

Robbie's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 13 )
Retirement income (annuities, drawdown) ( 11 )
Investments and Savings ( 14 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 3 )
Long Term Care ( 2 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 4 )
£100k - £200k ( 1 )
£50k - 100k ( 2 )
Up to £50k ( 1 )
Review
by a verified client in Lanarkshire
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted transfer my pension.
How has Robbie Hope helped you?
Helped with the transfer.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Lanarkshire
7 years ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement.
How has Robbie Hope helped you?
By reviewing current circumstances, future aspirations and needs, and feelings about and understanding of investment risk.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing I can think of. I know him and trust him. I've used his services for some years.
Review
by a verified client in Stirlingshire
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retiremet and inheritanceA.
How has Robbie Hope helped you?
Gave advice and made appropriate arrangements.
Have you seen the outcome you were hoping for?
I think so.
Review
by a verified client in Stirlingshire
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
investment advice and pension info.......leading up to and post retiral.
How has Robbie Hope helped you?
Guaging the level of risk I was content with and planning and executing the appropriate investment strategy.
Have you seen the outcome you were hoping for?
Yes, income/return to investment achieved.
What could they have done better?
n/a
Review
by a verified client in Stirlingshire
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Many years ago I needed advice to sort out my finances for the future and pension advice.
How has Robbie Hope helped you?
Providing home visits for to discuss all aspects of my financial situation.
Have you seen the outcome you were hoping for?
I will see this in the very near future, and it is looking good.
What could they have done better?
Not sure about this answer, for all the years I have dealt will Robbie I have trusted him to give me the best advice about my finances and my wife and I are happy with his services.