Reviewed for

Insurance and Protection ( 12 )

Mortgages ( 16 )

Pensions ( 17 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 4 )

Investments and Savings ( 18 )

Pension Transfers - Non Specialist ( 1 )

Inheritance Planning ( 8 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 1 )

Reviewers' assets

£200k - £500k ( 3 )

£100k - £200k ( 1 )

£50k - 100k ( 5 )

Up to £50k ( 9 )

Client reviews

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Devon

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

I had neglected my finances for a while and needed to invest some money into my pension.

How has Rebecca Robertson helped you?

Rebecca was warm, friendly and gave me advice without talking down to me. She is always ready to meet to provide further explanations and worked really hard to tailor her advice and recommendations to my particular situation. Some of my clients were paying me in different currencies and I wanted to see if I could invest that money without having to change it to sterling first. Rebecca is continually upgrading her systems and behind the scenes processes in order to better serve her clients.

Have you seen the outcome you were hoping for?

Too early to say.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in London

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

I met with Rebecca following the death of my husband.

How has Rebecca Robertson helped you?

Rebecca helped me to clarify and codify my future financial wants.

Have you seen the outcome you were hoping for?

This happened fairly recently. I have every confidence in futureout comes

What could they have done better?

I honestly find it hard to contribute to this Rebecca brought an appropriate combination of compassion and professionalism to our meetings.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in London

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

I wanted to move savings into investments and increase the return.

How has Rebecca Robertson helped you?

She helped me identify options, think about managing risk and identifying the level of risk I am comfortable with. She also encouraged me to think about making the most of tax umbrellas and thinking more long term.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I found the pace very slow. I had basically decided changes were needed in June and approached. It took till December for a proposal to be agreed that still hasn't been totally actioned.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Leicestershire

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

Long term financial life planning.

How has Rebecca Robertson helped you?

Rebecca listens and helps you to focus on your whole life and what's Important in order that your financial plans support that. She's great at listening and gently challenging to widen your perspective. Since working with Rebecca, I've become more confident about my long term plans.

Have you seen the outcome you were hoping for?

I have a plan in place that I and Rebecca monitor regularly so, yes.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Kent

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

I received my pension lump sum and wanted to make the money work for me in a climate of low financial reward in the high street market

How has Rebecca Robertson helped you?

Advice and guidance on ISAs and recommendations for finding an ethical investment portfolio

Have you seen the outcome you were hoping for?

Too early to say

What could they have done better?

Nothing. The service has been personalized and at a level to give me informed understanding of my options

Rebecca's reply

thank you Beverley!

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Cheshire

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

Setting up Children's Trusts

How has Rebecca Robertson helped you?

When I took over the coordination of my Children's Trusts, there had been a lot of previous mistakes that I had to untangle. Rebecca helped me sort through the mess and took the time to explain what I needed to do at every step. When it came to the investments, she looked at the family and our financial goals as a whole and made projections so we could assess the return on investment. Again, she made sure at every stage that I understood what was happening and what I needed to do. It was a big relief to finally have someone in charge that I could rely upon.

Have you seen the outcome you were hoping for?

Yes, the investments have been made and Rebecca is continuing to monitor them on a regular basis.

Rebecca's reply

thank you so pleased you are happy!

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Surrey

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

My wife and I have both been self employed for a long time and our pensions were non existant. We were effectively starting from scratch

How has Rebecca Robertson helped you?

Rebecca took time to explain the difference pension v ISA options available. She has been so patient!

Have you seen the outcome you were hoping for?

Yes. Pensions now in place. Good start!

What could they have done better?

Nothing springs to mind. I am grateful that Rebecca talked to us on our level. She had every right to tear her hair out when dealing with us.

Rebecca's reply

Hi Mike, Thank you for this. Not crap just busy!

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Kent

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

We looked for a financial advisor to help us plan for future and review our current financials.

How has Rebecca Robertson helped you?

Rebecca spent time to understand us as individuals and our needs as a a family before making recommendations for financial investment. We find her very pragmatic in her recommendations.

Have you seen the outcome you were hoping for?

Yes, we have. Rebecca is very clear in setting expectations before investing money and that has been very important for us as we like to know what is happening with our hard earned money.

Rebecca's reply

Thank You Meghana x

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Surrey

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

Realising that we had very little financial knowledge and wanting to start planning for retirement.

How has Rebecca Robertson helped you?

Immeasurably! Rebecca has taught us patiently and with great kindness. She has worked with us to help us understand how toileting best utilise the assets that we have and how to steadily increase our investment savings. Rebecca has never pushed us or become impatient even when we've dithered and been distracted from our own goals.

Have you seen the outcome you were hoping for?

Yes, we have already set up pension plans and are saving regularly.

What could they have done better?

Since we (my husband really) has been a bit slack with following up on some of our 'to do's' - some extra reminders/kicks up the bum would probably not go amiss.

Rebecca's reply

Thank you Linda. Happy to do some extra bum kicking!

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Kent

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

Confused about what life cover to get.

How has Rebecca Robertson helped you?

Rebecca helped us to get the correct level of life insurance and also get income protection for my husband’s salary.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Ensure the rest of her team are as committed as her and easy to contact.

Rebecca's reply

thank you for your review Jackie, if you wish to message me any specific team member feedback please feel free. We have made several team adjustments this year, 2020 is looking very different but far more positive and in the right direction.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Suffolk

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

I was finalising my divorce and looking to understand where I stood financially and to create a long term plan for the rest of my life.

How has Rebecca Robertson helped you?

Rebecca is so clear and patient and cuts through all the jargon. She helped me to: - Relax! She made me feel like all was possible and that I was in a strong position. - Get clarity - I know where I am and the next steps and the ones after that. - Build a success team - she has worked with my accountant and solicitor to maximise clarity and utilise the people who can help me most. - Get motivated. My lack of clarity was leading to some overspending and after my first meeting with Rebecca I could see how to have money work for me.

Have you seen the outcome you were hoping for?

Yes. I can see my financial future taking shape and I am motivated and excited to push harder with it and to be much much smarter about my retirement planning.

What could they have done better?

I want to say so I can be constructive, but honestly I would not have changed anything in Rebecca's approach, attitude or persona.

Rebecca's reply

Hi Lisa, It is so great to know my approach and way of working has such an impact. We haven't got really started yet! Have a wonderful Christmas! Much Love Rebecca x

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in London

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

Investment, Mortgage and Pension Management

How has Rebecca Robertson helped you?

Rebecca is indispensable. She did a thorough review of my finances and profile, developed multiple strategies and solutions, took good time to explain all the details and options and gave sound advice without pressuring choices. She takes personal interest and is extremely knowledgable of the financial market, with good networks. She is also fair and reasonable with her charges.

Have you seen the outcome you were hoping for?

Yes definitely. Rebecca advised me with better ways of managing my life and wealth that fulfilled all my needs for the present and the future, with diversity and care. She helped me recognise my patterns of waste, budget better and consider my personal and family’s goals and welfare.

What could they have done better?

Maybe consider portfolio of investment types other than stock market.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Kent

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

Firstly for a mortgage for a buy to let and then for financial advise following divorce

How has Rebecca Robertson helped you?

Rebecca was able to get me a competitive mortgage deal despite only having 2 years accounts as self employed. She has helped me invest proceeds from my divorce settlement

Have you seen the outcome you were hoping for?

I feel my money is safe. Rebecca explained everything clearly

What could they have done better?

I feel Rebecca has worked hard to find me the most appropriate investments for my requirements therefore I do not think she could have done anything better

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Kent

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

Divorce / Financial Agreement & morgage capacity / pension planning

How has Rebecca Robertson helped you?

Fantastic advice And referrals to specialists where needed

Have you seen the outcome you were hoping for?

In progress

What could they have done better?

Not a thing !

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in London

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

I got in touch with Rebecca after the death of my Dad when we needed some advice .

How has Rebecca Robertson helped you?

Rebecca was supportive and practical , giving us sound advice in clear and concise way . We have worked together both in her offices but also remotely by video call , she is professional but her approach to financial management and communicates information in a highly accessible way . Most importantly for us, she was patient at a time when we were not really wanting to think about money at all.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not for us - we are really happy with Rebecca.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Kent

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

Retirement

How has Rebecca Robertson helped you?

Reviewed my six pensions and gathered them successfully together allowing me to have an adequate monthly pension. Valuable advice give in easy layman terms.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

There were minor administration errors, apart from this it was a successful outcome, I was prewarned this would be a lenglty procedure.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Essex

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

Divorce

How has Rebecca Robertson helped you?

She has given me clear options for investing my pension and therefore giving me a solid income for my retirement

Have you seen the outcome you were hoping for?

Pending

What could they have done better?

At the moment I can't think of any criticism to make of Rebecca. She is an excellent, personable young lady who has given me clear options without any pressure.

First impression from a user who is not yet a client

October, 2018

Overall

Please provide a brief comment about your experience with Rebecca

Very helpful and pleasant to talk to, very clear

Rebecca's reply

Thank you for the first impression review Gillian. Regards Rebecca

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Kent

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

A divorce prompted me to seek advice after receiving my financial settlement.

How has Rebecca Robertson helped you?

Rebecca listened to me and my needs and matched her advice to what I said. Every step of the way she clearly explained everything...from the first telephone call to our eventual meetings.

Have you seen the outcome you were hoping for?

I feel that because Rebecca listened to me I have invested to meet my own needs.

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in London

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

I am now a contractor so I was keen to set up my own (ethical) pension and had too much money withering away in accounts with no interest - that does not make sense if you have a child, little income and are planning to buy in London!.

How has Rebecca Robertson helped you?

Rebecca really explained money, pensions, interest, mortgages and saving to us really well - I felt really empowered to make my own choices that reflect my values. She ran figures for us on mortgages, advised on the rather complex income streams. She set up a pension for me and savings accounts for me and my partner for longer-term saving on the stock market. And gave me advice on bonds as well. And ALL ADVICE was catered to us wanting our savings to be ethical and do good!.

Have you seen the outcome you were hoping for?

Well, accounts are set up, we are more informed about finances and how we could make a mortgage work etc. - so yes! Just need to start saving now.

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Cambridgeshire

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

I'd been meaning to review and consolidate various work pensions for a while, but had never quite got around to it. I'd also just inherited some money and wanted some advice on how best to invest it for the long-term.

How has Rebecca Robertson helped you?

Rebecca took the time to have a consultation to get to know me and my circumstances better. She was very thorough and asked lots of questions about my current circumstances and future aspirations. This ultimately resulted in Rebecca outlining some options tailored to my specific needs. Rebecca is very personable and seems keen to deliver a quality and personal service to her clients.

Have you seen the outcome you were hoping for?

I was very pleased with the advice I received and also all the work that was done behind the scenes to enable the changes. I understand the fees involved, but I am confident that these will be worth every penny in the medium to long-term.

What could they have done better?

I really can't think of any

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Kent

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

I contacted Rebecca because I was concerned about my pension situation.

How has Rebecca Robertson helped you?

Rebecca looked at my current situation, didn't judge me or question why I hadn't got my act together sooner (!), and explained the best options available to me both in terms of my pension and other investments. She took the time to completely understand where I was and where my mindset is in terms of investment and risk, and advised accordingly.

Have you seen the outcome you were hoping for?

It's too soon to say whether the investment will grow financially, but I have seen the outcome I was hoping for in that I am no longer worrying about my pension and financial situation. Rebecca really made me feel at ease during the whole process and I trust her and her advice.

Review from verified client

May, 2018

Overall

Advice

Service

Value

Based in Kent

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

We had money to invest.

How has Rebecca Robertson helped you?

She advised us about the types of investments available and the most suitable for our needs.

Have you seen the outcome you were hoping for?

It is early days yet but I fully expect the investments to work out fine.

What could they have done better?

Her advice could not have been more appropriate to our needs.

Rebecca's reply

Really enjoyed working with B, thank you for your feedback.

First impression from a user who is not yet a client

March, 2016

Overall

Please provide a brief comment about your experience with Rebecca

Cancelled appointment and never came back to me.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Kent

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

My wife and I were looking for a mortgage as first time buyers.

How has Rebecca Robertson helped you?

She offered advice about everything from different types of mortgages to rates and length of fixed terms.

Have you seen the outcome you were hoping for?

Yes, Rebecca went above and beyond our expectations and are very happy with our mortgage product.

What could they have done better?

N/A

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in Kent

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

I needed a new mortgage and insurance payment advice.

How has Rebecca Robertson helped you?

Rebecca was very explanatory, helpful and provided some excellent advice.

Have you seen the outcome you were hoping for?

We had a reduction in our mortgage and insurance monthly payments after meeting with Rebecca which was exactly what we wanted.

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in Kent

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

Moved house and wanted a review of finances.

How has Rebecca Robertson helped you?

Home visit to discuss options.

Have you seen the outcome you were hoping for?

We have better life insurance cover and drafted Wills.

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in Kent

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

Our insurances had not been looked at for a few years and within that time I had become self employed and had my second child. I thought it was time to get everything up to date.

How has Rebecca Robertson helped you?

Rebecca came to my house and we sat down and went through all my paperwork. She looked at my current insurances and made sure that she understood everything about my family situation. She took time to explain how she worked and took time to listen to what my situation was. She made sure that she had everything before she went away to search for the best policies for me.

Have you seen the outcome you were hoping for?

Rebecca came back with a complete revision of the policies that we actually needed. She had worked out what the best deals for us would be to suit our family circumstances exactly. She has saved us money in the long term and given us the peace of mind that we are actually insured for what we need for our lives!.

What could they have done better?

I don't think she could have done anything better to be honest.

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in Kent

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

Looking to release equity D from my residential property.

How has Rebecca Robertson helped you?

Rebecca took the time to come to our home and speak to us at length regarding our options. She then looked at all the available deals and fed back actual availability. Rebecca also to time to advise on improved budgeting.

Have you seen the outcome you were hoping for?

Not at this point as the best options was to approach our main lender.

What could they have done better?

Nothing. Rebecca performed axactly as expected.

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in Kent

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

I needed to write a Will and review my insurances.

How has Rebecca Robertson helped you?

I had been meaning to write a will for some time, however had been putting it off. Rebecca was fantastic and made it feel really straight forward and easy and not the morbid nightmare I had been dreading. It is a total relief to know that for those left I have made what is a difficult time much easier by getting this sorted and expressing my wishes.

Have you seen the outcome you were hoping for?

Yes I am very happy this has all been completed.

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in Kent

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

We were looking for Mortgage advice to grow our Buy to Let business.

How has Rebecca Robertson helped you?

Rebecca worked to understand our goals and the proved to be a trusted advisor as we moved forward.

Have you seen the outcome you were hoping for?

Without a doubt.

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in Kent

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

Mortgage.

How has Rebecca Robertson helped you?

Arranged the mortgage and relavent insurance.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing - she was amazing!

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in Kent

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

I actually contacted rebecca to write a will but we went on to talk about Inheritence planning.

How has Rebecca Robertson helped you?

By giving sound advise and she's been patient as I'm waiting for my circumstance to change before I put in place the plans we discussed.

Have you seen the outcome you were hoping for?

Not yet but that's down to me.

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in Kent

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

I had a baby on the way and I wanted to write a will.

How has Rebecca Robertson helped you?

She came to us to find out what we needed help with, she helped up with our will first then due to her great service, she really does do the research and find the products that are suitable for you we used her for other services as well. I felt totally confident in her ability and advice.

Have you seen the outcome you were hoping for?

Yes. She saved us money on our mortgage and got us a product suitable for not just now but a few years downt he line and where we plan to be.

What could they have done better?

Nothing I can think of.

Rebecca's reply

Always like a happy client

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in Kent

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

I was looking for a new mortgage and i have a low credit score.

How has Rebecca Robertson helped you?

she suggested a mortgage that would not leave a footprint on my credit file.

Have you seen the outcome you were hoping for?

yes, my new mortgage, as recommended by Rebecca is under procees.

Rebecca's reply

Thank you Best Wishes Rebecca

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in Kent

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

looking to purchase house, with house purchase we needed to update our life and welfare policies.

How has Rebecca Robertson helped you?

Rebecca came back to us very efficiently with 2 mortgage offers but more importantly explained the upsides as well as downsides to the offers. I am not the most organised person in the world and Rebecca had utmost patience especially when arranging life and critical illness cover.

Have you seen the outcome you were hoping for?

Now mortgaged and fully insured to values we require.

What could they have done better?

As both my dealings with Rebecca have gone so well, I cannot see how the service could have been better. Good communication, well organised team behind her who prodded me when required to sign docs etc

Rebecca's reply

Always a pleasure Garry, you have a busy job so we do understand :D Many thanks and Best Wishes Rebecca

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in London

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

Mortgage.

How has Rebecca Robertson helped you?

Very excellent help and support received by Rebecca, without her help I would not be able to secure the mortgage, I would recommend her service to everyone. I am able to say Rebecca is the best Mortgage Adviser in the UK.

Have you seen the outcome you were hoping for?

Yes, soon I'll get my new home.

What could they have done better?

I think Rebecca just need to continue her help & support to the clients with her great service as usual, nothing more, she is great by nature.

Rebecca's reply

Thank you so much for the kind comments! Happy to help you :D

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in Kent

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

We were starting to look at buying a property and wanted some initial advice on buying property and mortgages. We didn't really know where to start.

How has Rebecca Robertson helped you?

Rebecca took the time to explain the processes to us and get an understanding of what we wanted and needed. She was clear on what we needed to provide and what the steps were. Rebecca not only dealt with the facts and figures but had a real understanding of what we wanted as a couple. Rebecca has a real personal approach and we felt comfortable and confident from the start. Rebecca found us a mortgage and gave advice throught the process, she was always on hand to answer our questions and direct us on how to progress in all aspects of buying a house, from lending money to solicitors fees etc.

Have you seen the outcome you were hoping for?

We were delighted with every aspect of service and are very happy in our first family home.

What could they have done better?

If I could offer any I would, but we really were happy with the service.

Rebecca's reply

Lovely clients who I am happy to help for the rest of their financial journey!