160 reviews | 2 verified advisers
Review for Robert Wilkinson
What could they have done better?
Nothing, the communication is very good and I knew if I had any questions they would be there to answer them
What were the circumstances that caused you to initially look for a financial adviser?
Used Fogwill and Jones for over 10 years and needed to consolidate my pensions
How has Robert helped you?
Understood and explained various outcomes to my requests
Have you seen the outcome you were hoping for?
In the recent market, i've received the outcome I expected
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?
Having been with a Financial Advisor for many years responsibility for my portfolio was transferred to Robert recently..
How has Robert helped you?
Carried out a thorough review of my portfolio performance, showing good understanding and making useful recommendations on other areas such as ISA allowance and permissible gifts. Robert is both friendly and professional.
Have you seen the outcome you were hoping for?
Good growth seen over the last nine months.
Review for Robert Wilkinson
What could they have done better?
NA
What were the circumstances that caused you to initially look for a financial adviser?
I have used the Financial Advisers at Fogwill for several years but this year our financial circumstances have changed
How has Robert helped you?
He has helped with investment of an inheritance and on-going savings
Have you seen the outcome you were hoping for?
The outcome of the meeting was as expected but the actual investments are in a transition and the outcome will be clearer in a few months .
Review for Robert Wilkinson
What were the circumstances that caused you to initially look for a financial adviser?
Advice on investments initially
How has Robert helped you?
Robert has a very patient and relaxed manner which I found very helpful
Have you seen the outcome you were hoping for?
Currently ongoing
Review for Robert Wilkinson
What were the circumstances that caused you to initially look for a financial adviser?
To put my liquid capital to use and in a way that would most benefit me.
How has Robert helped you?
Robert helped me in narrowing down my goals into achievable possibilities. I now have a better understanding on how to best use my money. Robert helped me strategize my financial future and I am glad to be headed in a great direction.
Have you seen the outcome you were hoping for?
Yes and more. I feel I cheated him out of a lot of good information that I should of paid for
