Rob's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 31 )
Retirement income (annuities, drawdown) ( 24 )
Investments and Savings ( 29 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 12 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 16 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 7 )
£100k - £200k ( 8 )
Up to £50k ( 4 )
£50k - 100k ( 10 )
Review
by a verified client in Yorkshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed help in managing investment portfolio
How has Rob Shackleton helped you?
Clear good advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in West Yorkshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Carried on from Managing parents estate
How has Rob Shackleton helped you?
Rob has given sound advice and support over the years and has always been very professional With a great sense of humour . You feel heard and supported in your financial decisions
Have you seen the outcome you were hoping for?
Yes I am making money on my investments
What could they have done better?
Made more money sooner but that was more about my situation and monies at the time
Review
by a verified client in Oxfordshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When I retired from full time executive employment in 2018
How has Rob Shackleton helped you?
We have discussed my risk profile, he came up with ideas that I had not thought of, which I followed up. We have discussed inheritance tax planning which has been helpful.
Have you seen the outcome you were hoping for?
Yes, so far so good
What could they have done better?
Nothing
Review
by a verified client in Tyne and Wear
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had some money to invest.
How has Rob Shackleton helped you?
Rob is friendly and approachable. The advice he gave was clear and easy to understand. What I enjoyed most about working with Rob is his personal approach. He takes an interest in you and your plans and interests, I feel this means that the advice given is tailored to your individual requirements.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I can't think of anything.
Review
by a verified client in West Sussex
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My money was ending in the account I had it in
How has Rob Shackleton helped you?
He has put my money in the best interest account and making money now
Have you seen the outcome you were hoping for?
It has grown now Rob has moved it for me