Robert's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 11 )
Pensions ( 39 )
Retirement income (annuities, drawdown) ( 17 )
Investments and Savings ( 33 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 9 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 22 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 14 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in Hertfordshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
coming up near to retirement age, I wanted to consolidate existing pensions and put them in the hands of a Financial Advisor who would carefully and professionally manage the funds.
How has Robert Stringer helped you?
by patiently offering advice in a way that for a layman such as my self, is relatively easy to understand and offering a service that caters for my needs.
Have you seen the outcome you were hoping for?
too early to judge
What could they have done better?
refer to the previous question
Robert:
Good to see you recently John. Thank you so much for your kind feedback. We really appreciate you taking the time to share your experience.Review
by a verified client in Buckinghamshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had some money to invest
How has Robert Stringer helped you?
In every way investment ,mortgage help with buying and selling a house General advice always professional would recommend
Have you seen the outcome you were hoping for?
Yes
Robert:
Thanks so much for taking the time to leave us some feedback Janette, it’s much appreciated. Look forward to seeing you again soon. All the best, RobertReview
by a verified client in Hertfordshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Expert advice regarding my pension pots and clear guidance on my options.
How has Robert Stringer helped you?
Robert has made the whole process very easy to understand and enabled me to make the right choices
Have you seen the outcome you were hoping for?
Very much so.
What could they have done better?
Nothing,they are very good at their job.
Robert:
Thanks for taking the time to leave a review Chris – much appreciated – and thank you for your kind words. I’m always delighted to help. Kind regards, RobertReview
by a verified client in Buckinghamshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted someone to assist with investing a lump sum.
How has Robert Stringer helped you?
Robert guided us through the process of investing - that is right for us.
Have you seen the outcome you were hoping for?
Largely yes - everyone always wants a better return.
What could they have done better?
I'm not sure they could given world factors that affect all investing. Ukraine, Brexit etc ...
Robert:
Thank you for leaving a review Adam. Your considered response is much appreciated. RobertReview
by a verified client in Hertfordshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had sold a business and needed advice on how to sensibly invest
How has Robert Stringer helped you?
In all ways financial. Always my go to person for reassurance and advice on personal financial matters.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Robert:
Thanks for taking the time to leave a review Steve, much appreciated. Kind regards, Robert.