Graham's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 47 )
Pensions ( 15 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 8 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 2 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 5 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 2 )
£50k - 100k ( 3 )
Up to £50k ( 12 )
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 London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying a property
How has Graham Lee helped you?
Organised a mortgage for me
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Suffolk
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needing a first time buyer mortgage and was recommended by parents
How has Graham Lee helped you?
Obtain a mortgage
Have you seen the outcome you were hoping for?
Absolutely, he was patient and reassuring throughout which put me at ease
What could they have done better?
Nothing
Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
High levels of debt
How has Graham Lee helped you?
Massively
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Essex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Graham Lee helped you?
Managed my financial affairs
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Middlesex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My financial state was at worst, I was about to loose my house. But with his good knowledge of the market and what's available. He managed to pull me out of the mess.
How has Graham Lee helped you?
I had a complicated issue with mortgage and my current finance. He studied my case, and concluded a solution after hard work and follow up while maintaining his friendly approach and always there when I called.
Have you seen the outcome you were hoping for?
He solved my problem and I'm very pleased with it.
What could they have done better?
He did very well and I hope he keeps that way.