Rob Tiffin

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

With accumulating wealth comes a responsibility to my wife and children and to navigate what seems an increasingly complex path through tax and changes in legislation. You don't know what you don't know and I thought I was fairly financially literate! I have known Rob for some years and he comes highly recommended so I was happy to engage and now have absolutely no regrets.

How has Rob Tiffin helped you?

Rob is a breath of fresh air and communicates regularly, especially during uncertain times, something I find very reassuring. When the going gets tough, the tough (Rob) gets going! I like his direct no nonsense approach, his advice has worked extremely well and we have adapted to the everchanging rules and legislative changes. Trust is key and I both like and trust Rob and his team. I think fees for what he does are very reasonable too and good value. Thank you Rob and your team!

Have you seen the outcome you were hoping for?

Very happy and know our regular reviews and communications are invaluable.

What could they have done better?

Can't fault anything as I feel very secure with the support and advice I get.

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

I needed to consider options to self invest my company provided retirement savings

How has Rob Tiffin helped you?

Rob took me through all the available options and has successfully managed my pension savings over the past 8 years.

Have you seen the outcome you were hoping for?

Yes very much so. My investments have performed well under Rob’s management.

What could they have done better?

Nothing comes to mind. Communication is always well informed and promptly delivered.

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

I wanted to find someone I trusted and who was a decent amount younger than me to help me grow my savings, investments and pensions in a tax efficient way. Logic for seeking a younger advisor is that they’d be working after I retired.

How has Rob Tiffin helped you?

Developed an investment strategy that has outperformed expectations growing year on year above 5%.

Have you seen the outcome you were hoping for?

The outcomes in terms of growth have exceeded my expectations. As I move closer to retirement I am confident I can maintain a high standard of living.

What could they have done better?

Nothing - excelled at every level.

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

A change in salary brought about a need to better understand how to manage my finances effectively.

How has Rob Tiffin helped you?

Provided expert counsel, guidance and practical support with the setup of a financial management platform that allows me to easily control my investments and pensions.

Have you seen the outcome you were hoping for?

Absolutely, I now have full confidence that I'm getting the most out of my personal financial situation.

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

Better planning for the future and to ensure I was still able to access my 30 hours childcare by adjusting my annual net income below £100k.

How has Rob Tiffin helped you?

He has provided timely advice and support. He is always on hand to answer questions and has helped me understand all options available to me in order to achieve my objectives.

Have you seen the outcome you were hoping for?

Yes, I am very happy with the support and what it has allowed me to achieve.

What could they have done better?

Nothing comes to mind.