October 2022
We met Graeme, our Financial Adviser, in 2018 when my husband and I were looking at future retirement and our pension options. We were unsure where to start and when it came to financial planning, we were at a bit of a loss. After meeting with Graeme at home, we felt at ease and took on his recommendations and advice. He has a very friendly, professional and personable nature and we never felt awkward asking questions because he explained the answers in an easy to understand way. Four years later, we are now fully enjoying our retirement knowing that our finances are getting looked after. We have already recommended Graeme to friends and would have no hesitation in recommending his services with complete trust.
October 2022
We were delighted by the service and advice provided by Graeme of Newlands Financial Planning. Graeme took time to understand what we were looking for in our retirement and from our pension. He ensured that our needs were met as well as ensuring that the actions we proposed were in our best interests. Thank you for guiding us on our pension transfer journey.
October 2022
From the first meeting with Graeme through to organising my pension he has been helpful, knowledgeable, and has made the transition from employment to retirement a pleasant experience. He responds quickly and efficiently to any questions, giving sound advice. I have recommended his services to other colleagues who are equally impressed.