Rob's reviews
Reviewed for
Mortgages ( 2 )
Pensions ( 64 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 46 )
Investments and Savings ( 49 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 7 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 14 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 18 )
£100k - £200k ( 16 )
( 1 )
Up to £50k ( 3 )
£50k - 100k ( 7 )
Repeat review
by a verified client in Berkshire
11 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Rob Spendley helped you since your last review?
Rob has kept me fully informed about investments and the financial situation in general. I trust him to manage things on my behalf.
Repeat review
by a verified client in Buckinghamshire
13 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Rob Spendley helped you since your last review?
Rob has continued to keep me posted with his comprehensive updates and advice.
Repeat review
by a verified client in Berkshire
13 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Rob Spendley helped you since your last review?
In a difficult economic world he has kept me fully informed. My pension investments have been monitored and managed to ensure the best value and returns
Repeat review
by a verified client in Berkshire
13 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Rob Spendley helped you since your last review?
Planned retiremant
Repeat review
by a verified client in Berkshire
13 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Rob Spendley helped you since your last review?
He has many brained vigilance over my portfolio and kept me up to date via his monthly reports.