Graham's reviews
Reviewed for
Pensions ( 5 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 4 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 1 )
Pension Transfers - Specialist ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 2 )
Repeat review
by a verified client in West Sussex
4 years ago
Overall
Value
Service
Advice
This review is a follow-up review from a client who left a review previously.
How has Graham Norford helped you since your last review?
Always quick to respond when advice sought and queries raised
Repeat review
by a verified client in Nottinghamshire
4 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Graham Norford helped you since your last review?
Graham has supported me with planning for my retirement which has included, advice on accessing my private and work pension. He has also helped me in reviewing my saving and investment portfolio.
Review
by a verified client in Nottinghamshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Professional advice on pension planning and financial matters.
How has Graham Norford helped you?
Very professional approach in understanding current position and options on future planning.
Have you seen the outcome you were hoping for?
Yes, very pleased and reassured that all advice given is unbiased and in my best future interest.
What could they have done better?
None
Review
by a verified client in East Sussex
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for someone to help me with my pension planning and to consolidate my pension pots.
How has Graham Norford helped you?
Graham made everything simple and clear to follow and took away the burden of worrying about whether my pension pot was doing as well as it should. This is a great relief for me as someone who is not knowledgeable about the investment market and does not have the time to keep a close eye on investments. Graham tailored the advice to my nature, personality and retirement goals.
Have you seen the outcome you were hoping for?
I was hoping for better growth by now but Brexit and Covid19 have put a spanner in the works. However, I am lucky enough to be able to sit it out. I am pleased that the damage to my pension funds as a result of these external factors is perhaps not as bad as it could have been.
What could they have done better?
I am very happy and have no comments to make. I would just say, however, that Graham is always very approachable, helpful and explains everything well.
Review
by a verified client in Berkshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommended by a colleague
How has Graham Norford helped you?
He helped me set up a good working budget within my investment.
Have you seen the outcome you were hoping for?
Yes,