a pleasure to help. I look forward to speaking again soon.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Lanarkshire

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

My husband was about to semi retire

How has Graeme Inglis helped you?

A great deal...Graeme advised me and my husband 're our finances going forward in a clear and well explained manner.

Have you seen the outcome you were hoping for?

Yes all plans are in place 're our financial future

What could they have done better?

Nothing in my opinion

Graeme's reply

Thank you so much for your kind review Alison. I wish you both all the best for the future.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Perthshire

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

Long term planning including retirement and potential inheritance tax exposure

How has Graeme Inglis helped you?

Graeme has guided me through all aspects of my financial planning, keeping me updated on a regular basis. He has always been available to discuss any concerns and how changes might affect me.

Have you seen the outcome you were hoping for?

Outcomes have always been in line with expectations

What could they have done better?

I cannot think of anything that would improve the service I received

Graeme's reply

Thank you very much for this feedback and your kind words Jane. It's a pleasure to help you and the family achieve your financial goals.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Perthshire

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

Someone capable and trustworthy.

How has Graeme Inglis helped you?

Graeme has been our advisor for many years and has helped us with all our financial needs over that time.

Have you seen the outcome you were hoping for?

Yes. Even through the difficult times, the outcomes have been good.

What could they have done better?

Personally, I can't think of anything.

Graeme's reply

Thank you very much for your kind words, it's a pleasure to look after you and all the family.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Dunbartonshire

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

The need for expertise and advice in areas I felt I required them

How has Graeme Inglis helped you?

Provided the above along with confidence to proceed with his recommendations

Have you seen the outcome you were hoping for?

Disappointing investment outcomes as a result of extreme market circumstances as opposed to inadequate service.

What could they have done better?

Im not aware of any shortcomings in the services received. As stated, recent market situations as a result of exceptional worldwide events have hindered outcomes.

Graeme's reply

Thank you very much for your feedback Jeff, it's a pleasure to help you both.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Dunbartonshire

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

Planning for retirement

How has Graeme Inglis helped you?

Graeme has consistently given clear and sensible advice on retirement planning and managing personal finances going forward. He has done so with a friendly and pleasant manner and is contactable and approachable at all times, which is very reassuring.

Have you seen the outcome you were hoping for?

Yes - I was hoping for the simplest but most efficient way of managing finances, and have been provided with a portfolio tailored to our needs,

What could they have done better?

I don't believe anything could have been done better and am very happy with the service received.

Graeme's reply

Thank you very much for your feedback Morna, it's a pleasure to help you both.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Midlothian

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

I wanted professional advice that was comprehensible.

How has Graeme Inglis helped you?

He guided me through the options available and made recommendations suited to my circumstances and means.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I am content with the outcomes so that, given the economic climate, I am not aware of what could have been done better.

Graeme's reply

Thank you very much for your feedback Donald. It’s a pleasure to help.

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Lanarkshire

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

My wife and I wanted to consolidate our finances into an easy to manage way

How has Graeme Inglis helped you?

Graeme has been important in consolidating our finances and we now have a much better understanding of our current and future financial situation.

Have you seen the outcome you were hoping for?

We absolutely have

What could they have done better?

I can think of nothing

Graeme's reply

Thank you so much for your kind feedback it is a pleasure to help you both!

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in West Lothian

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

I was looking for advice prior to retiring from the NHS and on how to look after my lump sum pension payment.

How has Graeme Inglis helped you?

Graeme provided initial advice on how best to invest my lump sum and has provided regular reviews of my financial situation.

Have you seen the outcome you were hoping for?

Pretty much, yes

What could they have done better?

N/A

Graeme's reply

Thank you so much for your very kind review Dorothy. It's been a pleasure to help you over the years.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Dunbartonshire

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

Look at the possibility of early retirement.

How has Graeme Inglis helped you?

He has pulled together all the pensions I have and my wife's , to create a sum of money to draw down on.

Have you seen the outcome you were hoping for?

Yes he has organised it so that i can take a monthly income to cover my expenses until I receive my state pension .

What could they have done better?

They have done all that would expect

Graeme's reply

Thank you very much for your kind feedback Kevin. It's a pleasure to help you both.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in London

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

I needed advice on consolidating different pension pots and on their overall investment

How has Graeme Inglis helped you?

On consolidation and investment. Very scrupulous and careful advice.

Have you seen the outcome you were hoping for?

Yes with some good protection against the downturn

What could they have done better?

I'm very please with the service I receive

Graeme's reply

Thank you so much for your review and kind words Andrew, it's a pleasure to help.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Dunbartonshire

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

Inheritance and investment of pension lump sums

How has Graeme Inglis helped you?

He has made recommendations on investment plans for inheritance and pension lump sums. We had little or no experience in this and greatly needed this input.

Have you seen the outcome you were hoping for?

Like everyone we have been greatly hit by downturns in investments in recent years which have been difficult. Prior to these global issues we were very pleased with investment progress.

What could they have done better?

I am confident that Graeme worked hard on our behalf to mitigate the negative impacts of these events.

Graeme's reply

Thank you very much for your kind review Jeff. It's a pleasure to help.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Clackmannanshire

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

Retirement of previous FA.

How has Graeme Inglis helped you?

Reviews and advised finances and inheritance.

Have you seen the outcome you were hoping for?

Yes

Graeme's reply

Thank you very much for your review Anne, I look forward to speaking with you soon.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Ayrshire

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

Receipt of lump sum pension payment which required investment.

How has Graeme Inglis helped you?

Gave clear advice based on assessment of my risk profile.

Have you seen the outcome you were hoping for?

No, but can't hold Graeme accountable for pandemics, wars etc. Advice received remains sound.

What could they have done better?

Not sure.

Graeme's reply

Thank you very much for your kind review and feedback John. It's a pleasure to help.

Review from verified client

December, 2022

Overall

Advice

Value

Service

Based in Renfrewshire

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

My wife and I signed up for financial advice and planning with Graeme Inglis prior to my retirement in 2014. I had attended a pre-retirement course through my employer and I decided I needed help to plan my finances for the futre.

How has Graeme Inglis helped you?

Graeme has been fantastic with his knowledge and patience working with us over the years. He has been excellent in keeping us up to date, and especially giving updates during the current financial upheaval due to the war in Ukraine. I have no hesitation in recommending Graeme to look after your finances. He has ensured we have a regular income to support my pensions so we can continue to enjoy life to the full. Graeme answers emails at all times of the day and night and is very prompt in implementing any changes or updates in our plans.

Have you seen the outcome you were hoping for?

Yes, in terms of getting a regular income to enhance my pensions and overall seeing my savings grow.

What could they have done better?

I can't really think of anything.

Graeme's reply

Thank you so much for your very kind words George. It's an absolute pleasure to help.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in London

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

I originally needed a third party review of my investment portfolio and pension arrangements.

How has Graeme Inglis helped you?

He provide current valuations on investments and cash value of my company pensions. This allowed me to take control of my pensions and maintain the future value for my family and advise on the need for the correct life insurance.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Been introduced to Graeme earlier.

Graeme's reply

Thank you very much Maxim, it has been a pleasure to help you and the family over the years and hopefully for many years to come.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Dunbartonshire

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

Retirement

How has Graeme Inglis helped you?

By advising me how to make the most of my savings.

Have you seen the outcome you were hoping for?

Not entirely due to Covid outbreaks.

What could they have done better?

Graeme has done fine, but not the government in Westminster.

Graeme's reply

Thank you so much for your feedback Ewan. Hopefully next year will be a bit more positive as regards investments.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lanarkshire

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

Advice on investment of a lump sum

How has Graeme Inglis helped you?

Assessed the levels of risk I wished to take and listened to understand my current and potential financial needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can't think of anything. He keeps you updated and allays any concerns over the country's recent financial hiccoughs

Graeme's reply

Thank you very much for your kind words Karen. I look forward to catching up with you soon.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Midlothian

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

I was leaving the NHS and needed to invest my lump sum to maintain a good quality of living

How has Graeme Inglis helped you?

He has done the above with probably better results than I expected. He has subsequently given advice on future plans for the family

Have you seen the outcome you were hoping for?

Yes, most likely better than I expected

What could they have done better?

Don't think anything

Graeme's reply

Thank you very much Mike, it's a pleasure to deal with you and all the family.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lanarkshire

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

I was retiring early and Graeme was recommended by nhs staff benefits. Mr Joe Quinn.

How has Graeme Inglis helped you?

Yes very helpful and good advice my investments are doing well. Lovely manner easy to talk to and explains investing in easy terms. Also very efficient when I wish to withdraw from my investments .

Have you seen the outcome you were hoping for?

Yes they are doing well.

What could they have done better?

Can’t think of anything.

Graeme's reply

Thank you very much Mary. I am pleased everything is working out as planned for you.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lanarkshire

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

Suddenly had a lot more money to look after following my retirement. Graeme was, thankfully, there to help advise me with this new problem.

How has Graeme Inglis helped you?

I have been very grateful for the advice and professionalism given by Graeme each step of the way so far. It really is a long term commitment by both of us.

Have you seen the outcome you were hoping for?

Because of the many setbacks the financial market has had to endure recently, the returns I was hoping for have been slower to come to fruition but I can see that happening now. Graeme’s regular updates have been a significant help in dealing with these concerns.

What could they have done better?

I can’t actually think of anything he could have improved on. I’m very satisfied with the service I receive

Graeme's reply

Thank you very much for your kind words John. It has been a difficult year to say the least but hopefully markets will start to improve soon.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lanarkshire

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

I was in the process of retiring.

How has Graeme Inglis helped you?

Consolidated my investments

Have you seen the outcome you were hoping for?

Not quite yet as the markets are very unstable at the moment

What could they have done better?

Not that I am aware of

Graeme's reply

Thank you very much for your feedback Anne. It's a pleasure to help, hopefully markets will start to improve over the next year.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Midlothian

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

Needed guidance.

How has Graeme Inglis helped you?

Given guidance, been accessible, reports regularly.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Don't know.

Graeme's reply

Good afternoon Donald, thank you so much for your review and feedback. This is very much appreciated!

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Surrey

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

Approaching retirement with pensions to consolidate.

How has Graeme Inglis helped you?

He has given excellent advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Graeme's reply

Thank you so much Phil, that's very kind of you to leave such positive feedback. I look forward to speaking with you soon.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Renfrewshire

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

i was anticipating retiral and needed advice to consolidate various pension pots. Also to enable me to judge my possible retirement income.

How has Graeme Inglis helped you?

He has helped to continue to advise and monitor my investments.

Have you seen the outcome you were hoping for?

Yes.....clearly the current economic crisis will possibly require further monitoring.

What could they have done better?

nothing

Graeme's reply

Thank you very much for your kind words Elizabeth, it's a pleasure to look after you.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Renfrewshire

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

Limited available finance but looking for reliable advice.

How has Graeme Inglis helped you?

Personal advice, understanding of circumstances.

Have you seen the outcome you were hoping for?

Current disruption of UK economy has impacted outcome anticipated, however recent updates gives optimism for future growth.

What could they have done better?

See above, market impact on investment is outside influence.

Graeme's reply

Thank you so much Duncan, I look forward to catching up with you soon.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Dunbartonshire

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

Preparation for retirement

How has Graeme Inglis helped you?

Many ways, he speaks simple language to help us understand the implications of good financial planning prior to retirement.

Have you seen the outcome you were hoping for?

We feel more confident in our preparations by investments and savings.

Graeme's reply

Thank you so much Allison, it's been a pleasure to help and I look forward to helping for many years to come!

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Stirlingshire

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

Transferring our pension and looking for a reliable advisor.

How has Graeme Inglis helped you?

We have been a client for Poise since 2015 and have been extremely satisfied on how Graeme has set us at ease with our pension pot. Completing all the ccomplicated forms there are to sign and explaining in great detail the small print.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

There is nothing we can add to a great service

Graeme's reply

Thank you so much Jim and Elaine it's been a pleasure to help you over the years and I hope for many more years to come!

First impression from a user who is not yet a client

November, 2022

Overall

Please provide a brief comment about your experience with Graeme

Excellent keeps you well informed and always keeps in touch. Secure access is given 24/7 to your investments

Graeme's reply

Thank you very much Florence and Alexander. It's been a pleasure to deal with you through the years.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Lanarkshire

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

Retirement

How has Graeme Inglis helped you?

Made everything simple and easy to understand . Graeme is olso very approachable and always responded quickly to any issues

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Feel I have recieved an excellent service

Graeme's reply

Thank you so much for taking your time to review my services Linda, it's a pleasure to help.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Renfrewshire

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

Pension advice

How has Graeme Inglis helped you?

has made sure that my pension portfolio is in line with my attitude to risk

Have you seen the outcome you were hoping for?

I have

What could they have done better?

N/A

Graeme's rep