168 reviews | 2 verified advisers
Review for Robert Wilkinson
What could they have done better?
Happy with what they said and did.
What were the circumstances that caused you to initially look for a financial adviser?
Financial advise
How has Robert helped you?
With Financial advise
Have you seen the outcome you were hoping for?
To early to say
Review for Robert Wilkinson
What could they have done better?
NOTHING REALLY
What were the circumstances that caused you to initially look for a financial adviser?
SIPP INVESTMENT
How has Robert helped you?
ADVICE ON SIPP DRAWDOWN
Have you seen the outcome you were hoping for?
YES
Review for Robert Wilkinson
What could they have done better?
Nothing!
What were the circumstances that caused you to initially look for a financial adviser?
He invests my private pension, I spoke to him as I was due a review.
How has Robert helped you?
He explained everything in detail and answered all my questions in a way I could understand.
Have you seen the outcome you were hoping for?
Not able to comment ask in a years time ?
Review for Robert Wilkinson
What could they have done better?
Higher returns.
What were the circumstances that caused you to initially look for a financial adviser?
The introduction of ISA
How has Robert helped you?
Stocks and shares ISA.
Have you seen the outcome you were hoping for?
Partially as its ongoing.
Review for Robert Wilkinson
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Robert helped you?
Robert conducted my annual review in my home.
Have you seen the outcome you were hoping for?
Yes
