Robert's reviews
Reviewed for
Insurance and Protection ( 29 )
Mortgages ( 12 )
Pensions ( 94 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 47 )
Investments and Savings ( 71 )
Pension Transfers - Non Specialist ( 24 )
Inheritance Planning ( 39 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 26 )
Financial Planning ( 47 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 27 )
£200k - £500k ( 14 )
£100k - £200k ( 10 )
( 1 )
£50k - 100k ( 1 )
Up to £50k ( 3 )
Review
by a verified client in Nottinghamshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for an advisor and Rob was recommended by a friend
How has Robert Lallo helped you?
Planning for our future goals, making sure we are protected in all areas.
Have you seen the outcome you were hoping for?
Ongoing help and advice still being received.
What could they have done better?
Nothing, Rob has everything covered.
Repeat review
by a verified client in Leicestershire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Robert Lallo helped you since your last review?
Yes, continued advise
Review
by a verified client in Leicestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions and savings
How has Robert Lallo helped you?
Helped to sort out our private pensions, mortgage advice and shares.
Have you seen the outcome you were hoping for?
Yes with shares and awaiting outcome with our pensions
Review
by a verified client in Nottinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Just looking for the best solutions for our business & in the future.
How has Robert Lallo helped you?
Helped with Life Insurance, Key Person Insurance, Pensions & generally understanding & planning for the future.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Leicestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice on where to put savings and look at options for financial planning.
How has Robert Lallo helped you?
Robert has helped me identify a suitable pension plan based on my risk profile.
Have you seen the outcome you were hoping for?
I have only been working with Robert for 3 months so it will take some time before I can answer this. However, the initial service and honest advice from Robert has meant that I feel more confident in my investment decisions and I am sure it will mean I will reach my desired outcome of maximising my investments.
What could they have done better?
The service has been excellent so far.