Robert's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 49 )
Retirement income (annuities, drawdown) ( 34 )
Investments and Savings ( 51 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 15 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 34 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 15 )
£200k - £500k ( 19 )
£100k - £200k ( 9 )
First impression
by a VouchedFor user
7 months ago
Overall
Please provide a brief comment about your experience with Robert
Robert is professional, gives clear advice & is friendly. I highly recommend him.
Review
by a verified client in Suffolk
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
This is part of a regular, ongoing annual review process of our investments
How has Robert Wood helped you?
Written annual review followed by a meeting/discussion to consider issues over the past year and look to future amendments to investment plans in line with changes to our financial position
Have you seen the outcome you were hoping for?
Yes in the majority of cases.
What could they have done better?
A speedier response to matters raised, although without compromising the quality of advice
Review
by a verified client in Essex
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to make the most of my financial resources to fund the future cost of both my and my wife’s long term care on retirement.
How has Robert Wood helped you?
As a retired Principal of Financial Services for Barclays Bank I already had a good idea of what a action I wanted to take but looked for strong qualified advice as to how high tune this advice especially as to maintaining a suitable balanced portfolio in addition to my other cash assets. After taking over from a previous advisor he has remained my first port of call to facilitate this .
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
In view of the global economic head winds hitting stock Markets over the last view years I do not think anything .
Review
by a verified client in Suffolk
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Nearing retirement, needed advice on my pension
How has Robert Wood helped you?
Financial planning for retirement
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing very happy with the advice given and actions taken
Review
by a verified client in Suffolk
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was wanting advice on my pension plans, '
How has Robert Wood helped you?
He has proved me with clarity with how I should plan my retirement and how best build my plan
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
n/a