Verified Company
Since engaging with EM Gray & CO, they were able to help me release 25% tax free lum sum from my pension pot, which was proving extremely difficut and complex due to new Government regulations and guildlines.
Also, they offered me a range of options and advice on other family matters concerning our wealth management, ie my wife's retirement options and guidance on investments for our children's futures.
Overall, I felt their service was excellent as they made me fell very relaxed and confident about discussing our family's overall financial situation.
I have been a client of EM Gray & Co for some 33 years and have continued to use the firm for mortgages, pension, investments and general advice. A professional and personal service from advisors and all members of staff. Would recommend to anyone looking for the full range of financial services all under one roof!
I am absolutely delighted with service I have received from Tracey Johnston at E MGray & Co. It is really refreshing to work with a financial advisor who is genuinely interested in my needs and circumstances. I was very impressed with the way Tracey took the time to understand where I was on my retirement and financial planning journey. Her professional, ethical and caring approach was extremely reassuring and I would have no hesitation recommending Tracey’s and E M Gray’s services whenever possible. - Lawrence Murchan
I consulted Tracey earlier this year when I needed to review several aspects of my personal financial planning. She visited me on a number of occasions collecting relevant information and making a number of enquiries with the various provider on my behalf to determine the exact nature of my existing arrangements. She was then able to construct and implement a plan to enable me to achieve my desired objectives. Tracey was friendly, efficient and professional throughout and I imagine that others who deal with her will discover likewise. Christina Coyne
Tracey has been invaluable in the understanding of our personal requirements. The advice she has given has always been of a very high standard and tailored to our individual needs. Tracey is very knowledgeable, efficient, helpful and always available to answer any questions. We would not consider anyone else for financial advice. I would have no hesitation in recommending Tracey to anyone seeking financial guidance or services. I am very satisfied with the help and advice she has provided. It has been and will continue to be a great pleasure to do business with Tracey at EM Gray & Company Ltd.