Robert Caplan

Review from verified client

June, 2016

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

Not happy with my existing financial advisor.

How has Robert Caplan helped you?

Undertook detailed analysis of my current finances and worked to put together a financial plan to meet future needs.

Have you seen the outcome you were hoping for?

In terms of returns from investments, yes. For pensions income I have not yet started to draw my pension so I wait to see if the plan can be delivered.

What could they have done better?

Be more proactive in arranging review meetings.

Review from verified client

June, 2016

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

Surplus of cash to invest.

How has Robert Caplan helped you?

Really took time to understand my needs and gave sound advice on what I should be considering,.

Have you seen the outcome you were hoping for?

Excellent results so far.

What could they have done better?

Nothing really Rob and First Financial really went the extra mile for me especially in the speed that they turned around my Mortgage.

Review from verified client

June, 2016

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

retirement planning.

How has Robert Caplan helped you?

future planning.

Have you seen the outcome you were hoping for?

yes.

Review from verified client

June, 2016

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

To improve the management of our svaings.

How has Robert Caplan helped you?

Robert has consistently given us excellent advice over the years on a range of investments. He inspires trust and confidence in his abilities.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

I can't think of anything.

Review from verified client

June, 2016

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

Retirement.

How has Robert Caplan helped you?

Planned our investments.

Have you seen the outcome you were hoping for?

No.

What could they have done better?

Nothing.

Review from verified client

June, 2016

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

Had always had one. My late husband Brian when aged 75 had to finalise all his pensions into a final retirement pension.

How has Robert Caplan helped you?

He was very confident, and showed excellent professional advise.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No

Review from verified client

February, 2015

How has Robert Caplan helped you?

Very helpful even for apparently trivial things. Makes the financial industry understandable. Puts himself out to come to our home at unsociable hours which is appreciated

What could they have done better?

Needs to have easier parking outside the Stanmore office!!!

Review from verified client

February, 2015

How has Robert Caplan helped you?

Robert listened to my position and was able quickly to come back with some practical and so far good-performing options

Review from verified client

February, 2015

How has Robert Caplan helped you?

He understands my needs and workd with me to achieve my goals.

Review from verified client

January, 2015

How has Robert Caplan helped you?

Provides clear plain English advice on financial matters short, medium and long term. Breadth of understanding my own personal needs matches his knowledge across topics required for planning. Always highlights level of risk involved in measured way.

What could they have done better?

Lose the pie charts. Written summary suffice.

Review from verified client

January, 2015

How has Robert Caplan helped you?

Robert has overhauled my pensions and investments. He has made it very easy for me, explains everything very clearly and has given me what appears to be really good advice. He is helping me plan for the future by providing options allowing me to make informed choices.

What could they have done better?

My needs are fairly straightforward so I can't think of anything more he could do for me.

Review from verified client

January, 2015

How has Robert Caplan helped you?

I get care with my investments and sensitivities to my needs. They are pro active rather than reactive. My investments and mortgages have been generally well handled. And when difficulties arise, they have sorted them quickly.

What could they have done better?

A web site which keeps your password. And a client financial clinic

Review from verified client

January, 2015

How has Robert Caplan helped you?

Explains and forecasts our financial future with superb clarity using excellent graphics linked to computer software

Review from verified client

January, 2015

How has Robert Caplan helped you?

Robert is a phenomenal advisor who explains what I need in simple terms that are easy to understand and over the years has given me some incredibly valuable and beneficial advice! I have no hesitation in recommending him and have done so many times.

Review from verified client

January, 2015

How has Robert Caplan helped you?

Robert has always been very easy to speak to and explains everything very clearly

Review from verified client

January, 2015

How has Robert Caplan helped you?

Robert and his colleagues at First Financial have advised me on a wide range of financial matters for several years. He has always provided sound and strategic advice that have delivered outstanding returns. Moreover, his holistic approach to long term financial planning have allowed me to take make plans and set targets in my life in general. I have recommended Robert to several of my colleagues and clients, all of whom have been delighted with his service.

Review from verified client

January, 2015

How has Robert Caplan helped you?

Robert is committed to talking plainly and ensuring that the financial advice he gives results in his clients happiness and financial growth.

Review from verified client

January, 2015

How has Robert Caplan helped you?

Consistently advises in terminology which is understandable ,practical ,understanding of our financial position and thus resulting in best outcomes. Additionally have found him readily available to answer questions at short notice,certainly pointing us in right direction if he cannot immediately address problem.

What could they have done better?

Cannot think of any area requiring improvement

Review from verified client

January, 2015

How has Robert Caplan helped you?

Excellent adviser. Keeps me abreast of how my investments are doing and provides me with sensible advice having considered all of the options available to me.

Review from verified client

January, 2015

How has Robert Caplan helped you?

As experienced investors, we did not think that our investments could be improved. However, since our Family all sang his praises we consulted him. The result was amazing. The Inheritance tax planning given, and acted upon, is fully approved by the Revenue, and reduces the 7 year rule to 2 years. The investments made as a result are profitable and tax free.The advice given was impressive. We had everything explained to us clearly, including the risks. The Investment Company involved has very clear documentation, setting everything out in a full, frank and intelligible way. All questions are dealt with fully and speedily. We have recommended friends to him, who are delighted with his advice.

What could they have done better?

I cannot think of anything that can be improved.

Review from verified client

January, 2015

How has Robert Caplan helped you?

Personal contact - rapid response to all enquiries, willingness to explain clearly, nothing is too much trouble.

What could they have done better?

I am very happy with the service that Robert and his colleagues offer.

Review from verified client

January, 2015

How has Robert Caplan helped you?

Put forward interesting suggestions for investments

Review from verified client

January, 2015

How has Robert Caplan helped you?

extremely knowledgeable, listens well and provides sound advice in a language that is easy to understand.

Review from verified client

January, 2015

How has Robert Caplan helped you?

Mr Caplan is very proactive with regards investment advice, also in terms of IHT planning by way of whole life insurance policies.