Robert's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 46 )
Retirement income (annuities, drawdown) ( 34 )
Investments and Savings ( 49 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 14 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 32 )
Financial Mentoring ( 1 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 15 )
£200k - £500k ( 18 )
£100k - £200k ( 7 )
Review
by a verified client in Suffolk
3 days ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
Wanted professional advice with regards to our savings and investments
How has Robert Wood helped you?
Yes by understanding our needs and our thoughts on investment strategies
Have you seen the outcome you were hoping for?
the past 3 years has been a bit of a rollercoaster, as per the markets
What could they have done better?
not really sure, considering market conditions
Review
by a verified client in Essex
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To ensure best performance of our investments
How has Robert Wood helped you?
Robert is very knowledgeable, patient, understanding and helpful.
Have you seen the outcome you were hoping for?
So far our investments are performing as we'd hoped.
What could they have done better?
N/A
Review
by a verified client in Norfolk
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to retire early and needed advice on whether it was possible. I was hoping to have an annual income which enabled me to live comfortably and would last for the full period of my retirement.
How has Robert Wood helped you?
He has ensured that my annual income is sufficient to meet my requirements and kept me informed about the performance of my investments.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Everything has been as I would have wished. No issues to report.
Review
by a verified client in Essex
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to condsolidate all my existing pensions and get a review of what they are worth at my retirement.
How has Robert Wood helped you?
We consolidated the pensions and have a yearly review to ensure we are on track.
Have you seen the outcome you were hoping for?
So far so good.
Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was reaching retirement age
How has Robert Wood helped you?
Peace of mind
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
na