Graham's reviews
Reviewed for
Insurance and Protection ( 32 )
Mortgages ( 18 )
Pensions ( 124 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 63 )
Auto Enrolment ( 3 )
Investments and Savings ( 117 )
Pension Transfers - Non Specialist ( 27 )
Inheritance Planning ( 38 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 25 )
Financial Planning ( 37 )
Financial Mentoring ( 5 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 25 )
£200k - £500k ( 22 )
£100k - £200k ( 9 )
Up to £50k ( 10 )
( 1 )
£50k - 100k ( 7 )
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
needed help with deciding on best retirement income options and management of retirement funds/ portfolio
How has Graham Keepen helped you?
Graham assessed our needs very thoroughly and provided both help, evaluation and execution of our mutually agreed retirement fund investments.
Have you seen the outcome you were hoping for?
Most certainly.
What could they have done better?
Nothing. Graham's pleasant and friendly manner instilled confidence and his back-up team performed the necessary processes faultlessly.
Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been with Graham for numerous years he looks after mine and my husbands pensions
How has Graham Keepen helped you?
Graham has helped me immensely by helping me move funds and always on call when needed
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review
by a verified client in Kent
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I retired last year and was conscious all my pension funds were stock market dependent. I therefore wanted to derisk over the longer term by purchasing an annuity.
How has Graham Keepen helped you?
Graham reviewed my pension portfolio, discussed the various options with me and helped secure me a good deal with an annuity provider.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Kent
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We recently sold a second property and we needed advice on what to do with the money.
How has Graham Keepen helped you?
1 He has put our ISAs together into an Investment ISA. 2 He has put our other money into a Flagstone account so we can pick the interest rates we wish.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nil
Review
by a verified client in Kent
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed an income in retirement and didn’t know how to do this
How has Graham Keepen helped you?
Graham has helped put our money into investments that provide an income, advised on pensions and helped with tax free ISA options
Have you seen the outcome you were hoping for?
We are very happy with the advice that Graham has provided as he really understands our needs. We also find him easy to talk to and he offers suggestions that we talk through.
What could they have done better?
Graham couldn’t do anything better