415 reviews | 4 verified advisers

Selection of recent reviews. Read all reviews

Review for Graeme Mackay

December 2023

What were the circumstances that caused you to initially look for a financial adviser?

Planning for retirement with a disparate range of investments in a number of different locations.

Have you seen the outcome you were hoping for?

In terms of organising my investments and plans for moving and transferring them, I am happy with the outcome. Sadly market forces have not been kind during the period but we have adjusted for this.

How has Graeme helped you?

Clarifying what investments I had already made and what I should do with them, arranging new ISA investment and taking care of the transfers as needed. He also gave my family inheritance tax guidance when needed, and also assisted in certifying some documents for me.

What could they have done better?

I don't believe that anything could have been done better without use of a crystal ball.

Review for Graham Keepen

December 2023

What were the circumstances that caused you to initially look for a financial adviser?

Qualified management of Legacies and Trusts and Pension Lump sums.

Have you seen the outcome you were hoping for?

Yes.

How has Graham helped you?

Carefully sought information and companies which managed outcome and risks according to my requirements.

What could they have done better?

I am not sure they could have.

Review for Graeme Mackay

November 2023

What were the circumstances that caused you to initially look for a financial adviser?

My husband and I required financial advice to help support the longer term planning for our pensions.

Have you seen the outcome you were hoping for?

The change have only been applied recently, but we are extremely happy with the plans that Graeme has put in place for us.

How has Graeme helped you?

Graeme was extremely helpful, he was very concise and made a complex process very easy to understand. We feel very happy with the changes that Graeme has put in place for us.

Review for Graeme Mackay

November 2023

What were the circumstances that caused you to initially look for a financial adviser?

A combination of changed personal circumstances, including reviewing my mortgage, my retirement needs and general financial planning

Have you seen the outcome you were hoping for?

Yes

How has Graeme helped you?

Advised me about how to maximise what o had and the various options to do so

What could they have done better?

Nothing that I am aware of

Review for Graeme Mackay

November 2023

What were the circumstances that caused you to initially look for a financial adviser?

Initially a transfer from a work place pension

Have you seen the outcome you were hoping for?

Yes

How has Graeme helped you?

Always on hand and responsive to queries, keeps me well informed and I feel Graeme and Fox Grove associates have my best interests in mind.

What could they have done better?

I am pleased with their services.