Olga Robertson

Olga Robertson

Independent Financial Planning Services Limited

Olga's reviews

Reviewed for

Insurance and Protection ( 4 )

Pensions ( 19 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 8 )

Auto Enrolment ( 1 )

Investments and Savings ( 14 )

Pension Transfers - Non Specialist ( 7 )

Inheritance Planning ( 4 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 7 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 8 )

£100k - £200k ( 3 )

Up to £50k ( 1 )

( 1 )

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

First impression

by a VouchedFor user

3 years ago

This review was gathered whilst the adviser was at a different firm.

Overall

Please provide a brief comment about your experience with Olga

Found Olga friendly and her advice was straight forward helpful and honest would definitely recommend to friends and family

Review

by a verified client in Clackmannanshire

3 years ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

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

To manage our insurances

How has Olga Robertson helped you?

Olga was so understanding, with our busy lives (2 kids and one on the way) we weren’t the quickest to reply to emails etc but she was so understanding. We also felt she couldn’t do more to help suit round us.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing at all

Review

by a verified client in Perthshire

4 years ago

This review was gathered whilst the adviser was at a different firm.

Overall

Advice

Service

Value

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

Review of life and protection policies on two occasions

How has Olga Robertson helped you?

Olga’s advise was very well explained, set out very clearly and it was obvious had my best interests at the forefront

Have you seen the outcome you were hoping for?

Yes, better protection at better premiums, then on second occasion, hugely more competitive than Barclays

What could they have done better?

Nothing. Can’t fault advice and overall service

Review

by a verified client in Perthshire

4 years ago

Overall

Advice

Service

Value

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

Advice re investments

How has Olga Robertson helped you?

Provided advice and arranged investments for us

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can’t think of anything

Review

by a verified client in Argyll

4 years ago

Overall

Advice

Service

Value

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

Looking for drawdown from my pensions

How has Olga Robertson helped you?

Got me what I believe was as good a deal as was possible

Have you seen the outcome you were hoping for?

Yes