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 felt unsure about many aspects of our financial planning for several years; we had taken out many policies which we were not sure were either performing well or necessary at all. A review with a commission-based financial adviser had confused us further with recommendations for lots of new policies which did not seem to take account of any of our long-term goals.
Fortunately I decided to seek further advice before proceeding with these extra policies. I came across the services of Graeme Urwin at Rutherford Wilkinson on the internet and was 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 about the previous recommendations; 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.
Robin Barber
Co Durham
General Dental Practitioner
