Rob's reviews
Reviewed for
Insurance and Protection ( 18 )
Mortgages ( 1 )
Pensions ( 43 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 29 )
Investments and Savings ( 50 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 19 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 36 )
Financial Mentoring ( 13 )
Financial Coaching ( 3 )
( 2 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 11 )
£100k - £200k ( 2 )
£50k - 100k ( 2 )
( 1 )
Up to £50k ( 4 )
Review
by a verified client in Worcestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was approaching retirement and needed advice. I had a reasonable pension pot and needed to understand the best options for me.
How has Rob Tiffin helped you?
Rob explained the various options and answered all of my questions, allowing me to make my own choices and provided me with guidance to ensure my pension pot gave me what I was looking for. Initially I had assumed I would just purchase an off the shelf pension annuity or similar peension package but Rob showed me how a well managed SIPP could produce much better results. Rob's company Altior has a range of investments and using a range of them is producing the pension I require and is worth more now than when it started.
Have you seen the outcome you were hoping for?
Yes, and more. So far the outcome is better than I initially hoped for.
Review
by a verified client in Devon
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were planning for our future and needed advice on how to invest for retirement
How has Rob Tiffin helped you?
Rob has been with us for over 15 years, always available to offer advice on pension rules and potential upcoming budget announcements.
Have you seen the outcome you were hoping for?
The outcome of working with Rob has exceeded our initial expectations and we are now in a great position for when we eventually retire.
What could they have done better?
Nothing. Rob has moved with the times and where ever a gap was identified in his services, he has innovated to the benefit of his clients.
Review
by a verified client in Worcestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initial advice on location to move pre-existing workplace pension.
How has Rob Tiffin helped you?
Rob has helped advise on options regarding monthly saving pots. Clearly explaining pros and cons of each, and which would be best suited to my short and long term goals.
Have you seen the outcome you were hoping for?
Yes, although only in my early stages. It has given me a clear path to reach my financial goals.
What could they have done better?
NA
Review
by a verified client in Gloucestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement and investment options
How has Rob Tiffin helped you?
Guidance as to best options for tax efficient investment and income
Have you seen the outcome you were hoping for?
Yes very pleased with advise and results
What could they have done better?
Nothing I can think of
Review
by a verified client in Gloucestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was nearing retirement and needed advice on getting the best out of my pension and maximising my savings
How has Rob Tiffin helped you?
He has given me sound advice to make early retirement an option.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, he is very helpful and is extremely easy to discuss my plans with.