Robert Skeens

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

Just started a family and wanted to set up life insurance cover

How has Robert Skeens helped you?

He clarified all the different options I had and also helped looked for a provider that suited my circumstances. He was great all round.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

All was good

Please provide a brief comment about your experience with Robert

Robert was very knowledgeable and professional.

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

We initially engaged Rob to provide some advice on income protection and mortgage insurance, but then recently expanded on a full review of our financial and retirement plans to ensure they were fit for purpose.

How has Robert Skeens helped you?

Robert was a very good listener from the very beginning and took a lot of time to ensure he understood our situation and our needs. He's provided excellent and timely advice across all the various engagements we had, and patiently answered all the questions we had along the way. He's very recently carried out a review of our financial and retirement plans and the advice he's provided was extremely thorough and gave us actionable items that will soon bear fruit. He also very politely fielded all the questions we posed at him, actively challenged us on our previous, not optimal plans and helped us to reason critically on the different suggestions he made.

Have you seen the outcome you were hoping for?

Robert's advice on income protection and mortgage insurance both at the sign-up time and during some adjustments along the way has already paid off in terms of monetary and stress savings. While it's early days to make any calls on the plans he's helped us define for our financial future, I'm very confident these will stand the test of time and get us on very good grounds in the later part of our lives.

What could they have done better?

Nothing I can think about.

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

Reactivating a pension fund on returning to f/t employment

How has Robert Skeens helped you?

Reviewed and advised me on options of where to put the investment and continue paying into

Have you seen the outcome you were hoping for?

Despite the global economic downturn my pension fund has performed robustly and Rob has kept me informed while also being very helpful on other issues arising

What could they have done better?

n/a

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

General check

How has Robert Skeens helped you?

Robert researched the market and chose excellent products offering cover for myself and my family

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No