Financial planning in plain English

Graeme is very conscientious and thorough, and he will definitely suggest what he feels is the best deal for your personal circumstances. It is refreshing to deal with someone so genuine and honest and we would not hesitate to recommend him.

Mr & Mrs MG, Northumberland

Graeme is the first adviser I have worked with who challenged my thinking about what I needed from my financial products. I had various preconceptions prior to my first meeting with Graeme and rather than talk to me about products, he asked me about my family, my aspirations and my lifestyle.

GJ, Newcastle

I find that his approach to be refreshingly different. He offers the financial services that would be of most benefit to you and not for him. He finds out whatyour aims are and then finds out whether it is achievable. Graeme explains everything in plain English and there is no hard sell.

RM, Company Director

Graeme provided excellent, objective advice at all times, backed up by sound & comprehensive research. Graeme guided the Directors of the company through the decision-making processes, allowing us to choose a suitable, value-for-money pension that suited the profile of our workforce, and the requirements of the company.

AP, Company Director

"Graeme has a pleasant manner, is easy to talk to, explains issues very clearly and we are delighted to recommend him. His advice to date has proven beneficial to us and we have full confidence going forward with him."

RB, Retiree

Graeme assisted in advising the directors individually and collectively of the best way to proceed. We had several meetings and eventually all agreed on the suggested plans provided by Graeme. He covered all the areas of our concerns and even areas we had not taken into consideration.

NM, Company Director

"Talks layman’s language about investment options – a subject that we have only a basic knowledge in."

VB, Retiree

Graeme has helped our company through auto enrolment and also guided us through various pension plans. Graeme came across both professional and very knowledgeable. His services to our company where invaluable.

GB, Company Director

"Graeme has provided excellent support to me personally over a difficult time and has also supported clients of my practice. I have no issues in recommending Graeme."

GL, Chartered Accountant