Robert's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 30 )
Retirement income (annuities, drawdown) ( 20 )
Auto Enrolment ( 3 )
Investments and Savings ( 24 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 17 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 24 )
Financial Mentoring ( 9 )
Financial Coaching ( 4 )
( 2 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 8 )
£100k - £200k ( 5 )
Up to £50k ( 2 )
£50k - 100k ( 2 )
Review
by a verified client in Worcestershire
8 days ago
Overall
Service
Value
Advice
What were the circumstances that caused you to initially look for an adviser?
My adviser of more than 40 years retired and his clients were transferred to perspective
How has Robert Anglin helped you?
He is looking after pension and ISA
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Contact initially was minimal but recent meeting was helpful,
Review
by a verified client in Worcestershire
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To start a private pension and invest some money for my children. Rob took over from my previous adviser.
How has Robert Anglin helped you?
Yearly meeting to check pension on track but also to complete a financial 'health check' and advise on monies I received after my mother died. He dealt with her portfolio up until her death too.
Have you seen the outcome you were hoping for?
Yes..to date! Obviously I am working towardsretirement.
What could they have done better?
I prefer face to face meetings rather than via tech.
Review
by a verified client in Nottinghamshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a good job with surplus income and needed professional advice on investment for the future.
How has Robert Anglin helped you?
Robert has helped throughout in advising the best investment options given my attitude to risk and my projected financial requirements. He has also advised, and helped with a pension transfer. He continues to offer excellent, clear, and accurate advice.
Have you seen the outcome you were hoping for?
Yes, the outcome is spot-on what was I was aiming for, if anything even better than I expected.
What could they have done better?
Nothing, Robert has been a perfect advise in my opinion.
Review
by a verified client in Worcestershire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension and tax management
How has Robert Anglin helped you?
Reviewing portfolio transferred from my previous provider. Recommending changes, looked at cost of management and draw down.
Have you seen the outcome you were hoping for?
Overall yes
What could they have done better?
More timely response at times
Review
by a verified client in West Midlands
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommended by my former long term advisor who was leaving the field
How has Robert Anglin helped you?
Continued the excellent service I received from my former advisor giving me confidence and peace of mind in my future.
Have you seen the outcome you were hoping for?
Yes