53 reviews | 1 verified advisers
Review for Rory Albon
What could they have done better?
Portal better accessible for mobile usage
What were the circumstances that caused you to initially look for a financial adviser?
Financial planning
How has Rory helped you?
Future projections
Have you seen the outcome you were hoping for?
Yes
Review for Rory Albon
What could they have done better?
Nothing - I am very satisfied
What were the circumstances that caused you to initially look for a financial adviser?
My long standing Financial Advisor had not been in contact despite my repeated requests for an update meeting. He then decided to retire and I needed a new advisor as my pension had been neglected for a good few years.
How has Rory helped you?
Rory managed to find an old pension I had from over 30 years ago and despite the unhelpfulness of the company, he persevered and found my details and policy. He then reviewed my existing investments and provided me with a much better investment for my pension with less administration fees then what I was currently being charged. I am not an expert in these matters, but he talked me through each process and explained the details in a language that I understood
Have you seen the outcome you were hoping for?
Yes, Rory is also great on the Customer Service side and has constantly kept me updated on my pension transfer.
Review for Rory Albon
What could they have done better?
nothing
What were the circumstances that caused you to initially look for a financial adviser?
Replacement Life Cover
How has Rory helped you?
Quickly found a suitable replacement policy
Have you seen the outcome you were hoping for?
yes
Review for Rory Albon
How has Rory helped you since your last review?
Rory is available if I have any questions and helpful advice if anything changes.
Review for Rory Albon
What were the circumstances that caused you to initially look for a financial adviser?
We were looking for financial advice to find out if we could afford to take on a larger mortgage later in life and still plan for a comfortable retirement.
How has Rory helped you?
Rory was able to give us a projection to show how our finances are working for us, he has consolidated our pensions to achieve improved performance. He has also arranged suitable protection and provided additional finance advice on any questions we have.
Have you seen the outcome you were hoping for?
Rory's expert advice has allowed us to move to a beautiful home and given us confidence that with his guidance we can plan for a financially secure retirement.
