Robert's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 2 )
Pensions ( 46 )
Retirement income (annuities, drawdown) ( 17 )
Investments and Savings ( 52 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 5 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 11 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 13 )
£100k - £200k ( 6 )
( 1 )
£50k - 100k ( 6 )
Up to £50k ( 6 )
Review
by a verified client in Norfolk
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had an amount of money to invest and wanted sound advice regarding this
How has Robert Beevor helped you?
Always friendly, approachable and professional - I believe Robert has got the best returns on our investments.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not sure that he could've done anything better
Review
by a verified client in Surrey
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a pension that I had allowed to go dormant.
How has Robert Beevor helped you?
Robert has revived my pension and given very good advice
Have you seen the outcome you were hoping for?
Yes, very happy with the way things are going
Review
by a verified client in Yorkshire
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moving towards retirement, I was advised by Aviva to look at the products and advice that Holy independent Advisors.
How has Robert Beevor helped you?
Robert has been so very helpful. he arranged to collect in all my split pensions and got them into one place, informing me as we went along of any pitfalls and advantages .
Have you seen the outcome you were hoping for?
Well we were like so many very unlucky, a month after making the investment, the war in Ukraine broke out and caused havoc, but he told us to sit tight and wait for the recovery. a few tweaks after a year and we are back making money.
What could they have done better?
I don't think there is room to improve.
Review
by a verified client in Northamptonshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous adviser, with whom I had no meetings sadly passed away, Hoyl Independent Advisers were recommended as replacements and I then met Robert.
How has Robert Beevor helped you?
by actively discussing my income requirements, liaising with Aegon the company responsible for the actual investments that are arranged in a manner to suit my aims and requirements.
Have you seen the outcome you were hoping for?
Yes except for the problems caused to everyone by Covid, no one could have circumvented the issues raised by the pandemic.
What could they have done better?
I don't know.
Review
by a verified client in Norfolk
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Divorce
How has Robert Beevor helped you?
Robert has given me good advice on investing my money . If anything crops up that I need advice on I can contact Robert easily .
Have you seen the outcome you were hoping for?
Yes even in the present climate my investments are doing well .
What could they have done better?
I don’t think there is anything that can be done better .