Bobby's reviews
Reviewed for
Insurance and Protection ( 11 )
Mortgages ( 9 )
Pensions ( 54 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 14 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 1 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 2 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 7 )
£100k - £200k ( 12 )
£50k - 100k ( 7 )
Up to £50k ( 14 )
Repeat review
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Bobby Welsh helped you since your last review?
he has kept me up to date with the world economics, and explained in plain Scottish what is going on.
Repeat review
by a verified client in South Yorkshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Bobby Welsh helped you since your last review?
Moved product
Repeat review
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Bobby Welsh helped you since your last review?
Bobby, helped us source a mortgage. He has just done our annual pension review, and we are pleased to say they have done better than he expected. he has explained the economic situation to us in a way that we both no actually understand what is happening.
Review
by a verified client in West Lothian
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension
How has Bobby Welsh helped you?
Setting up pensions and investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, great service
Bobby:
Thanks DonnaReview
by a verified client in Cheshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed pension advice as very little progress with our own initiative ,
How has Bobby Welsh helped you?
Fone a fantastic job. Pensions under control and booming
Have you seen the outcome you were hoping for?
Better than expected
What could they have done better?
Nothing