David's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 34 )
Retirement income (annuities, drawdown) ( 31 )
Investments and Savings ( 40 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 21 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 36 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 7 )
£100k - £200k ( 4 )
Up to £50k ( 3 )
£50k - 100k ( 3 )
First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with David
A very helpful initial conversation with David regarding plans for retirement, he was clear and concise and the advice provided took account of my requirements but also other factors I had not considered. Professional and personable.
David:
Hi Jason, Thank you very much for your review and I look forward to working with you in the future. Thanks, DavidReview
by a verified client in Essex
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Setting up and managing pension funds and investments
How has David Robertson helped you?
Been our advisor for a number of years
Have you seen the outcome you were hoping for?
Overall yes, but recent changes to scope of IHT has resulted in the need for changes
David:
Hi John, Thanks for taking some time out to leave me a review. I'm looking forward to helping you tackle the next stage of your financial journey. Thanks, DavidFirst impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with David
David was very thorough and explained things very well.
David:
Hi Tracy, Thank you very much for your positive review and I look forward to helping further in the future. Thanks, DavidReview
by a verified client in Suffolk
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to create an income from pensions and other investments following a change in my personal circumstances.
How has David Robertson helped you?
David is very knowledgeable and is also approachable and friendly. He has given me very good advice and guidance, which has ensured that my financial situation is being efficiently managed.
Have you seen the outcome you were hoping for?
Yes, all my financial matters are in good order.
What could they have done better?
Nothing
David:
Hi Sally, Thank you so much for taking some time to leave me a review, it's much appreciated. Thanks, DavidReview
by a verified client in Essex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to create a successful fund to provide a retirement income. I owned my own company and there was an opportunity to make some investments.
How has David Robertson helped you?
David has helped me to retrieve old forgotten pension funds. He has developed a detailed and in-depth understanding of my personal circumstances and continues to look after my interests with great care.
Have you seen the outcome you were hoping for?
I am very happy with the arrangements that David has made for me and my investments. His service is excellent, very attentive and personal in the best possible way. I am very confident that he is able to protect my interests. Our regular reviews are not just informative but very enjoyable!
What could they have done better?
Nothing I can think of.
David:
Hi Wendy, Thank you very much for your review and kind words, it's greatly appreciated. Thanks, David