Roger's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 31 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 40 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 5 )
Pension Transfers - Specialist ( 5 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 10 )
£100k - £200k ( 7 )
Up to £50k ( 8 )
£50k - 100k ( 2 )
Review
by a verified client in North Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Dealing with an unexpected inheritance of a large sum of money was bewildering. I little experience of saving and planning for the future and felt adrift just thinking about it.
How has Roger Kuhlmann helped you?
Roger has been masterful at taking my situation in hand and delivering a plan that is not only delivering a good return but is one I can understand and follow. He also listened to my concerns about where this money was being invested and was able to match this with sound investmetns that I have confidence in.
Have you seen the outcome you were hoping for?
Yes, absolutely. I have a reasonable outlook for the future in a volitile financial environment. The returns so far have been good and thanks to his mentoring I can understand how we got to where we are and where we are going.
What could they have done better?
He could have moved into town sooner!
First impression
by a VouchedFor user
8 months ago
Overall
Please provide a brief comment about your experience with Roger
Roger is a knowledgeable professional who took time to understand my individual circumstances
First impression
by a VouchedFor user
10 months ago
Overall
Please provide a brief comment about your experience with Roger
Very pleased that I responded to the vouchedfor offer, and that Roger was recommended. I initially needed to confirm information I already had, and to determine if there were any other alternatives. Roger quickly took on board my requirements, and answered all my questions. There was no pressure or hard-sell - just friendly, matter-of-fact presentation of different options. After the consultation, reflecting upon my notes, everything still made sense ! I felt that there was a good chance of considering a further consultation.
First impression
by a VouchedFor user
4 years ago
Overall
Please provide a brief comment about your experience with Roger
Really quick to contact, good initial conversation, no hard sell, useful information and prompt follow up.
Review
by a verified client in Lancashire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My bank no longer offered investment advice but suggested I looked for an Indpendent financial
How has Roger Kuhlmann helped you?
He gave me advice on my existing private pension and investing some inheritance
Have you seen the outcome you were hoping for?
I am happy with way my investments have performed
What could they have done better?
No complaints at all, Roger Khulmann has always given clear, reliable advice