Robert Brealey

Please provide a brief comment about your experience with Robert

very helpful without being pushy in any way.

Please provide a brief comment about your experience with Robert

Robert was very pleasant to deal with and explains everything in a clear manner without jargon. Seems to be very genuinely concerned with finding the right solution for you, so would not hesitate to recommend his services.

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

I wanted to get some financial advice to help me plan for my financial future.

How has Robert Brealey helped you?

Robert took the time to understand my requirements and offer various options which he explained.

Have you seen the outcome you were hoping for?

I feel more confident that I know have a plan in place.

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

Needed pension advice

How has Robert Brealey helped you?

Robert guided me through the whole process of different pension options and helped me to maximise my retirement income.

Have you seen the outcome you were hoping for?

Yes, very pleased with the outcome.

What could they have done better?

Not sure

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

We first approached Robert 4 years ago to review our pension options and to assess our overall financial position and readiness to retire.

How has Robert Brealey helped you?

Robert provided considered advice which gave us confidence to retire sooner than expected whilst fully understanding the recommendations and options provided. Our situation meant that we had some uncertainty about future plans and Robert has been able to accommodate this and we regularly review our position with him to ensure that we are achieving our financial aims.

Have you seen the outcome you were hoping for?

Yes and more so than we could have originally expected.

What could they have done better?

Nothing. As advertised, Robert provides jargon free advice that is succinct and understandable. He is extremely personable, very mindful of our wishes and I am very pleased that we have him by our side to depend upon.