Roger Milbourn

Roger Milbourn

Aspirations Financial Planning

Roger's reviews

Reviewed for

Insurance and Protection ( 6 )

Mortgages ( 10 )

Pensions ( 29 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 5 )

Investments and Savings ( 28 )

Pension Transfers - Non Specialist ( 1 )

Inheritance Planning ( 2 )

Pension Transfers - Specialist ( 3 )

Reviewers' assets

£500k+ ( 6 )

£200k - £500k ( 7 )

£100k - £200k ( 5 )

£50k - 100k ( 7 )

Up to £50k ( 7 )

( 1 )

First impression

by a VouchedFor user

a year ago

Overall

Please provide a brief comment about your experience with Roger

Roger was friendly and business like. He covered the ground fully and clearly and answered our questions very well. He left us with our understanding improved and a plan of action if we decide to proceed further.

Roger:

Thanks Alan, I appreciate your kind words. It was a pleasure to meet with you and Anthea. I will send across our meeting summary and proposal later this week. Roger
First impression

by a VouchedFor user

a year ago

Overall

Please provide a brief comment about your experience with Roger

Excellent knowledgable advice and went the extra mile to put me in contact with a solicitor for legal advice. Would highly recommend Roger. Thank you.

Roger:

Hi Nicole, many thanks for leaving a review, it was much appreciated. Do let me know if I can help with anything else. Roger
First impression

by a VouchedFor user

a year ago

Overall

Please provide a brief comment about your experience with Roger

Knowledgable but for detail discussion and preparation of report very expensive £1500

First impression

by a VouchedFor user

a year ago

Overall

Please provide a brief comment about your experience with Roger

So far my experience has been good. We have arranged a first meeting next week after which I will bw in a better position to comment.

First impression

by a VouchedFor user

a year ago

Overall

Please provide a brief comment about your experience with Roger

Well explained. Very thorough and professional