Hear from our clients
Don’t just take our word for it. Hear from some of the people we’ve helped with our advice.
Graeme provides advice with great clarity. Unused to the world of investments he was able to provide the right level of information in an easily understandable manner.
A client in Lanarkshire
Graeme excelled and I am very pleased with the position (financially) that I now find myself in. My deepest thanks go to Graeme and his team for their excellent service, and I look forward to their continued advice.
A client in Fife
By helping us take control of our pensions, Graeme gave us a reassuring back stop at a time when our jobs were uncertain. I wish I had met Graeme earlier!
A client in London
Graeme has the patience to listen, which gives him a good understanding of my situation and requirements. He makes me feel at ease during our meetings and gives me various investment options to consider. There is no hard sell or pushiness. He is trustworthy and truthful and has given me great peace of mind.
A client in Bedfordshire
Graeme was very professional and conducted an overall review before making recommendations which were followed up in writing. He is very good at his job, assesses situations well, is totally trustworthy, and can be relied upon to give good "non pushy" advice after full research.
A client in West Lothian
Graeme organised a financial seminar for NHS staff nearing retirement. I was impressed with his knowledge and presentation and there was no pressure to sign up.
A client in Lanarkshire
Graeme has a dedicated, systematic approach to our financial planning and we are very pleased with the
positive results. We look forward to his regular visits to our home.
A client in Berwickshire
Graeme's welcome visits bring both me and my wife total confidence in his ability and
he always leaves us believing that he is acting in our best interests.
A client in Renfrewshire
Graeme is very approachable and his financial advice is presented in a way that I can understand! I'm sure my situation isn't complex in the great world of finance, but he never makes me feel I am wasting his time.
A client in West Lothian
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