41 reviews | 1 verified advisers
Review for Rory Albon
What were the circumstances that caused you to initially look for a financial adviser?
Consolidation of pensions for easier management and retirement planning
How has Rory helped you?
Consolidated our pensions, created plan for SIPP to ensure that we have the retirement that we want.
Have you seen the outcome you were hoping for?
So far so good, the recommended products are performing relatively well.
Review for Rory Albon
What could they have done better?
Very little!
What were the circumstances that caused you to initially look for a financial adviser?
Increase in household income, and a desire to become more tax efficient
How has Rory helped you?
Understood the products available to us, and how we maximise our allowance
Have you seen the outcome you were hoping for?
Absolutely
Review for Rory Albon
How has Rory helped you since your last review?
Rory is always available to give me advice. I have contacted him on various issues recently and he is always positive and accurate with his advice.
Review for Rory Albon
How has Rory helped you since your last review?
Rory has recently increased his wealth of knowledge to cover mortgages, which is particularly useful given we need to start looking at a new fixed rate within the next few months. I'm incredibly grateful for the work I do with Rory and have the utmost confidence that it will serve me well in the future. Thanks Rory, for the excellent support!
Review for Rory Albon
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Inheritance, ways to invest my money while protecting it from tax with the outcome of early retirement
How has Rory helped you?
He enlightened me to an area where I knew a little about finance. Yet thankfully he educated me and has taken my knowledge to another level to understand financial planning
Have you seen the outcome you were hoping for?
It's settling down after the April blip. It's going in the right direction slowly
