Bobby's reviews
Reviewed for
Insurance and Protection ( 25 )
Mortgages ( 16 )
Pensions ( 73 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 46 )
Auto Enrolment ( 2 )
Investments and Savings ( 70 )
Pension Transfers - Non Specialist ( 27 )
Inheritance Planning ( 36 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 18 )
Financial Planning ( 46 )
Financial Mentoring ( 10 )
Financial Coaching ( 12 )
( 1 )
Reviewers' assets
£500k+ ( 21 )
£200k - £500k ( 16 )
£100k - £200k ( 9 )
Up to £50k ( 8 )
£50k - 100k ( 11 )
( 3 )
Review
by a verified client in Rhondda Cynon Taff
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We Were given an opportunity to speak with an advisor from SJP as all previous company's had really fallen short on our needs and capitol growth This Gent then retired and we were introduced to Bobby. We have been more than satisfied with the advice and how our investments have developed since we have been with SJP
How has Bobby Phillips helped you?
Bobby has been very helpful in advising the best plans and risk area's to place our money for the best possible results
Have you seen the outcome you were hoping for?
Yes,
What could they have done better?
Who knows what might have happened if it were not for covid, and the war in the Ukraine
Review
by a verified client in London
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially I wished to consolidate my Defined Benefit & Defined Contribution schemes into one single Defined Contribution scheme
How has Bobby Phillips helped you?
He was most importantly a good listener to understand what my objectives were . I do have a good level of financial acumen, being an accountant, but I valued Bobby's challenges and considerations about how to pursue my financial journey. He is VERY proacactive, as are his team.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Genuinely nothing. I
Review
by a verified client in Hampshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
amalgamation of personal pensions
How has Bobby Phillips helped you?
Personal pensions were amalgamated successfully. Also great tax advice on putting extra money into a pension
Have you seen the outcome you were hoping for?
Yes 100%
What could they have done better?
Nothing
Review
by a verified client in Hampshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension consolidation.
How has Bobby Phillips helped you?
Advice on which to pensions to consolidate and which to leave with existing providers.
Have you seen the outcome you were hoping for?
Yes, long term.
Review
by a verified client in Berkshire
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to reorganise my finances when I retired from full time work
How has Bobby Phillips helped you?
Bobby has helped me organise my finances better, while leaving me in the driving seat
Have you seen the outcome you were hoping for?
I am confident that with Bobby's help my finances are well set up for the years ahead,