Rob's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 5 )
Pensions ( 68 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 57 )
Investments and Savings ( 82 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 31 )
Long Term Care ( 12 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 43 )
Financial Mentoring ( 11 )
Financial Coaching ( 5 )
( 2 )
Reviewers' assets
£500k+ ( 20 )
£200k - £500k ( 19 )
£100k - £200k ( 9 )
£50k - 100k ( 4 )
Review
by a verified client in London
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need for long term financial planning and a pension.
How has Rob Young helped you?
Great help for me and the entire family. Always available with friendly and informed advice. He has been a rock for us.
Have you seen the outcome you were hoping for?
Most certainly. In all respects.
What could they have done better?
On occasion, his advice could be presented in more easily understood language.
Review
by a verified client in Dunbartonshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previous adviser retired
How has Rob Young helped you?
He has understood our circumstances and given sound advice - he’s always listened to me and been prepared to explain things, at length, which I don’t fully grasp.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Hampshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had recently received an inheritance from my late mother
How has Rob Young helped you?
He has provided advice on investing money. He explains things very well and takes account of me being risk averse.
Have you seen the outcome you were hoping for?
Yes - I am content with the results of his advice
What could they have done better?
Nothing of much significance, but I did once mention a tax issue which he could not address
Review
by a verified client in Hampshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment of funds upon retirement of previous advisor
How has Rob Young helped you?
He has provided guidance and advice on investment of funds, taking into consideration levels of risk suitable to my needs for medium and longer term financial requirements.
Have you seen the outcome you were hoping for?
Yes, the funds have achieved levels of return in keeping with my expectations.
What could they have done better?
Probably very little.
Review
by a verified client in Essex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Going into retirement I needed to consolidate my pension funds
How has Rob Young helped you?
Rob found a few anomalies that worked in my favour
Have you seen the outcome you were hoping for?
Yes I have seen a steady growth in my investment
What could they have done better?
I'm happy with all the advise Rob has provided