Robert's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 11 )
Pensions ( 44 )
Retirement income (annuities, drawdown) ( 24 )
Investments and Savings ( 42 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 13 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 28 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 14 )
£100k - £200k ( 4 )
£50k - 100k ( 3 )
Up to £50k ( 2 )
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Robert
Very honest advice
Robert:
Many thanks for your first impressions Andrea. I'm delighted your meeting with David gave you greater clarity and confidence. Please don’t hesitate to get in touch if we can help further. Best wishes, Robert.First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Robert
My consultation with Robert was one I would recommend to anyone. Never really having had any financial acumen and having been left an inheritance, he was professional and informative, providing avenues with which I could invest accordingly to my best interests. He took his time and above all was kind and courteous.
Robert:
Thank you for your kind review Paul, it was a pleasure to help. I’m glad you found the consultation useful and informative and look forward to hearing from you again in due course. Best wishes, RobertReview
by a verified client in Hertfordshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am a woman in her mid-50's and keen to understand how to best plan for my future.
How has Robert Stringer helped you?
Robert patiently looked at my monthly budget, salary and pension contributions and helped me understand the best way to save for my future. He also advised me on my status as an American citizen living in the UK and how to best protect my position. He is also the financial advisor to my husband so was able to take a holistic view on our family's finances and plans.
Have you seen the outcome you were hoping for?
Yes I have put savings and pension plans into place.
What could they have done better?
Nothing
Robert:
Thank you for your kind review Tami. I’m pleased I could provide clarity and support and help you feel more confident about the future. It’s a privilege to work with you and your family, and I look forward to continuing to support you in the years ahead. Best regards, RobertReview
by a verified client in Buckinghamshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Taking out a pension , investing mortgages
How has Robert Stringer helped you?
In all of my financial affairs advising me on my business he has given me some very good advice over the years
Have you seen the outcome you were hoping for?
Yes very much he has help me financially and personally he gives good advice .
Robert:
Thank you for taking the time to leave this review Janette. I’m really pleased to hear that my advice and support across your financial and business matters has been helpful over the years - especially as you were one of my very first clients! It has truly been a pleasure working with you and I appreciate your continued trust, Robert.Review
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?
My mother moved into a nursing home and sold her house.
How has Robert Stringer helped you?
Robert has provided very clear and balanced advice throughout. He has considered and explained the various option clearly and not put any pressure on us to utilise any particular option.
Have you seen the outcome you were hoping for?
The work is not yest completed but I am confident that the outcome we were hoping for (ie the appropriate investment of my mother's money to ensure her future care home fees are met) will be achieved.
What could they have done better?
I am very happy with the service provided.
Robert:
Thank you for your kind feedback William. I’m really pleased to hear you’ve felt well supported during what can be a very difficult time. All the best, Robert.