Rob Shackleton

Please provide a brief comment about your experience with Rob

I had a productive meeting with Rob who discussed my situation and how to proceed. He was very helpful and reassuring as to helping me to find a solution.

What were the circumstances that caused you to initially look for an adviser?

Retirement lump sum

How has Rob Shackleton helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing to add

What were the circumstances that caused you to initially look for an adviser?

To advise on my pension pots.

How has Rob Shackleton helped you?

By advising on my pension.

Have you seen the outcome you were hoping for?

It's the best I can hope for.

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

Drawing down private pension

How has Rob Shackleton helped you?

Rob is amazing and very easy to talk to. He makes everything easy to understand and makes sure we have spoken about all aspects of my finances

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Mortgage advice.

How has Rob Shackleton helped you?

Paying off mortgage.

Have you seen the outcome you were hoping for?

Yes