Rudy's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 5 )
Pensions ( 70 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 50 )
Auto Enrolment ( 1 )
Investments and Savings ( 64 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 29 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 36 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 22 )
£200k - £500k ( 15 )
£100k - £200k ( 8 )
Up to £50k ( 3 )
£50k - 100k ( 4 )
Review
by a verified client in Buckinghamshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moved pensions over to Rudy - last pension provider was useless
How has Rudy Smith helped you?
Helped in moving pensions over to a good firm, helped with investment advise too
Have you seen the outcome you were hoping for?
yes so far so good
What could they have done better?
not much rudy is spot on
Review
by a verified client in Leicestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Rudy Smith helped you?
Financial planning and which pots to draw from without incurring tax penalties.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Good service and no suggestions for improvement.
Review
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Rudy Smith helped you?
He is very knowledgeable in lots of ereas wills taxs pentions always there to give advice .
Have you seen the outcome you were hoping for?
Not sure yet.
What could they have done better?
Nothing
Review
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
retierment
How has Rudy Smith helped you?
planed and advised
Have you seen the outcome you were hoping for?
not as yet as the market is very slow
What could they have done better?
nothing
Review
by a verified client in Oxfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance from my parents
How has Rudy Smith helped you?
Rudy has given me good practical advice, carefully explaining on the best options for investing money from an inheritance and then a pension lump sum, plus ongoing savings from my salary. The only reason I have not scored him higher with regard to recommending him is I know he is retiring in the next couple of years.
Have you seen the outcome you were hoping for?
So far, yes. What may happen in the future given present events depends on things not even Rudy can change, but I’m sure he’ll give me good, constructive advice.
What could they have done better?
Just occasionally I need to ask Rudy to go back and recap because I need the facts a little bit slower to follow them. But Rudy is always good about doing this when asked.