Robyn's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 69 )
Retirement income (annuities, drawdown) ( 58 )
Investments and Savings ( 18 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 23 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 32 )
Financial Mentoring ( 7 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 18 )
£100k - £200k ( 5 )
£50k - 100k ( 2 )
Review
by a verified client in Cornwall
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lack of time to actively manage investments in my SIPP.
How has Robyn Caffell helped you?
Intelligent Pensions have taken away the worry about investing the investment portfolio and I have seen a significant increase in the value. Robyn is also a useful sounding board to discuss the constantly changing environment around Pensions generally and Inheritance Tax. The annual review is also useful in checking that my pension savings are still on course to achieve the desired outcome.
Have you seen the outcome you were hoping for?
Easily
What could they have done better?
Nothing comes to mind
Robyn:
Thank you, Graham, for sharing your feedback. I’m pleased to hear that handing over the management of your SIPP has eased the pressure and that you’ve seen strong progress towards your goals. It’s good to know our annual reviews, along with our conversations about pensions and inheritance tax, continue to give you clarity and confidence. I appreciate your trust over the years and your kind comments about the support you receive. If anything arises between reviews, please feel free to get in touch.Review
by a verified client in Cornwall
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Robyn was working with me previous IFA
How has Robyn Caffell helped you?
Thanks ,in no small part, to Robyn we have met all our aims for retirement income. We are mortgage free and still able to save for our and our family's future.
Have you seen the outcome you were hoping for?
Over and above
What could they have done better?
Nothing
Robyn:
Thank you, Chris, for taking the time to share such a detailed and thoughtful review. I am very grateful for your kind words and for the trust you have continued to place in me over so many years. I am also really pleased to hear that you feel confident about your retirement income and that together we have been able to help you reach key milestones such as becoming mortgage-free while still saving for your future and your family’s. Hearing that the outcome has been over and above what you hoped for is especially rewarding. Thank you as well for recommending me to others; your advocacy genuinely helps people feel more confident in seeking advice. It is a pleasure working with you, and I look forward to supporting you in the years ahead.Review
by a verified client in Cornwall
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking into taking out a private pension.
How has Robyn Caffell helped you?
Robyn has helped with advice concerning our pension and financial planning for the future. in particular regarding inheritance tax. We always find her advice helpful and reassuring.
Have you seen the outcome you were hoping for?
Yes very much so, we are pleased with the performance of our pensions.
What could they have done better?
Cannot think of anything and if there had been we would have raised it with Robyn and not in a review.
Robyn:
Thank you very much, Carole, for taking the time to leave such a thoughtful review. I’m delighted to hear that you have found our advice on pensions, financial planning, and inheritance tax both helpful and reassuring. I am pleased to hear that you and Phil feel confident about the performance of your pensions and the steps you’re taking towards your long-term financial goals. I am delighted that you would recommend my services to friends and family, and I’m grateful for the referrals you’ve already made. Helping clients like you plan for the future with clarity and reassurance is exactly why I do what I do, and I look forward to continuing to support you in the years ahead.Review
by a verified client in Cornwall
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Required expert advice re' my pension
How has Robyn Caffell helped you?
An annual review ... Friendly, yet professional advice.
Have you seen the outcome you were hoping for?
Definitely! The advice given has always been both positive, and accurate.
What could they have done better?
Nothing
Robyn:
Thank you, Chris, for taking the time to leave such a positive review. I’m glad to hear that the annual reviews and advice around your pension and retirement income continue to give you confidence in your progress. I look forward to continuing to work with you in the years ahead!Review
by a verified client in Devon
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Robyn Caffell helped you?
Kept my fully informed and provided guidance in retirement. Provided reassurance during periods of uncertainty.
Have you seen the outcome you were hoping for?
Generally Yes.
What could they have done better?
!!!! without the possibility of improvement complacency could develop.
Robyn:
Martin, thank you very much for taking the time to leave a review and for your kind comments. I really appreciate your continued trust over the years and am pleased to know you feel reassured and supported in retirement. Your feedback about avoiding complacency is well taken and serves as a valuable reminder to keep striving for improvement in everything we do. I look forward to continuing to support you in the years ahead.