Robbie Holman

What were the circumstances that caused you to initially look for an adviser?

I recieved a large sum of money from a relative and I was recommended SJP by my Mum, who is a long-standing client.

How has Robbie Holman helped you?

I’ve been working with Robbie for years, and I honestly couldn’t ask for a better financial advisor. From the beginning, he took the time to truly understand my situation, goals, and values — and he’s always been thoughtful and clear in his advice. What I appreciate most is how approachable he is, and he explains things in a way that makes me feel confident about my financial decisions. He’s helped me with everything from budgeting and saving to long-term planning, and I always leave our conversations feeling more grounded and informed. I trust his guidance completely, and I genuinely feel like he has my best interests at heart.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

Worries surrounding future financial circumstances.

How has Robbie Holman helped you?

Robbie helped to explain my options and brought various pensions together and set me on a much more stable path.

Have you seen the outcome you were hoping for?

Everything is certainly looking better organised and monitored. Financially i feel more prepared and in control. I also know if I ever have any worries or questions I only have to give Robbie a call and he will talk to me.

What could they have done better?

nothing I can think of.

What were the circumstances that caused you to initially look for an adviser?

I have been with SJP for 12+ years and my SJP Partner retired approximately 3 years ago and passed me on to Robbie

How has Robbie Holman helped you?

Robbie has been very understanding of my circumstances and financial needs. He has devised a plan to avoid my sons paying inheritance tax. He has also been very patient in explaining my financial planning to me in a way that I'm able to comprehend. He is very approachable.

Have you seen the outcome you were hoping for?

It is a work in progress but I am feeling positive.

What could they have done better?

Nothing, as far as I can see. I am very happy with his advice.

What were the circumstances that caused you to initially look for an adviser?

My wife and I sought professional advice to give us clarity and direction with our savings and financial planning.

How has Robbie Holman helped you?

By helping to break down our savings goals into small manageable targets and investing the money wisely.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I'm happy with everything.

What were the circumstances that caused you to initially look for an adviser?

I was looking for some expert advice on financial matters. I was interested in investment strategies for my pension fund. I was also looking to for help with income protection and suggestions for appropriate insurance coverage. Robbie was recommended to me by multiple people.

How has Robbie Holman helped you?

Robbie has helped guide me through certain decisions. He's provided me with peace of mind as I know and trust he is overseeing my finances. He has arranged Income protection and injury insurance for me. He has also help me structure my retirement income.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing, hes perfect.