Graeme's reviews
Reviewed for
Insurance and Protection ( 17 )
Mortgages ( 8 )
Pensions ( 75 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 33 )
Investments and Savings ( 81 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 18 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 11 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 19 )
£100k - £200k ( 14 )
Up to £50k ( 7 )
£50k - 100k ( 10 )
Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to plan funding long term care for an elderly relative for whom I have power of attorney and to invest their money wisely.
How has Graeme Mackay helped you?
Graeme clearly explained the annuity to me and explained the positives and negatives. He obtained a quote about the likely cost and answered my questions. When I decided not to proceed with a long term care annuity he talked me through possible savings options and then researched products available and sent me the details to follow up. He went above and beyond in what he offered and was very generous with his time.
Have you seen the outcome you were hoping for?
Yes, I have clarity about how I'm going to proceed and I have a number of savings options to pursue.
What could they have done better?
I'm very satisfied with the service Graeme provided.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Graeme
Graeme had just returned from holiday (which maybe VouchedFor should have known) and had a very busy schedule, but he was able to attend an initial meeting with us at short notice.
Review
by a verified client in Surrey
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to make arrangements to start collecting my private pension in 2025
How has Graeme Mackay helped you?
Graeme is very professional and explained my options to me clearly so that I was in a position to make informed decisions.
Have you seen the outcome you were hoping for?
Yes, and the process has been put in motion for me to start collecting my pension in a couple of months time.
What could they have done better?
Not applicable.
First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Graeme
Confident and professional
Review
by a verified client in Kent
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed help and advice on my savings and investments
How has Graeme Mackay helped you?
Over the years I have known Graeme he has given me excellent advice
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
All has been ok