150 reviews | 2 verified advisers
Review for Robert Wilkinson
What could they have done better?
Nothing - this was the clearest, most straightforward advice we’ve ever had.
What were the circumstances that caused you to initially look for a financial adviser?
Regular review of investments
How has Robert helped you?
Robert gave a clear summary and some very specific and helpful advice on a change to our requirements.
Have you seen the outcome you were hoping for?
Early to say
Review for Robert Wilkinson
What could they have done better?
No. Everything was explained in a very clear manner.
What were the circumstances that caused you to initially look for a financial adviser?
I have an annual review with the firm in invest with which Robert did.
How has Robert helped you?
Robert was friendly and helpful in taking me through my investments and advising me
Have you seen the outcome you were hoping for?
Yes, I decided I am very happy with my current investments.
Review for Robert Wilkinson
What could they have done better?
Informed me earlier that they were taking over from my previous financial advisor (who had decided to leave the firm)
What were the circumstances that caused you to initially look for a financial adviser?
Retirement planning
How has Robert helped you?
Provided reassurance that my financial plans were sensible and affordable for my current and future retirement income
Have you seen the outcome you were hoping for?
Yes
Review for Robert Wilkinson
What could they have done better?
Nothing - we will have a follow up meeting in a couple of months.
What were the circumstances that caused you to initially look for a financial adviser?
VSS scheme for one of us resulting in early retirement pension and lump sum, in addition to recent inheritance and the need to make good financial planning for later life.
How has Robert helped you?
Rob has taken over from our previous financial advisor in Fogwill and Jones, and he has just conducted our annual review. He understood our concerns, particularly our motivation to use our money in positive ethical investments, and gave us a good explanation of where things stand with our investments and was thorough in assessing the level of risk we feel comfortable with, I appreciated his personable and frank approach and feel we are in safe hands. Thanks Rob!
Have you seen the outcome you were hoping for?
Yes in the sense that our investments are beginning to show signs of recovery after the shock of Covid,
Review for Robert Wilkinson
What could they have done better?
Nothing at this stage.
What were the circumstances that caused you to initially look for a financial adviser?
I have been a client of Fogwill and Jones for many years. I initially approached them to get advice on pensions.
How has Robert helped you?
This was the first time I had met Robert who is new to Fogwill and Jones. I found him pleasant, helpful and thoughtful about the advice he was giving. He was well informed about the impact of recent proposed Government changes to pension arrangements and inheritance tax. He has provided promptly the information he suggested would be helpful.
Have you seen the outcome you were hoping for?
It is too early to say as I have yet to decide final actions.
