October 2019

My husband and I were considering early retirement but unclear what our options may be. We sought advice from Graeme to guide us through what we felt was a complicated minefield.

From the beginning Graeme explained complex issues clearly in layman’s terms to ensure our understanding - this really put us at ease. He helped us to identify our retirement and long term financial goals and also our attitude to risk. He then advised on the options available to us. Graeme explained the end to end process and timelines upfront and kept us informed at each stage - communication throughout was excellent. Graeme was always on hand for any questions and we had several meetings in our home. Graeme is professional, very approachable and easy to deal with.

Early retirement was a huge and pivotal issue for us and Graeme’s advice and support throughout has been invaluable. We look forward to Graeme’s ongoing guidance with reviewing our Retirement Accounts and future additional investments - we would highly recommend and indeed have already done so to our friends.

October 2019

I retired five years ago and at the time felt confused with the various option to be considered for my financial well-being in my retirement years.

After speaking with Graeme he outlined the best options for me given my approach to risk and how best to provide financial security combined with a reasonable return for my savings.

I found Graeme’s advice helpful and clear allowing me to make the decision needed for my retirement.

October 2019

At a critical time in my life and with major financial decisions to make it was very comforting to have Graeme on hand to support me and my family. Years of hard work building a good pension could be wasted had I not made good choices.

Graeme listened, fully understood my needs and wishes for the future, before making suggestions as to the options open to me. Since then he has maintained regular contact, noting any changes in my circumstances and then tailoring his guidance to those needs.

I feel safe and secure for the future having Graeme to call on.

October 2019

I cannot rate Graeme highly enough.  When we were looking at retirement and pension options, he offered a ‘First Class’ service which was re-assuring to us and provided high quality advice. We really enjoyed the fact that we can access our pensions whenever we want and plan withdrawals at any time. I would highly recommend Graeme to anyone looking for a reliable and trustworthy service.