My wife and I have just completed a full review of our finances with Graeme and have found the process both very comprehensive and beneficial.
We had reached a point where we were unsure about many aspects of our financial planning. We had taken out many policies, which we were not sure were either performing well or necessary at all by this stage, in relation to of our long-term goals.
Fortunately, we were recommended the services of Graeme Urwin at Rutherford Wilkinson by a friend and were immediately drawn to the idea of a fee-based approach. Here, pressure would not be placed on simply purchasing more policies which may not be in the client’s best interest.
After a full review of our finances Graeme confirmed our suspicions, demonstrating that to achieve our financial goals did not require us to purchase new policies particularly regarding pension planning.
The savings here are quite huge!
Graeme has been approachable throughout our Review process and we have been very happy with the advice he has offered and the support he has shown. We would recommend Graeme to anyone in a similar situation to ourselves.
Michael Fardy
Consultant Maxillofacial Surgeon
Cardiff
