Graham Lear

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

I was advised to look into transferring an old company pension.

How has Graham Lear helped you?

He gave me the advice I needed to make a decision as to whether it was in my best interest to transfer the pension or leave it where it is.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

He was very thorough and helpful when it came to completing the paperwork and answered any questions I had via e-mail very quickly. I don't feel he could have done anything better

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

Initially we were looking to get a mortgage.

How has Graham Lear helped you?

He got us a fantastic mortgage deal which we are still benefitting from. He has also reviewed our existing and then recommended new mortgage protection and life cover. More recently he has provided pension advice and recommended a more appropriate pension product, again sourcing a better deal over the longer term. He has also set us up with a long term investment portfolio to enable us to achieve long term financial goals. Graham Lear has been our financial advisor for almost 10 years now. He provides sound financial advice which we trust and value.

Have you seen the outcome you were hoping for?

The mortgage deal is great and we are still benefitting from a very low tracker rate which we have had for over 9 years. The pension advice has been really valuable. By transferring it now, when we are still a way off retirement age, means the investments will hopefully enable our pensions to grow at a faster rate over the next 25 years than a previous product.

What could they have done better?

We really trust and value the advice that Graham provides.

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

To help with money matters on our retirement.

How has Graham Lear helped you?

He listened to us. He comes to the house ( this is important to us ) & always has time to explain everything In a language that as elderly clients we can understand. He has given us excellent advice with no pressure to except in a hurry.

Have you seen the outcome you were hoping for?

Yes. Thanks to Graham's help & advice we are seeing a good return on our investment.

What could they have done better?

Nothing. Graham makes time to see us whenever we need him & this is greatly appreciated.

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

Help & good advice for retirement.

How has Graham Lear helped you?

He was extremely helpful and we felt his advice was the best we could possibly have got.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

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

I needed help with my financial planning for my retirement.

How has Graham Lear helped you?

Graham patiently explained and helped me to understand all the implications of financial planning in this day and age.

Have you seen the outcome you were hoping for?

I am able to live a fairly comfortable life with little financial worries. The products and services chosen for my life style have been excellent.

What could they have done better?

In my situation Graham could not have done anything better.