Robert's reviews
Reviewed for
Insurance and Protection ( 9 )
Pensions ( 62 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 52 )
Investments and Savings ( 62 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 19 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 52 )
Financial Mentoring ( 10 )
Financial Coaching ( 3 )
( 2 )
Reviewers' assets
£500k+ ( 22 )
£200k - £500k ( 24 )
£100k - £200k ( 12 )
£50k - 100k ( 2 )
Review
by a verified client in Hampshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Robert Gurney helped you?
Managing accounts
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Berkshire
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our then accountant recommended that we look for one
How has Robert Gurney helped you?
Helped us to invest our pensions successfully and made us look at our overall financial position in a constructive way
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Who knows?
Review
by a verified client in Buckinghamshire
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was referred to Rob by my previous financial advisor who was retiring
How has Robert Gurney helped you?
Early days but Rob has taken time to fully understand my personal and financial disposition, through which he has provided sound advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Sussex
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Accountant advised I looked for an advisor
How has Robert Gurney helped you?
I had some bonds, needed more.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I don't know except earn more !!!!
Review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
previous adviser retired
How has Robert Gurney helped you?
yes
Have you seen the outcome you were hoping for?
yes
What could they have done better?
no issues