Graham's reviews
Reviewed for
Insurance and Protection ( 32 )
Mortgages ( 18 )
Pensions ( 120 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 60 )
Auto Enrolment ( 3 )
Investments and Savings ( 115 )
Pension Transfers - Non Specialist ( 26 )
Inheritance Planning ( 38 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 23 )
Financial Planning ( 36 )
Financial Mentoring ( 5 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 23 )
£200k - £500k ( 22 )
£100k - £200k ( 9 )
Up to £50k ( 10 )
( 1 )
£50k - 100k ( 7 )
Review
by a verified client in Kent
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
my retirement
How has Graham Keepen helped you?
In all aspects of our finances
Have you seen the outcome you were hoping for?
we hope to
What could they have done better?
nothing at all
First impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Graham
Very fast response, progressing well
Review
by a verified client in Kent
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Graham Keepen helped you?
to use my pension savings efficiently to provide and income
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Given my circumstances I am of the opinion the advice given was good and do not feel that I would have received any better advice from another Financial Adviser.
Review
by a verified client in Kent
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed an IA to consolidate my financial planning, life insurance and pension plans and manage my portfolio under a single advisor
How has Graham Keepen helped you?
Great advice providing options for me to consider whilst always keeping me informed of changes in pension and tax rules to allow me to understand the impact of my decisions
Have you seen the outcome you were hoping for?
Yes, I receive great advice and mentorship with my planning and I have confidence that my portfolio is in good hands
What could they have done better?
N/a
Review
by a verified client in Kent
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Graham Keepen helped you?
He helped us choose investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing