I first heard about Rutherford Wilkinson when they hosted a post grad meeting at North Tyneside hospital. They seemed a pleasant team, and following the retirement of a previous adviser it was an opportune time to re-organise a somewhat shotgun approach to our finances.
My wife and I organised a meeting with Graeme Urwin and found him an easy and understanding person to deal with. Fees for his services were clearly outlined prior to engagement and advice given was completely independent and not funded by an insurance company. We were confident in taking on board his recommendations.
Our finances are now much better organised and easy to understand, all wrapped up instead of a large and varied muddle.
We have identified our targets and know we can now achieve them.
