Top Rated Firm 2025
5691 reviews | 52 verified advisers
Review for Robert Morse
What could they have done better?
Nothing can't fault the service I have received.
What were the circumstances that caused you to initially look for a financial adviser?
Having inherited my late mother's pension and looked at my own portfolio of investments I drew to the conclusion it was time to get some profession advice and financial management for both the short term and long term planning and turned to Robert after being introduced by one of his colleagues who I have known through that he has done for a relation
How has Robert helped you?
consolidated my affaires and set them into a simple structure which is manageable going forward to generate a long term income. Main thing was he is always there to explain in language I can understand as a none financial expert what we're doing and why?
Have you seen the outcome you were hoping for?
Yes have achieved sensible above average growth and in a structure which is manageable going forward
Review for Robert Morse
What could they have done better?
That did good
What were the circumstances that caused you to initially look for a financial adviser?
Need advice on inheritance
How has Robert helped you?
He has been good help
Have you seen the outcome you were hoping for?
It is on going
Review for Robert Morse
What could they have done better?
Not Robert, but I feel the Client adviser team have been slow in progressing the pension with Investec. I sent the forms in on the 13th oct all in one envelope however was contacted on the 27th to say the Investec form wasn’t in the envelope. I sent an another form in on the 29th November and still haven’t heard anything and I’m chasing for an update on the trustees decision.
What were the circumstances that caused you to initially look for a financial adviser?
My husband introduced me to Robert years ago and we have been joint clients since
How has Robert helped you?
Following the devastating loss of my husband in October, Robert and his team have been there for me since day one and it has removed a lot of worry for me
Have you seen the outcome you were hoping for?
Yes also still ongoing
Review for Tony Padgett
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Managing and inheritance
How has Tony helped you?
Tony has helped me to invest my assets in the most tax efficient position.
Have you seen the outcome you were hoping for?
Yes
Review for Robert Morse
What could they have done better?
I’m sure there will always be something that could have been done better but nothing comes to mind.
What were the circumstances that caused you to initially look for a financial adviser?
I was looking to take a structured approach to investing for the long term
How has Robert helped you?
Robert has advised me for very many years and his advice has been invaluable, ensuring I take decisions based on excellent data and sound advice
Have you seen the outcome you were hoping for?
Yes, I have seen very positive outcomes
