Robert's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 38 )
Retirement income (annuities, drawdown) ( 29 )
Investments and Savings ( 42 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 14 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 28 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 17 )
£100k - £200k ( 5 )
First impression
by a VouchedFor user
14 days ago
Overall
Please provide a brief comment about your experience with Robert
Great service Always clear and makes everyone feel comfortable
Review
by a verified client in Essex
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement
How has Robert Wood helped you?
Adjusted my pension plans and advise on how to improve them
Have you seen the outcome you were hoping for?
Yes and more
What could they have done better?
Not sure
Review
by a verified client in Essex
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When I lost my husband 20 years ago, I needed someone to help with my financial affairs. Fiducia was recommended to me by a friend and I can’t recommend them highly enough. Robert Wood is in charge of my portfolio and I wouldn’t hesitate in recommending him to family and friends. Mr Wood’s support, recommendations and advise have been invaluable to me over the years. I feel my finance are totally safe in his hands.
How has Robert Wood helped you?
Mr Wood’s support, recommendations and advise have been invaluable to me over the years. I feel my finance are totally safe in his hands.
Have you seen the outcome you were hoping for?
I have most certainly seen the outcome I was hoping for.
What could they have done better?
I am happy with my portfolio.
Review
by a verified client in London
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I look after my parents financial affairs and they have always used Feducia
How has Robert Wood helped you?
I meet with Robert x 2 per year to discuss our investment portfolio performance
Have you seen the outcome you were hoping for?
yes
What could they have done better?
I am very happy with the service received
Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need to invest surplus cash, set up regular savings and rationalise pension investments
How has Robert Wood helped you?
Advised on suitable products in line with our investment objectives and implemented required actions.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A