Why choose us?

We could be a great match

Clients come to us for brilliant results – and we deliver on that! But scratch the surface and you’ll find there’s so much more to us than just financial performance. Here are some of the other reasons why we’re trusted by so many.

Down-to-earth service

We firmly believe that financial advice doesn’t have to be intimidating or complex. On the contrary, ours is wholly approachable, friendly and jargon-free. No need to worry about feeling out of your depth!

Financial planners, not investment managers

We focus on people first, money second. Our role is to ensure your financial plan aligns with your goals and values. We can then recommend best in class solutions and fund managers to suit you.

Our Chartered status

As a Chartered Financial Planner, Graeme has demonstrated a high level of knowledge, skill and ethical practice. The “gold standard” of financial planning, it’s a sign that you can trust in his advice and his approach.

Specialist advice for NHS workers

Graeme has been advising NHS staff since 2011, so we speak your language. We understand the ins and outs of NHS pension schemes and how we can help add the most value.

Knowledge and expertise

With more than 25 years’ experience, Graeme is also a professional lecturer at Edinburgh University, where he teaches a yearly financial services module to graduates. Safe to say he knows his stuff!

Long-term, valued relationships

Financial planning is a journey, and we’re in it for the long run. We nurture great relationships with our clients that span years and generations, often encompassing multiple family members!

We come well recommended, too!

Just take a look at our list of 5* reviews on VouchedFor, each one left by one of our happy clients.


Reviews and Ratings for Financial adviser Graeme Inglis, Edinburgh

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 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

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

Fancy a chat?

Send us a message using our contact form to set up an initial conversation. All we need is a quick overview of your situation and we’ll be in touch.