Top Rated Firm 2024
480 reviews | 4 verified advisers
Review for Graeme Mackay
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Mothers interests
How has Graeme helped you?
He was very knowledgable and was very patient with my not so understanding mother
Have you seen the outcome you were hoping for?
Yes
Review for Graeme Mackay
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Honest and friendly
How has Graeme helped you?
He helped me to invest my money wisely
Have you seen the outcome you were hoping for?
Yes
Review for Graeme Mackay
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Changes to circumstances while in a defined benefit pension scheme.
How has Graeme helped you?
Enabled me to make the right decision to change my Normal Pensionable Age to 65 reducing contributions and increasing benefits.
Have you seen the outcome you were hoping for?
Yes.
Review for Graeme Mackay
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
New mortgage and needed some life cover
How has Graeme helped you?
He setup the plans to cover us if we died or get a critical illness
Have you seen the outcome you were hoping for?
N/A
Review for Joe Parker
What were the circumstances that caused you to initially look for a financial adviser?
My current savings arrangements were coming to the end of their term and with the decline in interest rates, I needed to find alternative ways to make a better return on my savings. Having no experience in this area, I wasn’t confident to approach this alone and sought the advice of Joe.
How has Joe helped you?
Joe has spent time with me, explaining the options available to me, the risks associated with each one, and how the switch to these alternative products compare to what I currently hold. He delivered the information clearly and in a format I understood.
Have you seen the outcome you were hoping for?
I look forward to tracking the outcome of my new investments, and for now I can say I have made my transfers to Foxgrove, via Joe, with the trust and confidence that my finances are in good hands.
