Graham's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 4 )
Pensions ( 12 )
Retirement income (annuities, drawdown) ( 3 )
Investments and Savings ( 2 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 2 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 1 )
Reviewers' assets
£50k - 100k ( 2 )
Up to £50k ( 8 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Lancashire
3 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I used Graham as his company was listed on a trusted site from several company's I already used and he was able to provide the specific help I needed.
How has Graham Duggan helped you?
Graham has advised us on consolidating some pensions into one but also on not doing so as well if this was more beneficial to me.
Have you seen the outcome you were hoping for?
yes we have now moved some pension pots under one umbrella and this has made planning for the future more straight forward
What could they have done better?
I Could not fault the service so i can not recomend any improvements
Review
by a verified client in Merseyside
3 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for a Pension plan I could take out.
How has Graham Duggan helped you?
Graham helped assess my financial standing and recommend the best pension plan for me to take out. Graham was friendly and answered all my questions.
Have you seen the outcome you were hoping for?
Yes, I am happy with the advice and pension plan I have.
Review
by a verified client in Manchester
3 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had multiple pensions from various companies i had worked for
How has Graham Duggan helped you?
Helpred me understand fully what i had, what i could do with them and how to invest to help save a bit more for my retirement
Have you seen the outcome you were hoping for?
Yes they are now in one place, i cant retire yet but hope that when i can ive made the right choices
What could they have done better?
Nothing yet for me
Review
by a verified client in Merseyside
3 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As I had pension policies with Royal London over a certain amount, they advised me to seek a FA and gave me the information to which to obtain one in my local area and I therefore rang and was put in touch with Graham.
How has Graham Duggan helped you?
He helped me immensely and very he was very patient in explaining my options
Have you seen the outcome you were hoping for?
Yes I have
What could they have done better?
Not to my knowledge. It was the first time ever that I have ever used a FA and I was very impressed.
Review
by a verified client in Merseyside
3 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
First time buyer buying a new home.
How has Graham Duggan helped you?
Graham was very efficient, understood my needs and got me what I wanted.
Have you seen the outcome you were hoping for?
Yes the outcome is what I wanted.
What could they have done better?
N/A