189 reviews | 2 verified advisers
Review for Robert Wilkinson
What were the circumstances that caused you to initially look for a financial adviser?
Needed advice on my pension and how to make it work better
How has Robert helped you?
He explained everything in depth and was very helpful
Have you seen the outcome you were hoping for?
Yes
Review for Robert Wilkinson
How has Robert helped you since your last review?
He has helped us to decide the best course of action over the last few months of uncertainty caused by the situation with Iran/USA.
Review for Robert Wilkinson
What could they have done better?
None
What were the circumstances that caused you to initially look for a financial adviser?
Annual review
How has Robert helped you?
Very helpful
Have you seen the outcome you were hoping for?
More to do with risk assessment etc
Review for Robert Wilkinson
How has Robert helped you since your last review?
Unfailingly helpful and knowledgeable. We feel that we are in safe hands - and that he will always be straight with us. We trust his judgement and expertise.
Review for Robert Wilkinson
What could they have done better?
Nothing I can think of Mr Wilkinson has been excellent
What were the circumstances that caused you to initially look for a financial adviser?
I looked for advice regarding investments and savings as I help my elderly Father plan for the future
How has Robert helped you?
He has gone out of his way to visit my Father and i at home. Which greatly helps with my Dad being elderly and easily tired out. Mr Wilkinson treats us both with respect, he explains clearly on all matters of finance and the tax implications, and advising Dad of his options and helping him decide his levels of risk. He is extremely approachable and quick to reply to emails or returning phone calls. We are extremely happy with his services .
Have you seen the outcome you were hoping for?
Yes. We have made some good financial decisions with the advice we have been given. It is good to have a trusted point of contact for our financial concerns and questions
