Robbie MacKillop

Robbie MacKillop

17 Wealth Management

Robbie's reviews

Reviewed for

Insurance and Protection ( 74 )

Mortgages ( 8 )

Pensions ( 149 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 69 )

Investments and Savings ( 104 )

Pension Transfers - Non Specialist ( 37 )

Inheritance Planning ( 15 )

Long Term Care ( 6 )

Pension Transfers - Specialist ( 32 )

Financial Planning ( 58 )

Financial Mentoring ( 8 )

Financial Coaching ( 4 )

Reviewers' assets

£500k+ ( 15 )

£200k - £500k ( 45 )

£100k - £200k ( 24 )

Up to £50k ( 12 )

£50k - 100k ( 22 )

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

Review

by a verified client in Lanarkshire

20 hours ago

Overall

Advice

Service

Value

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

Retirement cash lump sum investments

How has Robbie MacKillop helped you?

Robbie has expertly managed my financial expectations and needs.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in Midlothian

8 days ago

Overall

Advice

Service

Value

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

Recently retired

How has Robbie MacKillop helped you?

Advised on tax efficient pension drawdown. Also keeps us informed of changes in market

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

Review

by a verified client in Midlothian

8 days ago

Overall

Advice

Service

Value

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

Was heading to retirement and wanted guidance.

How has Robbie MacKillop helped you?

He advised on tax efficient pension drawdown. Keeps us informed of changes in the market .

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

Review

by a verified client in Lanarkshire

12 days ago

Overall

Advice

Service

Value

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

Looking for better returns on my pension

How has Robbie MacKillop helped you?

Brought my pensions together and assisted with wealth management

Have you seen the outcome you were hoping for?

Yes - maybe not as much as I'd have hoped but that's due to the recent major global financial events

Review

by a verified client in Dunbartonshire

13 days ago

Overall

Advice

Service

Value

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

Retirement, Pension and Investment advice required

How has Robbie MacKillop helped you?

Straight, easy to understand, clear with costs and advice

Have you seen the outcome you were hoping for?

We have been fully satisfied with the advice provided.

What could they have done better?

Nothing we can think of