32 reviews | 1 verified advisers
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?
Being self employed I needed to organise my own pension
How has Rory helped you?
Rory has set up a pension appropriate for me
Have you seen the outcome you were hoping for?
Yes
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?
I have a certain amount of savings that needed investing. I also needed financial advice to help a daughter when made redundant
How has Rory helped you?
Swiftly and efficiently transferred funds to daughter, and rejigged my investment account to maximise profits and reduce costs.
Have you seen the outcome you were hoping for?
Very early days yet, as only transferred to his new company recently. I have the fullest confidence in him. He dots the I'd and crosses the t's
Review for Rory Albon
What could they have done better?
Nothing so far.
What were the circumstances that caused you to initially look for a financial adviser?
I have started to earn a higher salary and felt it was right to start taking financial advice.
How has Rory helped you?
He has set-up my pensions, is porting old pensions into a single plan. Has provided advice on general finanical planning, retirement funds, investments and looking at re-mortgage options.
Have you seen the outcome you were hoping for?
Yes, results were above expectations until Trump introduced his tariffs and everything nosedived but expect this to bounce back.
Review for Rory Albon
What were the circumstances that caused you to initially look for a financial adviser?
I am coming up to retirement and need advice on how best to manage the pension pots I have.
How has Rory helped you?
Rory gave me a lot of advice upfront before any payments were made to him. he investigated whether he could create enough of a saving for me to make his fee value for money. I really appreciated this.
Have you seen the outcome you were hoping for?
It is early days, so there has not been time to see if my pension investments are wise, but I feel much more in control of my finances.
Review for Rory Albon
What were the circumstances that caused you to initially look for a financial adviser?
We wanted to make consolidate our pensions, make them work harder for us and understand how best to use our current savings.
How has Rory helped you?
Rory provided excellent and clear advice to us, presenting us a number of different scenarios and options and a recommendation on how to invest our pension. It was really worthwhile to take the time to sit with him and he has since provided us advice on a range of other areas which have given us clarity on how we should plan finances and peace of mind,
Have you seen the outcome you were hoping for?
Yes, I would recommend Rory to anyone looking to better understand their finances, plan for the future and looking for a trusted adviser.
