Rachel's reviews

Reviewed for

Insurance and Protection ( 32 )

Mortgages ( 44 )

Pensions ( 24 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 8 )

Investments and Savings ( 12 )

Pension Transfers - Non Specialist ( 6 )

Inheritance Planning ( 3 )

Pension Transfers - Specialist ( 2 )

Financial Planning ( 4 )

Financial Mentoring ( 2 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 5 )

£100k - £200k ( 3 )

Up to £50k ( 17 )

£50k - 100k ( 10 )

Review

by a verified client in Worcestershire

3 days ago

Overall

Advice

Service

Value

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

Inheritance and using it to part purchase a property.

How has Rachel Robb helped you?

Following inheritance, Rachel was very helpful to my late father and also myself in then putting an appropriate mortgage in place.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. Advice was relevant and reflected our requirements.

Rachel:

Thank you for taking to the time to leave a review, it's much appreciated.
Review

by a verified client in Worcestershire

13 days ago

Overall

Advice

Service

Value

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

Needed a mortgage

How has Rachel Robb helped you?

Sorted it out with the best deal

Have you seen the outcome you were hoping for?

Yes

Rachel:

Thank you for leaving a review of our services.
Review

by a verified client in West Midlands

13 days ago

Overall

Advice

Service

Value

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

I wanted to draw money down from house

How has Rachel Robb helped you?

She organized the transaction

Have you seen the outcome you were hoping for?

Yes

Rachel:

Thank you for leaving a review of my service, I really appreciate you taking the time to do this.
Review

by a verified client in Lincolnshire

13 days ago

Overall

Advice

Service

Value

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

For my son to buy his 1st Home.

How has Rachel Robb helped you?

Getting the best offer on the market

Have you seen the outcome you were hoping for?

Yes definitely

Rachel:

Thank you for leaving a review of my service, I really appreciate you taking the time to do this.
Review

by a verified client in West Midlands

18 days ago

Overall

Advice

Service

Value

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

I wanted to stay in my marital home following my late husband’s passing

How has Rachel Robb helped you?

Rachel assisted me in obtaining a lifetime mortgage, enabling me to remain in the house after my late husband's passing.

Have you seen the outcome you were hoping for?

She went the extra mile to ensure this happened. Without her help I would have had to sell the property and attempt to find somewhere else to live.

What could they have done better?

Rachel was very helpful and went above and beyond to help, which is why I would definitely recommend her. There wasn’t anything she could have done any better

Rachel:

Thank you for taking the time to leave such a lovely review. I am so pleased that we could help you achieve this and hopefully put your mind to rest.