Bob's reviews
Reviewed for
Insurance and Protection ( 11 )
Mortgages ( 15 )
Pensions ( 27 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 12 )
Auto Enrolment ( 1 )
Investments and Savings ( 7 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 3 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 8 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 2 )
£100k - £200k ( 3 )
£50k - 100k ( 4 )
Up to £50k ( 10 )
Review
by a verified client in Kent
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Reinvesting a pension fund
How has Bob Rains helped you?
Reinvest and make my money work for me.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
nothing
Repeat review
by a verified client in Kent
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Bob Rains helped you since your last review?
Bob has helped me recently with a remortgage and found me the best deal available.
Review
by a verified client in Kent
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To look at our finances
How has Bob Rains helped you?
Merged some pensions for better interest and the possibility of retiring earlier.
Have you seen the outcome you were hoping for?
seen a much better increase than where they previously were. Will take a few years before retirement.
What could they have done better?
Nothing, very helpful.
Repeat review
by a verified client in Kent
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Bob Rains helped you since your last review?
Bob was introduced to me by my previous advisor who retired. Obviously I was a little apprehensive but no problem at all. I feel I can ask questions over again and he will kindly explain. I feel confident that my pension monies are being safely handled.
Review
by a verified client in Kent
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted someone who we felt comfortable with and who could converse at a level that we understood and could plan accordingly.
How has Bob Rains helped you?
Bob has given advice not only on our investment, but has discussed the current situation of our elderly parents and given advise that we could follow if we chose to.
Have you seen the outcome you were hoping for?
With the financial situation over the last few years the investments have declined. However, the performance in 2023 has performed much better and we can see a steady increase over the year.
What could they have done better?
There is a lot of press concerning the leadership of St James Place. A quick overview of the situation would be welcome out our next review.