Graeme Urwin of Rutherford Wilkinson was recommended to us by a friend and colleague. We had not had any form of financial planning previously and were unsure how to plan for our children’s schooling, our retirement or ill-health or optimise our financial situation for the future.
Fortunately Graeme was able to advise us on how to achieve our long-term goals and because he works using a fee-based system, we did not feel pressurised to purchase lots more policies from specific companies.
Graeme is very approachable and arranged convenient meetings at our house. He quickly grasped our current financial situation, identifying where we needed to change things for the better. He produced a very comprehensive report of our current and future financial situation, which was both reassuring and allowed us clearly to see how to plan for the future.
We have been very happy with the advice we have received so far and would not hesitate in recommending Graeme to other friends and colleagues.
Mike & Lucinda Amin
