Bernard's reviews
Reviewed for
Pensions ( 13 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 6 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 11 )
Reviewers' assets
£500k+ ( 6 )
Review
by a verified client in Outside UK
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed expert advice
How has Bernard Rust helped you?
Managed our finances very well with little input from us
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Nothing
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have needed an adviser for many years as my needs are quite complex
How has Bernard Rust helped you?
Bernard has worked with me for many years offering financial advice and planning in many areas both for me and for the company I used to run.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Can't think of anything
Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
company appointed his firm to look after pensions for staff
How has Bernard Rust helped you?
investment advice
Have you seen the outcome you were hoping for?
yes
Review
by a verified client in Middlesex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to find a new advisor as I was concerned about the performance of my investments under my previous advisor and also wanted to work with an advisor who was local and I could see face to face.
How has Bernard Rust helped you?
Bernard has helped me move my portfolio into a new managed platform and funds. He has also helped me to plan my income for retirement as I transition into this phase and understood my personal objectives, wrapping these into the strategy for taking my income.
Have you seen the outcome you were hoping for?
Yes. I am happy with the results and very pleased to have made the switch
What could they have done better?
N/A !
Review
by a verified client in East Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for advice on an annuity that could be used on behalf of my Mother who was going into a care home
How has Bernard Rust helped you?
He helped initially with my Mother's annuity and her investments, when she died I decided to continue to use Bernard Rust to advise me with the inheritance I received from my Mother's estate.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, as I have achieved growth in my investments