Reviewed for

Insurance and Protection ( 4 )

Mortgages ( 1 )

Pensions ( 34 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 26 )

Investments and Savings ( 49 )

Pension Transfers - Non Specialist ( 6 )

Inheritance Planning ( 34 )

Long Term Care ( 12 )

Pension Transfers - Specialist ( 7 )

Financial Planning ( 15 )

Financial Mentoring ( 7 )

Financial Coaching ( 3 )

( 1 )

Reviewers' assets

£500k+ ( 19 )

£200k - £500k ( 2 )

£100k - £200k ( 1 )

£50k - 100k ( 1 )

( 10 )

Client reviews

First impression from a user who is not yet a client

February, 2024

Overall

Please provide a brief comment about your experience with Robert

Robert was very helpful and had a nice manner . Would use again .

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in North Yorkshire

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

Efficient forward financial planning and tax advise was needed.

Have you seen the outcome you were hoping for?

yes

How has Robert Morse helped you?

Tailored our investment portfolio to suit our family needs

What could they have done better?

Everybody wants more but in the current climate things have gone fine for us using Rob and TPO.

Robert's reply

Karl, thank you so much for taking the time to provide such a positive review. You know that the team and I will continue to do all we can to help you achieve your financial goals. Luckily with clients like you it is a pleasure to strive. All the best Rob and the Team

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Cheshire

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

I have known Robert for some years and he is head and shoulders above any comparable .

Have you seen the outcome you were hoping for?

Most definitely. I am now retired and my wife and I require first-class advice on financial security for the future (particularly my wife if I should die first ) and Robert does so in a measured, knowledgeable, and personable manner. I feel quite happy that my wife understands the financial future with or without me.

How has Robert Morse helped you?

See above. He presents extremely well .

What could they have done better?

Frankly, i cannot think of anything .

Robert's reply

Dear Alan Thank you so much for your kind words, and for taking the trouble to post a review. Your support is very much appreciated, and it goes without saying that without clients like you our business would not be what it is. I and the team will endeavour to continue to look after your best interests to the very best of our ability. Kind regards Rob

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Cheshire

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

Wealth Management

Have you seen the outcome you were hoping for?

Yes

How has Robert Morse helped you?

Rob is a trusted, intelligent capable advisor

Robert's reply

Dear Mike, Thank you so much for taking the time to post a review. It goes without saying that I and the team will continue to support you and help you achieve all your financial goals to the very best of our ability. Kind regards Rob

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Oxfordshire

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

Sale of a business in 2001 meant I had investable assets in my thirties. I wanted a long term advisor who who be able to support me and my family from 36 to 60. I looked for a reputable firm with quality advisors who could empathise with my position, with a depth of resource and expertise in vestment and planning and some power in the market. TPO offers that , and delivers on promises.

Have you seen the outcome you were hoping for?

Overall a good result , from a slightly tricky start 20 years ago. . In the 10 last years I can only praise the tools , the professionalism and the empathy and genuine interest.

How has Robert Morse helped you?

By taking a steady professional view . With my wife and I being different characters, Rob has carefully managed the joint plan with constructive solutions.

What could they have done better?

In 2002 -2010, the transparency and speed of the investment systems and tools was irritating.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in North Yorkshire

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

I have know Robert for around 40 years!

Have you seen the outcome you were hoping for?

Absolutely

How has Robert Morse helped you?

Definitely

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Somerset

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

For help ensuring a long term retirement strategy. This was 35 years ago and worked perfectly.

Have you seen the outcome you were hoping for?

Yes, entirely.

How has Robert Morse helped you?

With every aspect of our portfolio and planning.

What could they have done better?

We have had no complaints over a substantial (35) number of years.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in North Yorkshire

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

Long term retirement planning and family estate planning

Have you seen the outcome you were hoping for?

Yes

How has Robert Morse helped you?

Simple, clear advice from a complex situation

What could they have done better?

Nothing

Robert's reply

Dear Andy and Sue, Thank you so much for taking the trouble to post a review for us. It has been a delight to work with you both, as well as your professional advisers and we look forward to supporting you both for many years to come. Kind regards Rob, Abby and the team

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in London

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

I needed advice to ensure that my standard of living would not fall following retirement

Have you seen the outcome you were hoping for?

Yes

How has Robert Morse helped you?

Helping me understand how to have the best long term income from my investments

What could they have done better?

Given the most satisfactory outcome it is hard to imagine

Robert's reply

Thank you so much for taking the time to post us a review. April and I really appreciate your strong endorsement and I hope you know that we will do everything we can to live up to your kind words. Robert

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

Annual review of my pension setup

Have you seen the outcome you were hoping for?

Yes

How has Robert Morse helped you?

Giving advice and suggesting products

What could they have done better?

Nothing, I am quite happy with how things are going.

Robert's reply

Dear Nick Thank you for taking the trouble to review our service and delighted that we are hitting the spot. We are always happy to talk with friends or family who may need advice, and very happy to have a no obligation chat to see if we can add value. Kindest Robert

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Stirlingshire

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

I had to find the correct advice to help me with my financial future

Have you seen the outcome you were hoping for?

Yes

How has Robert Morse helped you?

In every way I required

What could they have done better?

Can’t think of one

Robert's reply

Dear Alex, Thank you very much for your kind words. It has always been a pleasure to work for you - you are one of those people who make the job easier to deliver. Stay well. Kind regards Robert

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Lancashire

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

Through family. Assistance with savings

Have you seen the outcome you were hoping for?

Yes

How has Robert Morse helped you?

Helped with advice with investments and long term financial planning

Robert's reply

Dear Julia, Thank for your taking the trouble to complete this review, Ellie and I are delighted to hear that we are delivering the outcomes that you were hoping for. We aim to do the same for many years to come. All the best Robert and Ellie

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in West Yorkshire

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

We have used TPO for many years now

Have you seen the outcome you were hoping for?

Would always like to see a better return on my pension funds

How has Robert Morse helped you?

He is very knowledgeable and explanis this in simple terms

What could they have done better?

N/A

Robert's reply

Dear Mike and Elaine, Thank you so much for taking the time to review our services. I am delighted to see that we are delivering the service and outcomes you are looking for and that you would refer us to others. Like you we would like to see better/higher net returns for you but not all of that is in our control! We very much look forward to working for you and the family for many years to come. Regards Robert and Ellie

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in London

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

I needed someone who I felt comfortable with and Robert came over to me very well especially helping in hat moves I should make.

Have you seen the outcome you were hoping for?

I am happy with the results.

How has Robert Morse helped you?

Robert always spends time making sure I understand the investments, he always presents himself as a first class advisor

What could they have done better?

Made me more larger returns on my investments.

Robert's reply

Dear Barry and Gill Thank you so much for taking the time to review our services for you. We are delighted to see that we are meeting your expecations and will seek to continue doing so for many years to come. We are also appreciative of your recomendation to others, family and friends; we will ensure that we look after them as we have looked after your interests. All the very best. Regards Robert and Abby

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Somerset

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

I previously had a terrible financial advisor who cost my wife and I a lot of money and heartache; I wanted someone I could trust implicitly.

Have you seen the outcome you were hoping for?

Yes

How has Robert Morse helped you?

Rob or his team have always been available when required and provided the right level of advice. He lead me through a difficult period with our previous advisor and we have a good relationship.

What could they have done better?

Nothing

Robert's reply

Thank you for your very kind words. You know we will keep working to earn your praise! The team and I would be very happy to help friends or business aquaintences that you feel we might be able to assist. Please don't hesitate to pass on my details. All the very best Robert

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

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

The financial advice I had received from a national plc was expensive and negligent and they denied any responsibility for the actions of their agent. They market themselves as standing by their agent`s advice. I naturally therefore had to find myself a new Financial adviser and Robert Morse was recommended to me.

Have you seen the outcome you were hoping for?

Absolutely, I couldn`t be happier.Ii wish id joined TPO ten years ago

How has Robert Morse helped you?

He is honest and wise, a winning combination. He shares my values, and values eat strategy for breakfast.

What could they have done better?

Not a lot. Russia`s invasion of the Ukraine has knackered the job but I there isn`t a lot we can do about that. We spent £340 billion on Covid with very little to show for it. Climate change has been pushed down the agenda when we could least afford, but we can still plant a tree or two and look after those less fortunate than ourselves.

Robert's reply

Dear Nigel I have hesitated over my reply, because I could not find adequate words to thank you for yours. To recieve such an endorsement is greatly appreciate, and I and the team here at TPO will continue to do all we can to live up to it. Please do feel free to pass on our details to anyone else that you feel we might be able to add value too. Kindest regards Robert

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

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

A need for financial advice regarding savings and investment

Have you seen the outcome you were hoping for?

Yes

How has Robert Morse helped you?

Ongoing and ready availability for any financial advice over many years.’

What could they have done better?

‘they’? Robert and his colleagues have always been extremely helpful.

Robert's reply

Dear Alan Thank you so much for taking the time to provide feedback. It has been a delight to be able to help you and your family over the years! We really appreciate the support of our clients. Regards Robert

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Somerset

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

We wanted to plan long term and also invest in a tax efficient way.

How has Robert Morse helped you?

Rob has been our PFA for over 30 years now. He helped us invest very successfully and plan for early retirement which was achieved at age 50, 8 years ago. He still helps to manage our portfolio and draw down cash in the most cost effective way.

Have you seen the outcome you were hoping for?

Yes. Achieved a comfortable early retirement 8 years ago at age 50. This was always the aim.

What could they have done better?

We have no complaints at any of the service provided or advice offered.

Robert's reply

Dear Peter, Thank you for your kind words; you and Jan have always been a pleasure to work for making our job easier with thoughtful and probing questions that help ensure the plan is as robust as it can be. All the very best Robert

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Wiltshire

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

Sale of our family business

How has Robert Morse helped you?

Robert provides really professional insight and advice around how to manage your investments online with your life plans. Although not. Tax advisor, he has great experience in this area as well to protect your investments, and ensure you keep as much of your gains as possible.

Have you seen the outcome you were hoping for?

We have a clear plan for retirement and inheritance planning for the children.

What could they have done better?

Not much!

Robert's reply

Dear Craig We really appreciate your comments and will endeavor to continue supporting you and your family wherever we can, while also improving our service. Kindest regards Robert

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Kent

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

I needed to tidy up my financial portfolio and think about inheritance planning

How has Robert Morse helped you?

Very sound advice re putting wills in place as well providing a clear asset allocation and fund selection process.

Have you seen the outcome you were hoping for?

Yes. I’m happy with the advice and monitoring that Rob and his team provide.

Robert's reply

Dear Evelyn Thank you so much for your review. We will continue trying to meet your advice needs and levels of service you have enjoyed. It has been a pleasure looking after your planning and investment needs. We appreciate the opportunity. Kindest Robert

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Yorkshire

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

I needed specific pension advice and knew that Robert and the TPO team would deal with matters proactively and professionally.

How has Robert Morse helped you?

Robert was clear and understanding, he fully appreciated my circumstances, didn't oversell, focussed on the issue and ensured that my requirements were addressed in a considered manner.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - excellent service.

Robert's reply

Dear Vanessa Thank you so much for your kind words - we will endeavor to continue delivering the advice and service you have been so positive about. Our firm is only as good as it’s clients - luckily for us!!! Many thanks. Robert

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in London

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

Needed advice on pension provision and saving to provide retirement income as a small business owner.

Have you seen the outcome you were hoping for?

Better than I could have imagined

How has Robert Morse helped you?

Good advice in all areasof our finances.

What could they have done better?

Can't think.

Robert's reply

Thanks for this review - every comment is very much appreciated. The team are delighted that you are happy and that we are on target for you. This is down to lots of hard work and your own positive engagement with us. We do not take anything for granted and look forward to many more years looking after your advice and investment planning. Regards. Robert

First impression from a user who is not yet a client

April, 2021

Overall

Please provide a brief comment about your experience with Robert

I really enjoyed my chat with Robert, he was very friendly and knowledgable. I really appreciated Robert taking the time to talk me through each of my options and for following up with me after our call, to provide me with further information to help me make some changes to my financial arrangements going forward.

Robert's reply

Dear Elisabeth Thank you for taking the time to provide feedback for us, it is very much appreciated. All the best to you and I know you will achieve your financial goal as planned.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Cheshire

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

Sale of my company shares on retirement

How has Robert Morse helped you?

Creating a portfolio with regular return and long term plan

Have you seen the outcome you were hoping for?

For the most part,

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Manchester

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

Long term use of funds for capital growth.

How has Robert Morse helped you?

Has advised us on a variety of matters for a lot of years

Have you seen the outcome you were hoping for?

No - we were not seeking income but steady capital growth which after fees has not yet emerged. However we are investing for the long term and hopefully things will improve .

What could they have done better?

Probably more one to one dialogue.

Review from verified client

December, 2019

Overall

Service

Advice

Value

Based in West Yorkshire

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

Retirement.

How has Robert Morse helped you?

Robert was very helpful in understanding my situation and needs.

Have you seen the outcome you were hoping for?

No. Year 1 produced a negative return. I have yet to see what year 2 will bring, hence my low ratings. (I would have preferred to leave these blank but that was not an option).

What could they have done better?

It’s all about ROI.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Somerset

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

Poor service from a previous FSA. Investing money from sale of businesses. Buying a property for my daughter via a Trust Fund

How has Robert Morse helped you?

Robert has guided me with excellent professional advice in all areas as noted above

Have you seen the outcome you were hoping for?

Yes, my investments and financial affairs are in good order and growing sufficiently to meet my objectives

What could they have done better?

Robert has met my expectations with sound professional advice

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Hertfordshire

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

I needed to consolidate my investments and receive financial advice.

How has Robert Morse helped you?

Advised on choice of investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Difficult to find fault here.

Review from verified client

December, 2019

Overall

Service

Advice

Value

Based in Hertfordshire

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

The company had significant funds to invest.

How has Robert Morse helped you?

He prepared a portfolio to meet our needs

Have you seen the outcome you were hoping for?

Yes

Robert's reply

Very much appreciated Peter. Huge help.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

I have been self managing my investments for several years but as planning for a comfortable retirement is becoming a priority I felt I needed some expert help.

How has Robert Morse helped you?

Robert took the time to get to know me and my aspirations for retirement and made me feel part of the whole process. He took the time to explain why some changes might be needed to my current savings arrangements in a simple and non judgemental way if I wanted to achieve my goals.

Have you seen the outcome you were hoping for?

Yes, I am very happy with the performance of my investments and the service I received from Robert and his team.

What could they have done better?

I was and continue to be very satisfied with the service I receive.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Tyne and Wear

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

I have been a client for many years, needing advice on investments for the long term.

How has Robert Morse helped you?

Robert has provided advice on how to deal with investments, including pensions, which despite ups and downs has delivered a respectable return. Now in retirement, my priorities have changed to include IHT planning. Over many years I have built up a good level of confidence in this service and the people I have dealt with, and believe that things are handled generally in a professional way.

Have you seen the outcome you were hoping for?

Generally yes.

What could they have done better?

I guess like most people, whilst I always get well reasoned advice, some aspects of investment advice seem to revolve around quite complicated “rules”, and generally getting money/income out is far more difficult than putting it in! Simplifying advice and reducing paperwork for me would be a good thing. If you have confidence in the advisor, you don’t need a complex justification showing all the ins and outs. I do of course understand that there are legal requirements, but for me it can be too much.

Robert's reply

Thanks for the feedback Frank. It is appreciated and carefully considered.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Yorkshire

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

Had a bit of money to invest for the future.

How has Robert Morse helped you?

Robert helped and advised us in what were the best things to do and which way to do them efficiently.

Have you seen the outcome you were hoping for?

Yes, things have deffinitley turned out well with more things being under one roof making it easier to manage.

What could they have done better?

Not a lot in all fairness, Robert suggested and spotted certain things that have been key to the success of ort portfolio that nobody else in his profesion did, speaks volumes.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Somerset

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

We have been clients of Rob Morse for 30 years. We were looking for an advisor who could work closely with us to manage our finances on a long term basis. Rob was initially recommended by a friend. We met with him and felt he fully understood our situation and requirements.

How has Robert Morse helped you?

He has managed all of our long term investments targeted at enabling early retirement. This has now been comfortably achieved. Rob also recommended an excellent accountant who, between them, have provided a fully joined up service.

Have you seen the outcome you were hoping for?

Yes. The long term, early retirement plan, has been comfortably achieved. However, Rob is still helping us manage our finances very successfully.

What could they have done better?

The service has been very good, perfectly tailored to our individual requirements.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Somerset

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

I have known Robert for over 30 years and following the sale of my business in 2000 used Robert to advise on the personal planning and investment opportunities that arose.

How has Robert Morse helped you?

Robert created a plan and investment approach that has been adapted over the years that followed. It has seen the overall buying power of my personal assets improve, despite all the ‘interesting times’ that we have gone through during the 19 years since then. Robert and his team have also worked closely with my tax and legal advisers to ensure that everything we have done is joined up, works for me and for my family.

Have you seen the outcome you were hoping for?

Most definitely. The returns have been solid; without exceeding the risks I felt able to take. Robert has ensured that we didn’t fall into any traps, and I can relax knowing that he has our very best interests at heart. The service from Robert and his team has been first class, and things that I might have forgotten about or let slide are dealt with smoothly and effectively.

What could they have done better?

Honestly not much. We have regular meetings and contact throughout the year. If I have any concerns Robert is always available and ensures that he or someone at TPO addresses the matter promptly and efficiently. I would thoroughly recommend Robert to any friends or family; the combination of professionalism with a relaxed and friendly style is simply first class.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Derbyshire

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

Robert has looked after the family financial affairs for over 35 years.

How has Robert Morse helped you?

With long term financial planning

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing. Went beyond the call of duty at times.

Robert's reply

Thank you Simon for these kind words. We will endeavour to keep up the good work!

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in London

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

I needed good professional advice by a specialist and Robert was recommended to me.

How has Robert Morse helped you?

Robert has a very hands on way of working and is careful to explain in great deal what he thinks is a good investment and why I should look at the options he suggests.

Have you seen the outcome you were hoping for?

I am very happy with the investments and pension advice Robert Morse has arranged for me.

What could they have done better?

I do not think there is much more that Robert Morse can do to enhance what he has done on my behalf.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Cheshire

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

I had met Robert acting for clients and was impressed by his approach. I invited him to meet my wife and I and the rest is history ....

How has Robert Morse helped you?

He reviewed my pension and personal savings

Have you seen the outcome you were hoping for?

Most certainly. The ongoing performance was first class and more importantly, he had an excellent rapport with my wife and was able to reassure her on future financial security.

What could they have done better?

I do not feel so. I saw him regularly in a professional capacity ( ie; dealing with mutual clients ) and so the opportunities for quick questions were therte if I needed them .

Robert's reply

That is so kind Alan, thank you for your support. It is very much appreciated.

Review from verified client

December, 2019

Overall

Service

Value

Advice

Based in West Yorkshire

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

Retirement

How has Robert Morse helped you?

Investment advice

Have you seen the outcome you were hoping for?

Not yet

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in London

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

I have always used professional advice to manage my money and plan my future

How has Robert Morse helped you?

Our money is securely invested and income has held up over many years, I am surprised to realize that I am as well off as I am thanks to the advice and help I have received.

Have you seen the outcome you were hoping for?

Better than I expected

What could they have done better?

The advice has always been sound.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in West Yorkshire

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

Pension advice

How has Robert Morse helped you?

Moved all my pensions under one wrapper

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Hertfordshire

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

Needed help and advice on various investments , pensions and insurance.

How has Robert Morse helped you?

By giving advice on the above, followed by regular meetings.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing obvious comes to mind.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Somerset

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

Sold a busuness

How has Robert Morse helped you?

Provided excellent independent financial advice for the past 18 years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing specific. I have been very happy with the service and advice provided

Review from verified client

November, 2018

Overall

Service

Advice

Value

Based in Bristol

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

My husband and I had money that needed to be invested and provide income

How has Robert Morse helped you?

Robert has given me sound advice over a number of years on investments and financial planning in general

Have you seen the outcome you were hoping for?

On the whole yes I have.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in London

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

Running a small business, needed advice on financial planning

How has Robert Morse helped you?

General advice and investment planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

we have always discussed all our alternative ideas and have been thoroughly satisfied with the outcome.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in London

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

Running a small business meant careful financial management

How has Robert Morse helped you?

Persuading us to invest for our personal future as well as that of the business

Have you seen the outcome you were hoping for?

After over 20 years in retirement I am still amazed that we have adequate funds to finance our comfortable life style.

What could they have done better?

Persuaded me to take fewer risks!

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Stirlingshire

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

How to look after creating a private pension and looking after it

How has Robert Morse helped you?

With up to date advice and guiding me through risk assessment over many years to achieve a balanced level of sustainable income

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Don't think that I could add to this as he was always available and the ball was really in my court to seek advise as and when required

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Derbyshire

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

Robert has advised the family for other 35 years and is now passing to the second generation. In that time he has changed companies but we will always seek his advice wherever he is.

How has Robert Morse helped you?

Mainly in investments, savings and inheritance planning. Has assisted in other family matters from time to time.

Have you seen the outcome you were hoping for?

Yes. Takes a mid to long term perspective.

What could they have done better?

No nonsense approach has meant we have retained his services for so long.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Durham

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

I had sold my interest in the business I was involved in and needed professional advice.

How has Robert Morse helped you?

Presented various options and outlined the for/against for each.Generally

Have you seen the outcome you were hoping for?

Generally yes

What could they have done better?

Nothing that I am aware of.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

Pension funding and share market portfolio help

How has Robert Morse helped you?

Talked me through my options and suggested the way forward

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I think I have have an excellent professional on my side.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Somerset

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

I'd a terrible service from my previous financial advisor which had cost my wife and I a lot of money

How has Robert Morse helped you?

Robert advised on how best to seek redress and compensation. TPO took over the management of our financial investments and savings seamlessly and professionally

Have you seen the outcome you were hoping for?

Yes, I feel more certain my investments are under good control and are moving forward positively.

What could they have done better?

I've been totally satisfied with the service given by TPO and would recommend their professionalism and integrity to any potential investor

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Durham

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

I have worked with various financial advisers over the years with disappointing results.

How has Robert Morse helped you?

Robert and his team are extremely personable and show a real interest in my financial affairs.They are dedicated to ensuring that I am well informed at all times in respect of any necessary tweaks or changes.

Have you seen the outcome you were hoping for?

All good so far !

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Somerset

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

Needed advise for investment and pension planning.

How has Robert Morse helped you?

I every aspect of financial planning, products and investment.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in West Yorkshire

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

Clearly we understand the need for someone to look after our pension interests who have a better understand of the market and available funds.

How has Robert Morse helped you?

Rob has looked after our company pension scheme for many years now. Dependant on our overall feeling for the economy and the level of risk we want to take, we request that a conservative/ balanced or aggressive approach is taken with our portfolio. Rob discusses our thoughts and give us his view on what we should be doing - generally we will take his advice.

Have you seen the outcome you were hoping for?

As with everything in life - we all think we should be getting a better return on our investments and pensions. We have to appreciate that this is not always going to be case - but it is frustrating when the market performs better than the fund managers.

What could they have done better?

Its always is difficult to get things right all of the time . It certainly seems that recently TPO have done better than the market and hope that this trend will continue. I believe that the prudent approach regarding Brexit has also been good advice and hope that they continue to be as proactive as they are.