Robbie's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 19 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 35 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 21 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 27 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 13 )
£100k - £200k ( 7 )
£50k - 100k ( 1 )
Review
by a verified client in Herefordshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Coming up to retirement age
How has Robbie Pierce helped you?
Giving me advice and guidance to enable me to retire earlier than the national pension age and organise my savings for future use / inheritance.
Have you seen the outcome you were hoping for?
Yes Robbie talked to me about my future financial goals and objectives and given me excellent advise that allowed me to retire 2 years earlier originally planed. He has also enabled me to sorted out my finances and plan for the future.
Robbie:
Thank you for taking the time to leave a review and for your valued feedback. It’s always a pleasure working with you both, and I look forward to seeing you again at our next meeting.Review
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment in a SIPP
How has Robbie Pierce helped you?
After initial investment in a SIPP, Robbie has helped us understand the risk profile of our investment, the interaction with other savings and investments and the overall inheritance tax situation
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing - very happy with the solutions proposed
Robbie:
Thank you for taking the time to leave your review. Your feedback is greatly appreciated and I look forward to meeting with you again soon.Review
by a verified client in Denbighshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning, investments and Inheritance including capital gains. Importance of having a balanced portfolio.
How has Robbie Pierce helped you?
In all of the above. He is a great listener and gives us the tools to make the right decision for us.
Have you seen the outcome you were hoping for?
Yes and during the difficult financial markets with current global crisis.
What could they have done better?
Nothing, very good service it is just what we need, well done.
Robbie:
Thank you for sharing your feedback. I really appreciate the time you took to review my service, and I’m very pleased to hear that you’re happy with your experience and the service received.Review
by a verified client in Denbighshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning and investments. Advice re capital gains and inheritance tax.
How has Robbie Pierce helped you?
Talked us through retirement planning and investments available. Clearly explained things and our best options.
Have you seen the outcome you were hoping for?
Yes, very happy with the investments advised and the growth we have seen in difficult financial times.
What could they have done better?
Nothing! Robbie has given us sound advice and answered all the questions we have had. Very professional.
Robbie:
Thank you for your feedback. I really appreciate the time you took to share them and it’s great to know that you’re happy with your experience and the service provided. Please don’t hesitate to reach out if I can assist you further.Review
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had recently retired.
How has Robbie Pierce helped you?
Yes. He follows on from a previous advisor.
Have you seen the outcome you were hoping for?
Yes. I feel The management of my holdings is in good hands.
What could they have done better?
Nothing comes to mind.
Robbie:
Thank you for taking the time to share your review. Your feedback is greatly appreciated, and I look forward to meeting with you again next year—or sooner, if needed.