Reviewed for

Insurance and Protection ( 18 )

Mortgages ( 25 )

Pensions ( 23 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 4 )

Investments and Savings ( 11 )

Pension Transfers - Non Specialist ( 6 )

Inheritance Planning ( 1 )

Pension Transfers - Specialist ( 2 )

Financial Planning ( 3 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 2 )

£100k - £200k ( 2 )

Up to £50k ( 9 )

£50k - 100k ( 7 )

Client reviews

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in West Midlands

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

re-mortgaging due to current rate coming to an end

How has Rachel Robb helped you?

researching new mortgage rates

Have you seen the outcome you were hoping for?

yes, although our new rate is higher we believe Rachel has found us the very best outcome for our needs

What could they have done better?

nothing

Rachel's reply

Thank you for taking the time to leave a review, I really appreciate it.

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in West Midlands

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

Could not find a life insurance

How has Rachel Robb helped you?

She helped me to get the perfect insurance

Have you seen the outcome you were hoping for?

Yes

Rachel's reply

Thanks you for the lovely review. I really appreciate it. I'm so glad we could achieve the outcome you were looking for.

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in West Midlands

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

I was looking for a new mortgage, a colleague recommend Rachel.

How has Rachel Robb helped you?

Rachel helped enormously throughout the whole process, always helpful and very speedy with any queries.

Have you seen the outcome you were hoping for?

Yeah, I was happy with my mortgage deal.

What could they have done better?

Nothing

Rachel's reply

Thank you so much for your lovely review, it's very much appreciated!

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Worcestershire

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

I was a first time buyer & needed advise.

How has Rachel Robb helped you?

Explaining the full mortgage process thoroughly & advising on products that are beneficial which I would not have known about. Making me feel at ease with the process & regular updates on the application.

Have you seen the outcome you were hoping for?

Yes, smooth journey throughout.

What could they have done better?

N/A

Rachel's reply

Thank you for taking the time to leave a review. It's very much appreciated :) So glad to hear it was such a smooth journey.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Herefordshire

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

I was conscious that I had very little by way of protection if I was unable to work through sickness or injury.

How has Rachel Robb helped you?

Rachel went through my options and tailored an income protection plan which suited my needs but was also kept within my budget.

Have you seen the outcome you were hoping for?

100%.

What could they have done better?

Nothing at all.

Rachel's reply

Thank you so much for the lovely review, I really appreciate it.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in West Midlands

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

I knew taking out life insurance, critical illness cover, and income protection was important, but it felt overwhelming. I wanted clear guidance through the process and needed to find policies that truly made sense for my situation and budget.

How has Rachel Robb helped you?

Rachel has exceeded all my expectations. Her knowledge and understanding of the insurance and protection landscape is remarkable. She asked the right questions to assess my needs, explained complex terms clearly and patiently, and presented me with options that matched my priorities perfectly. She is an incredibly positive communicator and the entire end-to-end experience as a customer was a true pleasure.

Have you seen the outcome you were hoping for?

Absolutely! I now have peace of mind knowing I have coverage that fits my life. I feel confident I made informed decisions thanks to Rachel's expert guidance. I would recommend her to anyone seeking insurance advice without hesitation.

Rachel's reply

Thank you for the lovely review, I really appreciate it.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in West Midlands

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

Moving into my first home and needed to considered life insurance. Something I had little to no understanding of

How has Rachel Robb helped you?

She initially helped us by providing all the information me and my partner needed to considered when getting insurance. Any questions we had were answered quickly and comprehensively making the process quick and comfortable for me. She found various quotes for different levels of coverage within our budget.

Have you seen the outcome you were hoping for?

I have go a level of cover I am more than happy with and now understand it ins and outs of my insurance, as well as it being with in budget so I am very happy with the outcome.

What could they have done better?

Nothing could have been done better from my perspective.

Rachel's reply

Thank you so much for the review, it's really appreciated.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Worcestershire

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

We have been with Prosser Knowles for a number of years and Rachel came highly recommended - we couldn’t agree more!

How has Rachel Robb helped you?

In many ways; from finding the best mortgage deals for us to helping us navigate the trucker market last autumn

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Rachel's reply

Thank you for the lovely review - it's really appreciated.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Worcestershire

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

I needed to get life insurance in place following the purchase of a new personal property. I was of the understanding that I would be able to put something in place through my business but needed some assistance in doing this

How has Rachel Robb helped you?

Rachel explained thoroughly my options and found the most competitive quote for me. When there were hiccups (which there inevitably are) she was on the case and I ended up with a product that I am happy with.

Have you seen the outcome you were hoping for?

Yes.

Rachel's reply

Thank you for the review Ben, it's very much appreciated.

First impression from a user who is not yet a client

February, 2024

Overall

Please provide a brief comment about your experience with Rachel

Rachel is a wonderful adviser - very knowledgable and really took the time to understand my needs. I wanted to look at taking out a mortgage in the context of me partially retiring. Rachel talked through the pros and cons of different approaches and was so very patient when answering all my questions. I shall be sticking with Rachel and work with her to get my mortgage. Very very pleased with all her help.

Rachel's reply

Thank you so much Sarah for taking the time to leave such a wonderful review. I look forward to working with you to achieve your goals.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Worcestershire

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

We wanted to undertake alterations to our house so decided to increase our mortgage.

How has Rachel Robb helped you?

Rachel did a great job of helping us arrange our mortgage, the whole application process was handled quickly and easily.

Have you seen the outcome you were hoping for?

Yes - we have been able to increase our mortgage to complete work on our existing home.

What could they have done better?

Everything was handled as I would expect.

Rachel's reply

Thank you Mark for the lovely feedback.

First impression from a user who is not yet a client

January, 2024

Overall

Please provide a brief comment about your experience with Rachel

Having considered an Equity Release plan for our pending retirement, my Wife and I were highly recommended to the Droitwich office of Prosser Knowles, where we met with the delightful Rachel Robb, for a free consultation. During the hour long discussion, we learnt a considerable amount of information regarding Equity Release, the pros/cons, benefits and pitfalls. Rachel was clear, concise and completely honest and upfront with every apsect of the project, leaving us with informed and decisive options. We plan to proceed with our ER life mortgage in the Spring of 2024 and there will be a short list of just ONE person and ONE company we shall choose....Rachel Robb and Prosser Knowles.

Rachel's reply

Thank you so much David for the review of your initial meeting, it was a pleasure to read and certainly brightened up my day. I'm pleased that the discussion was positive and helped with making a decision about your retirement plans. I look forward to working together to meet your objectives in the Spring.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Worcestershire

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

We have used Rachel for a number of years and these were reviews for several items, including mortgage, pension and investments.

How has Rachel Robb helped you?

Mortgages, Investments, Pension advice have all been provided in an easy to understand way and with excellent knowledge and professionalism

Have you seen the outcome you were hoping for?

Yes we have.

What could they have done better?

Rachel has always been polite, friendly, knowledgeable and explains everything in an easy to understand way. We don't feel she could have done anything better.

Rachel's reply

Thank you Sheila for your kind words. It has been a pleasure working with you.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in West Midlands

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

Rachel was my mortgage advisor when I first moved home, and as I felt confident with her the first time I wanted my second move to go just as smoothly.

How has Rachel Robb helped you?

She got myself and my partner our mortgage and dealt with our insurances taking the stress away from us.

Have you seen the outcome you were hoping for?

Yes, we are now settled in to our new home.

What could they have done better?

No, she’s always so professional

Rachel's reply

Thank you for your review and your kind words. I'm so pleased that the move went smoothly and you're both all settled in now.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Gloucestershire

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

Re mortgage due to high interest rate.

How has Rachel Robb helped you?

Helped facilitate the mortgage process in a very professional, helpful & friendly manner. Excellent communication skills.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

None

Rachel's reply

Thank you for your review and kind words Dawn. Happy to help you both.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Worcestershire

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

Considering Equity Release and needed expert advice-Rachel and her colleague were recommended by a friend who had previous knowledge about Prosser Knowles.

How has Rachel Robb helped you?

She has clearly gone through all the possibilities and discussed all the outcomes for choices etc. Rachel has visited me at each stage of my enquiry/application and has explained all aspects.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of at moment!

Rachel's reply

Thank you for your kind words Carolyn, it has been a pleasure working with you.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in West Midlands

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

Recommendation from solicitors in divorce procedure

How has Rachel Robb helped you?

Given feedback on mortgage principal/intent

Have you seen the outcome you were hoping for?

Feedback seemed good as to what I could do.

What could they have done better?

Nothing it was all there for me to see and be advised upon.

Rachel's reply

Thank you for your review Phiona, it's very much appreciated. I hope to be able to help you with mortgage matters in the future.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Worcestershire

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

My husband needed help consolidating his pensions.

How has Rachel Robb helped you?

Rachel gave great advice and options to invest pension. She also was able to give us information on insurance and protection products as well as finding us the best rate for remortgaging our home.

Have you seen the outcome you were hoping for?

Pension investments are doing well so very satisfied with outcome.

What could they have done better?

Nothing We were very happy with Rachel’s professional service.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Worcestershire

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

Amalgamating pensions together, mortgage advise, insurance and protection

How has Rachel Robb helped you?

She has dealt with all our mortgages and life insurance as a family and also dealt with moving my pensions into one pot

Have you seen the outcome you were hoping for?

Very much so. Even the high rates on our mart have were dealt with

What could they have done better?

Nothing

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Worcestershire

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

Needed to remortgage

How has Rachel Robb helped you?

Finding competitive rates

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really, very happy with the service provided

Review from verified client

March, 2023

Overall

Service

Advice

Value

Based in Worcestershire

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

I wanted a genuine person to give me advice on how to deal with my finances. Someone I felt comfortable talking to as my knowledge of what to do with with my money safely was very limited. Prosser Knowles came to see me and are highly recommended financial advisors local to me. I was very impressed and decided to use Rachel.

How has Rachel Robb helped you?

Rachel is a highly knowledgeable woman in her profession. So easy to talk to and feel you are in safe hands. Every question, however minor, answered straight away. She is always on the end of the phone to help me. Nothing is too much trouble and comes to see me regularly. Her advice is excellent although times are hard at the moment for everyone and my money is invested for the long term. I would recommend Rachel to anyone wanting information and their finances explained simply so you can understand if you have no knowledge yourself and you are in good hands. Her knowledge is exemplary.

Have you seen the outcome you were hoping for?

My money is safe but as everyone knows the world market is struggling but I know that in a short time my finances will be more productive.

What could they have done better?

Nothing

Rachel's reply

Thank you for your kind words Liz, always a pleasure to speak to you.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Worcestershire

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

Pension

How has Rachel Robb helped you?

Pension and mortgage

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Worcestershire

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

finacial problems late in life

How has Rachel Robb helped you?

she went above and beyond making sure we understood every partof the journey and not making us feel embarrassed we have got ourself in this position

Have you seen the outcome you were hoping for?

yes all sorted now we have piece of mind

What could they have done better?

nothing

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Worcestershire

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

Awful service from previous company.

How has Rachel Robb helped you?

She sorted out the problems I was receiving from the previous company.

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing

Rachel's reply

Thank you Rosalind

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Worcestershire

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

Pension review

How has Rachel Robb helped you?

Reviewed pensions and moved to a better provider

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Service was excellent as usual

Rachel's reply

Thank you so much for your kind words Sheila, always a pleasure.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Worcestershire

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

I was looking at buying my first home

How has Rachel Robb helped you?

Rachel was able to help search for mortgage rates and also look into insurance. As a first time buyer I was nervous about the whole process, but Rachel had really helped make it as smooth running and as understandable as possible. Thank you Rachel for all your help so far!

Have you seen the outcome you were hoping for?

Yes

Rachel's reply

Thank you Romy. I'm so glad you are pleased with the outcome. Fingers crossed your completion date happens very soon!

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in West Midlands

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

Purchase of first home

How has Rachel Robb helped you?

Rachel has been excellent in guiding us through the process of buying our first home. She’s very quick to respond to any queries we had and very clear with her explainations. She sorted out the best deals for our mortgage and also gathered quotes for other items including life insurance and building insurance.

Have you seen the outcome you were hoping for?

Yes, Rachel went above and beyond for us.

What could they have done better?

Nothing.

Rachel's reply

Thank you Lewis for your kind words. I was pleased to help you purchase your first home.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Worcestershire

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

I needed advice as I thought about leaving my current employment.

How has Rachel Robb helped you?

She has been very helpful and offered clear advice.

Have you seen the outcome you were hoping for?

So far, yes.

What could they have done better?

I am very happy with all the services.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Worcestershire

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

Our old one died

How has Rachel Robb helped you?

Helpful and friendly, clearly explaining everything

Have you seen the outcome you were hoping for?

Early days yet, but all that we agreed has been done

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in West Midlands

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

I was taking early retirement and I wanted the help for sorting out my personal and company pensions.

How has Rachel Robb helped you?

Immensely, Rachel helped to put my mind at rest as I wanted to make sure i was doing the best thing for my circumstances.

Have you seen the outcome you were hoping for?

Yes, I have.

What could they have done better?

In my eyes absolutely nothing.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Worcestershire

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

I wanted to put multiple pensions into 1 pot

How has Rachel Robb helped you?

She advised me in all aspects of my pension especially risk and type of funds to invest in.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Worcestershire

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

Mortgage advice

How has Rachel Robb helped you?

Mortgages

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing they have done excellent

Rachel's reply

Thank you for your kind words Emma :)

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Worcestershire

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

Mortgage applications and life insurance

How has Rachel Robb helped you?

She has helped me with finding the best deal for my mortgage

Have you seen the outcome you were hoping for?

I have

What could they have done better?

Absolutely nothing everything has been superb

Rachel's reply

Thank you Tom for the lovely feedback :)

First impression from a user who is not yet a client

April, 2022

Overall

Please provide a brief comment about your experience with Rachel

Very quick and detailed response from Rachel, but did not realise she was not based in Stourbridge but Bromsgrove/Droitwich which is to far to travel.

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Worcestershire

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

Wanting advice on my pensions.

How has Rachel Robb helped you?

She has given me advice on my pensions

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Worcestershire

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

Mortgage deal was due for renewal and investment review was due

How has Rachel Robb helped you?

Found us a new fixed rate mortgage product and reviewed our investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Excellent service and communication, nothing could have been done better

Rachel's reply

Thank you Sheila, it's a pleasure as always.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Worcestershire

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

I took early retirement and had a number of pensions which required attention

How has Rachel Robb helped you?

Clear advice and options in plain language

Have you seen the outcome you were hoping for?

The investments are showing healthy growth

What could they have done better?

I am very happy with the advice and results so far.

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Worcestershire

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

Looking to buy a house. First time buyer.

How has Rachel Robb helped you?

Found me a very competitive mortgage deal with a reputable lender. Due to a failed business venture some years earlier some lenders would not offer me a mortgage but Rachel was able to find a suitable deal with no fuss or worry.

Have you seen the outcome you were hoping for?

Yes. Moved in to our new home 2 weeks ago.

What could they have done better?

Nothing. It was a perfect service from Rachel. She went the extra mile. Our original purchase fell through but Rachel happily found us a new mortgage at no extra cost.

Rachel's reply

Thank you for your kind words Paul. I'm pleased to have helped you and glad to hear you're all settled into your new home.

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in West Midlands

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

A review of a pension plan. To see if it was working at it's full potential and how safe the risks were.

How has Rachel Robb helped you?

By discussing options that would best benefit in the long run.

Have you seen the outcome you were hoping for?

Not yet because it will show within time.

What could they have done better?

She could have done no better. Excellent advise and communication. Happy to recommend.

Rachel's reply

Thank you for your kind words Steve.

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in West Midlands

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

my pension is looked after by Rachel and my life insurance came to the end of its policy and Rachel arranged for a new life insurance policy to suit my needs

How has Rachel Robb helped you?

arranged a new life insurance policy for me

Have you seen the outcome you were hoping for?

yes very much so very happy with the outcome

What could they have done better?

nothing

Rachel's reply

Thank you for your kind words Lisa - I'm pleased I was able to help you.

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Worcestershire

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

I was looking to invest monies and Prosser knowles was recommended to me by a friend.

How has Rachel Robb helped you?

She listened, explained & talked me through the whole process from beginning to end giving me a lot of confidence & fully gaining my trust. Thank you

Have you seen the outcome you were hoping for?

ABSOLUTELY & without doubt very pleased with how my investments are performing ????

What could they have done better?

I wish I had invested earlier

Review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Worcestershire

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

Reviewing my finances

How has Rachel Robb helped you?

Took on board my needs and suggested products according to my needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Worcestershire

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

Buying a property

How has Rachel Robb helped you?

Good advice, helpful throughout the process, responded quickly, pleasant to deal with

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Rachel's reply

Thank you for the kind words Sarah :)

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Worcestershire

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

We have used Prosser knowles for our mortgage needs over the past 10 years and their service has always been outstanding. Rachel has been really helpful and supportive.

How has Rachel Robb helped you?

Rachel gave us informative and invaluable advice.

Have you seen the outcome you were hoping for?

Yes thank you.

What could they have done better?

Nothing!

Rachel's reply

Thank you so much for your review Amy, it's very much appreciated. I look forward to helping you more in the future.

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in West Midlands

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

Been with them other 10 years

How has Rachel Robb helped you?

Life insurance Mortgage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Rachel's reply

Thank you for the kind words Nigel. :)

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Dorset

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

We were buying our first home

How has Rachel Robb helped you?

Rachel guided us through the whole process from start to finish! We even tried to buy an initial property that felt through so technically she helped us twice!

Have you seen the outcome you were hoping for?

YES all down to Rachel, she exceeded our expectations and got us a better deal than we had been quoted elsewhere

What could they have done better?

Nothing! we can't thank Rachel enough we are so lad to be in our new home and we couldn't have done it without her help, support, and patience with our questions!

Rachel's reply

Thank you for your comments Robyn - it's been a pleasure to help. I hope you're all settled in to the new house now!

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Worcestershire

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

I wanted to find an adviser I could meet with and that I knew would want to understand my personal situation.

How has Rachel Robb helped you?

Rachael has taken the time to understand our family situation and give sound, measured advice that fits our requirements. There has been no pressure to take up any products or services until we were comfortable with the advice we were receiving and Rachael made sure we understood all the details at every turn.

Have you seen the outcome you were hoping for?

Yes absolutely and I know the advice will be ongoing.

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Worcestershire

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

Transfer of pension to new provider and withdrawal of funds

How has Rachel Robb helped you?

She gave advice on the most suitable product

Have you seen the outcome you were hoping for?

Yes, pension was transferred to a new product as expected

What could they have done better?

Rachel could not have improved on the excellent service she provided

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in West Midlands

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

I had taken early retirement and wanted advice on how to go forward with my private pensions.

How has Rachel Robb helped you?

She advised on consolidating my pensions and also to obtain a monthly income.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

Rachel's reply

Thank you for your lovely comments Carol. I look forward to being able to meet face-to-face again.

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Worcestershire

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

I had several pensions that were impossible to manage or know how they were performing. Rachel has guided me with all and merged some but with sound advice, kept some but under her watchful eye. I couldn’t recommend her high enough or the company she works for. Don’t think twice about either.

How has Rachel Robb helped you?

Discussed what I wanted and gave me a detailed plan of how to achieve the best I can get. She gave the advice all people in my position need.

Have you seen the outcome you were hoping for?

My plans are going very well and my mind is at rest that I have chosen the best provider.

What could they have done better?

My only regret is that I didn’t do this sooner. Thank you superstar!!!

Rachel's reply

Thank you for the lovely comments Jason - it has been a pleasure to help you. :)

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Worcestershire

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

Death of wife ,mother, mother in law all at same time needed someone to help wit financial situation

How has Rachel Robb helped you?

Sat down with me explained how best to use the money that was left to me

Have you seen the outcome you were hoping for?

yes and more

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Worcestershire

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

Contacted Rachel Robb with regards to my pension and advice as to what to do coming up to 60... Found Rachel to be very professional and knowledgeable. I would highly recommend her to others.

How has Rachel Robb helped you?

Rachel helped with transferring my pension from L&G to Old Mutual.

Have you seen the outcome you were hoping for?

Yes, I can see what happens, regularly with your investment

What could they have done better?

That is a difficult question to answer, Rachel I feel and see her going beyond her call of duty and look after her clients.

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Worcestershire

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

I used the services during my Mortgage negotiations and as Rachel offered such a great service I enlisted her support with my pensions portfolio and the transfer of other pensions into one managed fund.

How has Rachel Robb helped you?

Rachel's mortgage advice and assistance was excellent which naturally continued through to my pensions portfolio and life insurance requirements. We annually discuss the performance of my portfolios where Rachel will advise on any market or situation changes which may affect my choices of product of service. Always happy and willing to help.

Have you seen the outcome you were hoping for?

Initially yes but as with any financial package I am looking at the long game.

What could they have done better?

Once the Covid pandemic has lifted we can resume face to face meetings which are preferred over zoom.....

Rachel's reply

Thank you for your lovely comments Dan. I'm also looking forward to face-to-face meetings again!

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Worcestershire

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

I needed help to sort out a problem with my SIPP after having received poor advice previously.

How has Rachel Robb helped you?

Rachel conducted a thorough review of my pension and presented my options to me in a very professional manner. She explained everything to me and made sure I understood all of the terms and conditions before moving forward.

Have you seen the outcome you were hoping for?

I couldn't have been more pleased with the outcome, Rachel was excellent from start to finish.

What could they have done better?

Nothing, couldn't fault her.

Rachel's reply

Thanks for the lovely comments Dale. It's been a pleasure to help - onwards and upwards!