Robbie's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 28 )
Retirement income (annuities, drawdown) ( 20 )
Investments and Savings ( 48 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 27 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 38 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 16 )
£100k - £200k ( 9 )
£50k - 100k ( 1 )
Up to £50k ( 1 )
Review
by a verified client in Lancashire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Help with financial Planning
How has Robbie Pierce helped you?
Advised on best options for our savings and future planning
Have you seen the outcome you were hoping for?
Yes
Robbie:
Thank you so much for your review and kind feedback — I look forward to speaking with you again soon.Review
by a verified client in Conwy
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for advice on savings moving to managed funds
How has Robbie Pierce helped you?
Helped understand isa allowance and which of my various pensions to draw down.
Have you seen the outcome you were hoping for?
Yes fund growth as hoped for
Robbie:
Thank you for taking the time to leave a review. Your feedback is greatly appreciated and valued.Review
by a verified client in Gwynedd
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To invest money wisely
How has Robbie Pierce helped you?
A better understanding of financial planning.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
All matters were covered sufficiently in our meetings.
Robbie:
Thank you for taking the time to leave a review. I genuinely appreciate your feedback and look forward to speaking with you again soon.Review
by a verified client in Gwynedd
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pre retirement course by employer
How has Robbie Pierce helped you?
Recomended more discipline on our spending
Have you seen the outcome you were hoping for?
Present international circumstancrs have masked the benefits
What could they have done better?
Understood the underlying inconsistency of indefinite growth on a finite planet
Robbie:
Thank you for taking the time to leave a review. I genuinely appreciate your feedback and look forward to speaking with you again soon.Review
by a verified client in Gwynedd
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Robbie Pierce helped you?
Regular financial reviews and advice.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing at present.
Robbie:
Thank you for taking the time to share your review — it’s genuinely appreciated. Your feedback is really valuable, and I’m glad to hear about your experience. If there’s anything else you ever need or any questions come up, please feel free to get in touch. I’m always happy to help.