Graham's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 5 )
Pensions ( 61 )
Retirement income (annuities, drawdown) ( 26 )
Investments and Savings ( 52 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 4 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 6 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 7 )
£100k - £200k ( 12 )
£50k - 100k ( 12 )
Up to £50k ( 14 )
Review
by a verified client in East Riding
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Help with what to do with existing pension plans
How has Graham Thompson helped you?
Graham has helped me to relocate my existing pensions into ones that will work better for me
Have you seen the outcome you were hoping for?
Early days but the projections are promising
What could they have done better?
Nothing
Review
by a verified client in East Riding
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
previous adviser incompetent
How has Graham Thompson helped you?
did what I wanted
Have you seen the outcome you were hoping for?
yes
What could they have done better?
he's done an excellent job
Review
by a verified client in North Humberside
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed help to my some financial decisions with our pensions
How has Graham Thompson helped you?
He’s calculated and forecasted our pensions for later on in life and advised us which to move and reinvest
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in North Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Poor communication from our previous IFA saw us looking to transfer to a more local adviser.
How has Graham Thompson helped you?
Graham has an ability to explain the complexities of investment in terms that are easy to understand, giving us confidence in the decisions that we have made. He has been able to source the best plans for us as individuals, based on a risk level we're comfortable with and our plans for the future.
Have you seen the outcome you were hoping for?
Yes - Graham has been able to meet with us at home and over the phone, he keeps us up to date with progress and we can be confident that he's just a phone call away if we have any questions or concerns.
Graham:
Thank you for your kind review Laura. It's been a pleasure meeting with you and Simon recently and I look forward to advising you both over the coming years. Many thanks, GrahamReview
by a verified client in Yorkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I received a lump sum as part of my retirement package and wanted some clear advice on how best to invest it.
How has Graham Thompson helped you?
Graham looked at my current and future needs and we discussed the possible routes to investing in line with my circumstances. He gave clear, professional advice and explained each part of the process in great detail. He made sure that I was happy with his suggestions before proceeding and was extremely quick at responding to any concerns or questions I had. Graham is extremely approachable and willingly agreed to face-to-face meetings at times to suit me. I would certainly recommend him to others.
Have you seen the outcome you were hoping for?
Yes. My money is now all invested as agreed.