Reviewed for

Insurance and Protection ( 5 )

Mortgages ( 2 )

Pensions ( 11 )

Equity Release ( 2 )

Investments and Savings ( 14 )

Pension Transfers - Non Specialist ( 1 )

Inheritance Planning ( 2 )

Reviewers' assets

£500k+ ( 10 )

£200k - £500k ( 2 )

Client reviews

First impression from a user who is not yet a client

November, 2015

Overall

Please provide a brief comment about your experience with Robin

I sent Robin a profile of my finances and my objectives. The session was very useful and some info was supplied and some promised

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Buckinghamshire

What were the circumstances that caused you to initially look for an adviser?

We are busy professional people and do not have the experience / time to keep to to date with financial markets and actively manage our pension portfolio.

How has Robin Cameron helped you?

Robin has been our financial advisor for a number of years and we have always been happy with the outcomes of his advice and the way that that advice has been delivered. Setting out our financial goals and actions in a straight forward way has helped us enormously.

Have you seen the outcome you were hoping for?

Outcomes have kept up with our expectations and we are on track to meet our goals.

What could they have done better?

Not sure I can add anything here; probably be a little more forceful in 'holding our feet to the fire'

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Oxfordshire

What were the circumstances that caused you to initially look for an adviser?

No time to manage my own affairs!.

How has Robin Cameron helped you?

Robin is a successor to my previous advisor and has continued to provide the services I need, and encouraged me to think about what most satisfies my needs.

Have you seen the outcome you were hoping for?

I am mostly retired and am managing my resources accordingly.

What could they have done better?

None that I am aware of.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

I was introduced to Rob Cameron by my then-employer.

How has Robin Cameron helped you?

He has advised me on pensions and investments for about 15 years.

Have you seen the outcome you were hoping for?

I am self-employed and of retirement age. The strategy I have adopted on Rob's advice has met the target we agreed several years ago.

What could they have done better?

I can't think of any deficiencies

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Robin

Very responsive to my enquiry, easy to talk to.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Wiltshire

How has Robin Cameron helped you?

He communicates clearly and understands my financial requirements. He is also sound on other issues and has always been most helpful.

What could they have done better?

For me personally I don't think there is actually anything at this point that could be done better for me

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Middlesex

How has Robin Cameron helped you?

Robin has managed our financial affairs for some years now. His experience and wide knowledge of his market place have been invaluable to us in helping to achieve our goals. We have always found him very responsive and has an ability to explain all matters in a clear, concise and easy to understand way. We cannot recommend Robin highly enough and look forward to continue working with him for many years to come.

What could they have done better?

Very happy at present.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Berkshire

How has Robin Cameron helped you?

Robin understands my life plan very well and has provided excellent advise on how to organise my investments to support my plan.

First impression from a user who is not yet a client

March, 2014

Overall

Please provide a brief comment about your experience with Robin

Very helpful meeting and will definitely use Robin.

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Oxfordshire

How has Robin Cameron helped you?

Over the years I've taken guidance from a number of different financial advisors from the same company that Robin works for and he is by far the best. It is important when working with a FA, I think, that you have complete trust in them, and with Robin I feel very comfortable that he is always giving me the best advice that he can. I never feel that he is trying to 'guide' me down a particular path. Robin takes time to explain every aspect of my various investments to me, something which contributes to my good feeling about our overall relationship. Robin is a nice person too - which always helps :-)

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in Berkshire

How has Robin Cameron helped you?

Comprehensive coverage of all of my financial affairs in areas where I had little expertise or knowledge. I follow 100% of his recommendations.

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in Vale of Glamorgan

How has Robin Cameron helped you?

He is very friendly and efficient. We have regular biannual meetings that are clearly presented in a very friendly way. The meetings have been well prepared and in formation is tailored to our particular circumstances in retirement. He is both personable and pleasant in manner and explains clearly what our current situation is and whether it needs to be adapted to a different investment model.

What could they have done better?

I would appreciate a more regular email contact although I appreciate he is a busy man. One suggestion I make is that possibly a newsletter could be sent out electronically as I find the Cananacord booklets to be too macroscopic, based on generalised stock-market trends and would like to know why particular investment vehicles have been rejected or chosen at the higher "committee" level at Cananacord I feel sometimes lost with the literature and feel it could be more personalised.

Review from verified client

September, 2013

Overall

Advice

Service

Value

Based in West Sussex

How has Robin Cameron helped you?

Very consultative in nature and has excellent overall knowledge of investments, planning and tax matters. Lays out the full picture with all of the options and helps you choose correctly based on circumstance and strategy.

What could they have done better?

Can't think of any

Review from verified client

September, 2013

Overall

Advice

Service

Value

Based in Surrey

How has Robin Cameron helped you?

He is fully understanding and appreciative of my situation and is very willing to come to see me whenever I feel the need and ask him to do so. He has also offered advise that other F A have not done and should have. I highly recommend him.

What could they have done better?

Nothing other than offer me more tickets to Twickenham !!!

Review from verified client

September, 2013

Overall

Advice

Service

Value

Based in Hertfordshire

How has Robin Cameron helped you?

He is professional, helpful and very knowledgeable on all aspects of my financial affairs. Robin offers valuable advise on a regular basis and is always available at short notice to discuss any issues I need help on.

What could they have done better?

Nothing really, Robin does provide me with all the info and help I need whenever I need it.

Review from verified client

September, 2013

Overall

Advice

Service

Value

Based in Surrey

How has Robin Cameron helped you?

he articulates propositions very clearly and gives real and practical scenarios so you can understand exactly what you are getting in to and what the benefits and risks are.

What could they have done better?

Nothing really. I am pleased with the level of service and advice I receive.

Review from verified client

September, 2013

Overall

Advice

Service

Value

Based in Buckinghamshire

How has Robin Cameron helped you?

Robin is always available and is responsive, he is not pushy will products or investment opportunities and is more that happy to discuss alternatives and offer suggestions.