Robert's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 8 )
Retirement income (annuities, drawdown) ( 4 )
Investments and Savings ( 21 )
Inheritance Planning ( 3 )
Financial Planning ( 2 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 6 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
£50k - 100k ( 4 )
Review
by a verified client in Staffordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have had a financial advisor for over 20 years, helping me with investments, pensions and retirement planning.
How has Robert Stone helped you?
Robert has recently helped particularly with retirement income planning and inheritance tax planning.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When we sold the family business my brother and myself were recommended to Derek baptist who was our contact in Perspective.
How has Robert Stone helped you?
We had our first meeting with Robert in march this year.He gave me a very thorough update of my finances with all the options open to me.He was very detailed and his advice was well received by me.
Have you seen the outcome you were hoping for?
A bit to early to tell at the moment with the world turmoil as it is.
Review
by a verified client in Staffordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
In order to assist with my private pension arrangements.
How has Robert Stone helped you?
Robert has helped with a detailed annual review of my pension's performance and advice regarding draw down and general financial advice.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Staffordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Just like anything financial planning is a profession and therefore to secure the most stable future its prudent to work with a reputable planner
How has Robert Stone helped you?
He has been a tremendous help as life circumstances have changed though retirement, spousal illness, estate planning and ensuring that we have sufficient income to live comfortably. More recently the death of my husband threw up all sorts of questions which Robert helped me successfully navigate.
Have you seen the outcome you were hoping for?
Everything looks great as of today - yes
What could they have done better?
I'm very satisfied
Review
by a verified client in Staffordshire
11 years ago
Overall
Advice
Service
Value
How has Robert Stone helped you?
Good feedback and recommendations
What could they have done better?
Good constructive advice