Graham's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 97 )
Retirement income (annuities, drawdown) ( 89 )
Investments and Savings ( 97 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 54 )
Long Term Care ( 14 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 86 )
Financial Mentoring ( 21 )
Financial Coaching ( 2 )
( 4 )
Reviewers' assets
£500k+ ( 25 )
£200k - £500k ( 39 )
£100k - £200k ( 9 )
( 1 )
Up to £50k ( 2 )
£50k - 100k ( 2 )
Review
by a verified client in Dorset
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement. A way of investing the lump sums from our pensions.
How has Graham McIntyre helped you?
He has maximised our investments and explained any relevant financial transactions and the implications thereof in a way that we could easily understand.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing springs to mind.
Review
by a verified client in Hampshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term investment and pension and retirement
How has Graham McIntyre helped you?
He has done an excellent job for us
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, he has been excellent for us
Review
by a verified client in Cornwall
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
On retiring I realised that I needed to invest in the stock market in a medium risk manner and spreading my savings in a managed portfolio. Graham’s firm had options that appealed and I have been satisfied with their performance in both good and bad markets.
How has Graham McIntyre helped you?
Graham gives a very detailed account of the yearly history and immediate expected movement of the economy. He talks through both our finances and what are wishes are. He’s thoroughly professional and at the same time personable.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Don’t know if I could find anything to improve.
Review
by a verified client in Hampshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When I set up my business 20 years ago, I was looking to develop my personal pension plan and investments
How has Graham McIntyre helped you?
He has been a long term trusted advisor and has helped with investments and advice on decisions I have made. He always gives me the options I need. He is knowledgeable and flexible
Have you seen the outcome you were hoping for?
Definitely. My investments have grown healthy beyond my expectations.
What could they have done better?
Maybe slightly less detail in discussions
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My inability to deal with accounts while full time working and going through divorce
How has Graham McIntyre helped you?
Yes. Graham is always pleasant to deal with. An excellent communicator he understands our circumstances and advice has always been personalised as our circumstances have changed over years.
Have you seen the outcome you were hoping for?
Yes our investments have been very sound and Graham is realistic about market movements and the economy.
What could they have done better?
We are getting to the point where inheritance and long term care are coming more in focus and these will probably be more on agenda in future.