Carl Roberts

Please provide a brief comment about your experience with Carl

Very informative !

What were the circumstances that caused you to initially look for an adviser?

I wanted to merge my pensions.

How has Carl Roberts helped you?

Helped me merge my pensions.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

We felt that our previous financial adviser wasn't taking an active interest in our financial planning and decided to make a change. We engaged Carl after some online research as he was local to us and offered the services we were looking for.

How has Carl Roberts helped you?

Carl has taken a holistic view of our finances and produced some excellent data on pensions, investments and retirement planning. He has also switched my two previous pension plans into one larger pension with a new provider.

Have you seen the outcome you were hoping for?

We've only recently made changes to our pensions so it's too early to say whether we'll achieve the expected outcome.

What could they have done better?

Nothing comes to mind.

Please provide a brief comment about your experience with Carl

Prompt callback from Carl and a good, friendly initial conversation to establish our needs and arrange a first meeting. In preparation for that meeting Carl provided links to some data gathering tools to build a detailed picture of our financial situation - just working through these was very helpful in itself. In the end we didn't meet with Carl because we met with another FA (from this site) with whom are very comfortable to continue working.

Please provide a brief comment about your experience with Carl

I contacted Carl as part of my search for an Independent Financial Adviser who was the nearest to me in Milton Keynes hence I made contact with Carl, Managing Director of RTS Financial Planning. I was looking for an IFA who offered the Advice for clients with a Defined Benefit Pension. We fairly quickly established that he did not offer the specific type of service and he explained why, in layman’s terms, this was the case. I expected that would be the end of our conversation but Carl demonstrated the the kindness and understanding that impressed me. Carl then advised me of the very specific process that I would be faced with going through the Defined Benefit Pension scheme and what it would entail and costs. He then gave me the details of a company that specialises in my type of pension. The call could have been over in five minutes but Carl was kind enough to devote at least fifteen to twenty minutes helping me out. Carl impressed me with his professionalism, understanding and willingness to help others. I will be happy to recommend both Carl and RTS.