50 reviews | 1 verified advisers
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.
Review for Rory Albon
What could they have done better?
Can't think of anything.
What were the circumstances that caused you to initially look for a financial adviser?
Needing some financial coaching, along with help consolidating my pensions.
How has Rory helped you?
Rory has taken on all the work when it comes to managing my pension, transferring multiple pensions, consolidating and coming up with an investment strategy.
Have you seen the outcome you were hoping for?
Yes, outcome so far very good - we are regularly discussing progress and all is going very well.
Review for Rory Albon
How has Rory helped you since your last review?
With Rory's sound advice, help and support, we are able to navigate through difficult and testing times. Having Rory looking after our financial needs means we able to look forward positively in the knowledge, that our retirement plans are in a safe pair of hands.
