87 reviews | 2 verified advisers
Review for Robert Newton
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
I had a couple of dormant pensions that I needed advice on
How has Robert helped you?
Advising me with fund selection
Have you seen the outcome you were hoping for?
Yes, so far
Review for Gary Newton
What could they have done better?
I don't think they could have done better for us
What were the circumstances that caused you to initially look for a financial adviser?
I was a director of a small business and needed advice to make arrangements to set up a pension scheme
How has Gary helped you?
He has advised my wife and I on the management of our pensions and private investments.
Have you seen the outcome you were hoping for?
My wife and I are very satisfied with how our investments and pension have maintained their value whilst providing us with the level of income that suits our lifestyle
Review for Robert Newton
What could they have done better?
Not sure
What were the circumstances that caused you to initially look for a financial adviser?
To invest some inheritance
How has Robert helped you?
Robbie has supported me to create a portfolio, invest at the level of risk I am comfortable with and ensure I understand the investment process
Have you seen the outcome you were hoping for?
Yea
Review for Gary Newton
What could they have done better?
Not much
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Gary helped you?
Immeasurably
Have you seen the outcome you were hoping for?
So far
Review for Gary Newton
What could they have done better?
Nothing springs to mind.
What were the circumstances that caused you to initially look for a financial adviser?
I had money I needed to put to work
How has Gary helped you?
Gary has provided sound advice relating to a number of different investment options which have fully considered my individual circumstances.
Have you seen the outcome you were hoping for?
Yes and no - but the only downside being related to market performance, rather than the quality of the advice.
