Reviewed for

Insurance and Protection ( 12 )

Mortgages ( 2 )

Pensions ( 48 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 7 )

Auto Enrolment ( 9 )

Investments and Savings ( 46 )

Pension Transfers - Non Specialist ( 2 )

Inheritance Planning ( 6 )

Long Term Care ( 1 )

Reviewers' assets

£500k+ ( 8 )

£200k - £500k ( 9 )

£100k - £200k ( 12 )

£50k - 100k ( 3 )

Up to £50k ( 9 )

Client reviews

First impression from a user who is not yet a client

October, 2019

Overall

Please provide a brief comment about your experience with Paul

No contact from Paul

First impression from a user who is not yet a client

July, 2019

Overall

Please provide a brief comment about your experience with Paul

Paul was very clear with the information provided for my complex pension issues and provided me with the best way forward at this time.

First impression from a user who is not yet a client

November, 2018

Overall

Please provide a brief comment about your experience with Paul

understood exactly what i was asking and answered it openly and honestly with guidance and advice. He a realised i did not necessarily need further help and stated this too saying he would not suggest paying a fee just to hear i was making the right decisions.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in North Yorkshire

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

HAD MONEY LEFT AND NEEDED TO INVEST FOR MY OLD AGE

How has Paul Robinson helped you?

HES A VERY KIND YOUNG MAN AND HE VISITS ME EVERY YEAR YO DISCUSS MY FINANCIAL SITUATION.ADVISING ME AS TO WHETHER MY INVESTMENTS NEED TO BE MOVE AND ASKING IF THATS OK.

Have you seen the outcome you were hoping for?

ABSOLUTELY

What could they have done better?

NOTHING AT ALL. VERY VERY SATISFIED.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Warwickshire

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

We had numerous pensions which we wanted to consolidate. Pensions are a minefield, we wanted to learn more about our option.

How has Paul Robinson helped you?

Gave us great advice, took all the hard work and complication away from us. Has simplified this matter for us.

Have you seen the outcome you were hoping for?

Ongoing, so far good returns.

What could they have done better?

Apart from his choice of football team, everything is great!

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in North Yorkshire

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

Investment advice and opportunities.

How has Paul Robinson helped you?

Received prompt, independent advice which I felt confident and has proved so far too date to be accurate.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing I can think of currently

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Warwickshire

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

I was looking to transfer my company pension to a private pension.

How has Paul Robinson helped you?

Paul gave good solid understandable advice and challenged my views were appropriate, to ensure I fully appreciated the importance of the decision.

Have you seen the outcome you were hoping for?

Yes, the markets haven't been fantastic over past two/ three years but is showing relative growth.

What could they have done better?

Possibly been a bit more adventurous in recommending investments but given current nervousness in markets and uncertainty regarding final outcome of Brixit and its impact on the country and our economy as ever he's probably given the best advice ...again !

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in North Yorkshire

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

Family death/inheritance and a move from London to Scarborough changed our financial circumstances - for the better, which meant that for the first time we had to think seriously about an investment strategy.

How has Paul Robinson helped you?

Straight forward advice. Taking time to understand our priorities and outlooks and tailoring suggestions appropriately. No jargon. Helpful team and warm welcome at office with glorious views over the yorkshire countryside.

Have you seen the outcome you were hoping for?

Happy with the strategy suggested. As to the final outcome - hard to say as this is a long term plan.

What could they have done better?

n/a

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Yorkshire

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

Life time planning and personal/company pensions (auto enrolment).

How has Paul Robinson helped you?

Paul was excellent, very knowledgeable and pro active. Everything was explained comprehensively, and he provided lots of options.

Have you seen the outcome you were hoping for?

Great outcome, and the products were well suited to my needs.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in North Yorkshire

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

I needed a private pension, and wanted to invest some money.

How has Paul Robinson helped you?

Paul explained the options open to me clearly and explained the different investments available and the risks involved when investing in shares.

Have you seen the outcome you were hoping for?

Yes, my investments have grown and I am happy with my pension plan.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Dis-satisfaction with previous adviser.

How has Paul Robinson helped you?

Good understanding of background and of investment aims produced an appropriate strategy.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Warwickshire

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

Poor advice received locally on pensions and investments.

How has Paul Robinson helped you?

The choice of investments and pensions together with other advice with clear and concise reporting has allowed my retirement fund to increase significantly with confidence in Moneyweb throughout.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Not aware of anything that could have been done better.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Warwickshire

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

Moneyweb came highly recommended for their excellent service , diligent approach to clients issues and also an honest and trustworthy company. They have lived up to all these attributes over the past 13 years that we have being doing business together. Long may it continue going forward !.

How has Paul Robinson helped you?

Paul being the Principal of the company is not only an experienced , trustworthy and expert IFA but he has surrounded himself with equally competent staff to support both him, the business and clients.

Have you seen the outcome you were hoping for?

Yes indeed and despite market fluctuations the advice given has been extremely beneficial.

What could they have done better?

As no one has the mythical "Crystal Ball" in finance , Moneyweb are the next best thing....!

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in West Midlands

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

The need for a quality IFA for Wealth Management and Moneyweb was the ideal choice.

How has Paul Robinson helped you?

Paul's extensive knowledge of all aspects of Financial services was a tremendous help.

Have you seen the outcome you were hoping for?

Yes, I am more than satisfied with the outcome and the ongoing planning.

What could they have done better?

Nothing

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in North Yorkshire

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

Needed pensions advice.

How has Paul Robinson helped you?

Asked for a pensions review, which took four months. Only option given was for a managed scheme with a single company. Cant believe this company advertise themselves as Independent Financial Advisors. They seem to be wedded to just one expensive provider.

Have you seen the outcome you were hoping for?

No.

What could they have done better?

Been more professional, more honest.

First impression from a user who is not yet a client

January, 2017

Overall

Please provide a brief comment about your experience with Paul

Good experience so far. Paul was ready to answer all our questions, which he did patiently and clearly.

First impression from a user who is not yet a client

November, 2016

Overall

Please provide a brief comment about your experience with Paul

As of yet, Paul Robinson has not contacted me. Not a very good start , I must say.!!

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

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

We were looking to invest our Pension pot.

How has Paul Robinson helped you?

Paul gave us sound advice on where to invest.

Have you seen the outcome you were hoping for?

Probably better than we expected considering "Brexit" and an unstable market .

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in North Yorkshire

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

As self-employed professionals we felt it was time for a periodic review of our various insurance, pension and investment policies.

How has Paul Robinson helped you?

Paul understood all our requirements and was friendly, helpful and effective.

Have you seen the outcome you were hoping for?

We were very happy with the recommendations which Paul gave us, and have been able to streamline our insurance policies as a result. Our pensions are now in more suitable policies and we feel that our financial situation, both present and future, is now improved as a result of Paul's help and advice.

First impression from a user who is not yet a client

June, 2016

Overall

Please provide a brief comment about your experience with Paul

Have booked an initial appointment with Paul and will take it from there

First impression from a user who is not yet a client

May, 2016

Overall

Please provide a brief comment about your experience with Paul

Very professional and friendly.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in North Yorkshire

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

I recently retired with several pension pots and a defined company pension.

How has Paul Robinson helped you?

Paul advised me on a future financial plan to utilise my pensions and existing investments to best suite my situation.

Have you seen the outcome you were hoping for?

Two reports were presented, one for my pensions and the other for my investments. Both reports were detailed and concise outlining the way forward.

What could they have done better?

At this stage of the process I cannot comment, perhaps at a later date when the recommendations take shape.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in North Yorkshire

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

I looked for a financial advisor because I have no idea about the workings of the finance world but realise that hand,ed correctly my money would work better for me than if I tried to sort things out myself. My motto is always "ask the professional.- if they don't know then who does!".

How has Paul Robinson helped you?

Paul is such an easy person to talk to. I'm sure that in the grand scheme of his client base my small finances are but nothing, but he treats me with a sincere approach to meeting my financial planning needs. Paul always knows the answers to my questions & has arranged pensions & savings accordingly to ensure a sound financial future into my retirement.

Have you seen the outcome you were hoping for?

Still ongoing, but yes, seen surprising growth on my investments. Left to my own devices I'd not be as secure as I am now.

What could they have done better?

I can't suggest anything that Paul could do better. He makes everything understandable & interesting for me.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in North Yorkshire

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

Refusal of my pensions providers to release my money without one.

How has Paul Robinson helped you?

By advising me of my options and doing what was necessary to release my funds and then doing a market study of where best to invest them.

Have you seen the outcome you were hoping for?

It is still very early days.

What could they have done better?

Not much really, he did all I required.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Warwickshire

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

My husband and I had several pensions, we weren't sure what they were doing and really didn't understand what to do. Paul from Moneyweb was recommended to us so we contacted him.

How has Paul Robinson helped you?

He has given us a goal of when we can retire - he has gathered all the information and had invested our pensions so we get the maximum benefit. He does the work, where we wouldn't have a clue where to start.

Have you seen the outcome you were hoping for?

Yes the investments are progressing a lot better then when we didn't have Paul.

What could they have done better?

Nothing that I know of.

First impression from a user who is not yet a client

February, 2016

Overall

Please provide a brief comment about your experience with Paul

I met Paul yesterday for my initial meeting and am very pleased with the outcome. Paul explained everything in detail and I now have a full understanding of my pension status and options available. I am happy to recommend Paul to anyone who needs assistance with their pension plans.

First impression from a user who is not yet a client

December, 2015

Overall

Please provide a brief comment about your experience with Paul

He was very professional, helpful and informative.

First impression from a user who is not yet a client

October, 2015

Overall

Please provide a brief comment about your experience with Paul

interesting and informative

Review from verified client

October, 2015

Overall

Advice

Service

Value

Based in Leicestershire

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

Unable to secure final salary membership with Employer.

How has Paul Robinson helped you?

Providing advice in the event of serious potential movements in my investments.

Have you seen the outcome you were hoping for?

Growth has been somewhat disappointing but overall I think my overall plans have weathered the various financial storms fairly well.

What could they have done better?

Increase in contact throughout the year. One or two phone calls would be especially helpful

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Nottinghamshire

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

A need to switch from an existing provider/advisor.

How has Paul Robinson helped you?

Gives clear, straightforward advice and well-supported recommendations. Everything confirmed in writing promptly.

Have you seen the outcome you were hoping for?

Everything has progressed well.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

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

Following the new Government legislation allowing over 55's to draw down a tax free lump sum from their Pension, I asked Paul Robinson to oversee this process on my behalf which required an initial transfer to another provider making the process more convoluted.

How has Paul Robinson helped you?

He discussed my current situation and overall pension requirements and my immediate needs and then recommended a course of action to bring about a solution to the situation within a reasonable time scale.

Have you seen the outcome you were hoping for?

The situation was resolved and the end result was entirely to my satisfaction and expectations within the stipulated time scale.

What could they have done better?

Ensure that communications either by phone or e-mail are indeed followed through and returned by his receptionists as stated?

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

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

Personal investment advice, Life cover and Pensions.

How has Paul Robinson helped you?

Paul is a trusted adviser, providing quality advice on a personal and corporate level. His down to earth approach is refreshing and he is very knowledgeable in all areas. He immediately builds a rapport with those he is working with, and can be relied upon to provide first rate results. I have worked with Paul on a number of assignments and would not hesitate to recommend him to others.

Have you seen the outcome you were hoping for?

Life Cover- arranged, Pensions - in the pipeline, Investments - arranged and finalised.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Warwickshire

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

Poor experience with previous advisers and their dedicated support for me lead me to try the services of Paul and his team a decade ago. This has been one of my best decisions ever !.

How has Paul Robinson helped you?

Since placing mine and my previous company's Assurance business with Paul I have been delighted with not only the positive development of the investments but also the diligent manner in which I have been kept informed on any amendments to be made due to market changes. As rated above, the Quality of Advice and Service together with being Value for Money are excellent and above all he and his team show a high degree of openness and honesty in all financial dealings. I have no hesitation in recommending Paul and Moneyweb to you or your organisation for all manner of financial dealings. Kevin Smyth, now semi-retired but a previous Director of Volvo Logistics UK Ltd.

Have you seen the outcome you were hoping for?

Excellent performance still despite the challenging economic conditions in the world today.

What could they have done better?

Move to a new, more modern purpose built and client friendly premises which has now been completed in May 2014 !

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

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

Wanted to maximise my investment by speaking to an independent specialist rather then using my own judgement and risking any potential investment.

How has Paul Robinson helped you?

Paul is very approachable, proactive and extremely tentative to our needs and clearly very knowledgeable in many area's of financial planning. He has the ability to explain information in layman's terms which to me has been most useful and has very strong insights on area's of my financials which could be improved/enhanced to maximise my investments and retirement incomes. Paul has looked after various aspects of my personal finances and parents for a good twenty years. Paul has never faltered in this period and has proven his worth on many occasion.

Have you seen the outcome you were hoping for?

Yes, excellent, very pleased by the advise I was given and service received.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

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

Various.

How has Paul Robinson helped you?

A full and comprehensive service that you can trust.

Have you seen the outcome you were hoping for?

Very satisfactory.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

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

Independent advice in connection with existing investments and future planning.

How has Paul Robinson helped you?

As a general insurance broker I have dealt with many IFA's over the year's, having got to know Paul socially I asked him to undertake a review of my financial affairs, the result being that I transferred and all my personal pensions and investments. Furthermore, and as a result I have had the confidence to recommend Moneyweb to our clients which is not something we would do lightly. Paul is 100% thorough, fair, transparent and most importantly does exactly what he says he will do. Most pleasingly to date my investments have performed very well indeed.

Have you seen the outcome you were hoping for?

Yes indeed, no complaints to date.

Review from verified client

September, 2015

Overall

Value

Service

Advice

Based in Surrey

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

My accountant retired and legislation changed on who can provide advice.

How has Paul Robinson helped you?

Paul helped me to find a suitable SIPP and has also provided excellent advice around insurance protection.

Have you seen the outcome you were hoping for?

The pension is performing ahead of expectations.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

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

1. Needed Inheritance Tax Advice 2. Needed Pension advice.

How has Paul Robinson helped you?

Difficult to be specific, but pointed me in right direction.

Have you seen the outcome you were hoping for?

Advice taken and plans made.

What could they have done better?

Nothing

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

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

Needed advice on investments and just recently with Auto-enrolment.

How has Paul Robinson helped you?

Communication was good. Great Service. Simple to understand Advice. Honest and trustworthy and would recommend to others.

Have you seen the outcome you were hoping for?

Happy with Paul's advice.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

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

We were advised by our Accountant to seek the help of a Financial Adviser.

How has Paul Robinson helped you?

He spent time listening to our requirements and to date has given us good advice.

Have you seen the outcome you were hoping for?

We are very satisfied with our current situation. Paul has always explained everything in a way we totally understood.

What could they have done better?

We feel totally satisfied with Paul's advice and honestly feel he could not have done better.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

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

planning for future and best advice for retirement.

How has Paul Robinson helped you?

he personally saw me and took care to know my needs and according to the questions I had to ask for my own information and circumstances.

Have you seen the outcome you were hoping for?

yes I am happy and satisfied with my current situationsin.

What could they have done better?

sincere and honest to their clients and educate people in general about different forms of investments as a lot of the people are not up-to-date with current situation

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

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

Long Standing Relationship.

How has Paul Robinson helped you?

Constucted a good investment portfolio.

Have you seen the outcome you were hoping for?

Progress is good.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in Warwickshire

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

Elected company to take care of an existing and new pension scheme. Also, provided advice and support for additional contributions.

How has Paul Robinson helped you?

The stock market can be a volatile one and one I know very little about. Paul provides simple, pragmatic explanations that enable me to make good choices about which funds to put my hard earned money with. When unexpected hiccups in the stick exchange that concern me Paul is always there to make sense if it all.

Have you seen the outcome you were hoping for?

Nearing closer to the magical 55 I know that Paul will support and help me to continue to make the right choices. Not really sure what I expected but confident.

What could they have done better?

I must say I am not sure what Paul could have done better, only am relying that he continues to support me to make the right decisions to minimise the risks as my fund is getting too large to lose now.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

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

I had lump sum of money to invest.

How has Paul Robinson helped you?

Straight forward advice and a pleasure to deal with.

Have you seen the outcome you were hoping for?

I am happy with my investment.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

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

We needed investment and personal pension advice to minimise tax and maximise return on excess capitol. Also a need was created due to auto enrolment.

How has Paul Robinson helped you?

Fairly simple - we told him what we needed and he gave us the options together with the pros and cons.

Have you seen the outcome you were hoping for?

Paul gave us excellent advice and guided us to a solution that we were completely comfortable with and suited our needs.

What could they have done better?

We were very pleased with the service and solutions

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

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

We wanted advice on the best way to invest an inheritance .

How has Paul Robinson helped you?

He gave us really good advice and invested the money on our behalf .

Have you seen the outcome you were hoping for?

All our investments and pensions are doing well . We are very happy with the outcome . Paul Robinson and his team give an excellent service .

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

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

Desire to have professional adviser instead of looking after savings and investments ourselves.

How has Paul Robinson helped you?

Gave advice on investments and inheritance tax planning and helping offspring.

Have you seen the outcome you were hoping for?

Very satisfactory. Yes.

What could they have done better?

Can't think of anything

Review from verified client

August, 2015

Overall

Value

Advice

Service

Based in Cleveland

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

after 45 years with a company i took early retirement.

How has Paul Robinson helped you?

after discussion about all my assets we decided on a figure we could invest and paul advised at that time what was low risk and would give a return.

Have you seen the outcome you were hoping for?

the first year the country was in turmoil and i feared the worst but was told by paul not to panic and now we are quite happy we are now approx 7 1/2 years further on.

What could they have done better?

nothing i can think of , i would recommend him to anybody

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in North Humberside

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

Paul is the manager of my pension and investments.

How has Paul Robinson helped you?

built an investment plan for my retirement.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing - perfect service

First impression from a user who is not yet a client

June, 2015

Overall

Please provide a brief comment about your experience with Paul

Paul was very friendly. helpful and knoelegeable whilst conducting his business in a timely professional manner

First impression from a user who is not yet a client

May, 2015

Overall

Please provide a brief comment about your experience with Paul

Concise clear information I could understand. Very helpful and quickly sorted out my pension problem. Up front right away about cost so I could decide wether I could afford to use his service. Certainly would recommend him.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

How has Paul Robinson helped you?

When I first contacted Paul it was at the recommendation of one of his satisfied clients. At first I thought my small finances would be just that - too small an amount - but Paul was really professional and had alot of advice for me, not only for savings and investments but also for pension planning. I am extremely pleased with the service and am made to feel a valued customer. I recieve regular contact and ongoing information from the office. The welcome from all staff and the office environment is of a high class. I have no hesitation in recommending Paul & staff who will help you maximise the finance potential.

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Paul

I have not yet met with Paul, (my choice) but did receive a prompt e-mail in reply to my query. Am very pleased so far.

First impression from a user who is not yet a client

December, 2014

Overall

Please provide a brief comment about your experience with Paul

very polite and professional

First impression from a user who is not yet a client

October, 2014

Overall

Please provide a brief comment about your experience with Paul

Very professional and forthright

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in South Yorkshire

How has Paul Robinson helped you?

Gives clear advice and understands my financial needs, easy to contact and available for meetings at appropriate times.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in North Yorkshire

How has Paul Robinson helped you?

Detailed advice given, takes time to understand individuals needs. Very friendly and approachable.

First impression from a user who is not yet a client

July, 2014

Overall

Please provide a brief comment about your experience with Paul

Paul responded and explained that he will forward me some forms ready for a possible meeting in August.

Review from verified client

July, 2014

Overall

Advice

Service

Value

Based in North Yorkshire

How has Paul Robinson helped you?

General overall service from start to finish

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Nottinghamshire

How has Paul Robinson helped you?

Gives clear, straightforward advice and well-supported recommendations. Everything confirmed in writing promptly.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in North Yorkshire

How has Paul Robinson helped you?

Paul is very approachable and is excellent at getting to understand my needs and offers invaluable advice. He is also really good at breaking down information so that it easy to understand and that enables me to make a better and more informed decision.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in North Yorkshire

How has Paul Robinson helped you?

Provides down to earth, professional and totally comprehensive advice in a friendly but non patronising or pushy way.

What could they have done better?

all excellent advise nothing to improve

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in North Yorkshire

How has Paul Robinson helped you?

Paul provides personable, practical, "no-nonsense" advice on financial matters and does so in an efficient and friendly manner.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Warwickshire

How has Paul Robinson helped you?

We had several pensions, didn't really understand where or what the value was. Paul gathered all the information, spent time going through everything with us and put a plan together. Patient with any questions and nothing seems too much trouble.

What could they have done better?

At this moment in time nothing comes to mind.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Leicestershire

How has Paul Robinson helped you?

Providing advice in the event of serious potential movements in my investments

What could they have done better?

Increase in contact throughout the year. One or two phone calls would be especially helpful

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in North Yorkshire

How has Paul Robinson helped you?

As a general insurance broker I have dealt with many IFA's over the year's, having got to know Paul socially I asked him to undertake a review of my financial affairs, the result being that I transferred and all my personal pensions and investments. Furthermore, and as a result I have had the confidence to recommend Moneyweb to our clients which is not something we would do lightly. Paul is 100% thorough, fair, transparent and most importantly does exactly what he says he will do. Most pleasingly to date my investments have performed very well indeed.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in North Yorkshire

How has Paul Robinson helped you?

Paul is a trusted adviser, providing quality advice on a personal and corporate level. His down to earth approach is refreshing and he is very knowledgeable in all areas. He immediately builds a rapport with those he is working with, and can be relied upon to provide first rate results. I have worked with Paul on a number of assignments and would not hesitate to recommend him to others.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in North Yorkshire

How has Paul Robinson helped you?

Paul is very professional and helpful and fitted my appointments around me so that I was able to see him outside of the general 9 - 5 working hours. Would absolutely recommend him. Fabulous office too

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in North Yorkshire

How has Paul Robinson helped you?

I have found excellent advice regarding my ISA portfolio and also my pension policy regarding drawdown etc.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Cleveland

How has Paul Robinson helped you?

The advisor was excellent and knew what he was talking about and I would trust him 100% with my money. He gave me the facts and his advice which I took. I can recommend the advisor to anyone and is a credit to himself and his company.

What could they have done better?

Make me more money, but I could say that about any advisor !!!

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in North Yorkshire

How has Paul Robinson helped you?

Great easy to understand advice. Paul was friendly, helpful and helped to demystify the who process of pensions

Review from verified client

May, 2014

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Service

Value

Based in Warwickshire

How has Paul Robinson helped you?

Always provides a very comprehensive and thorough feedback to all requests and works in a very efficient and timely manner.

What could they have done better?

NA

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in North Yorkshire

How has Paul Robinson helped you?

Paul is very approachable, proactive and extremely tentative to our needs and clearly very knowledgeable in many area's of financial planning. He has the ability to explain information in layman's terms which to me has been most useful and has very strong insights on area's of my financials which could be improved/enhanced to maximise my investments and retirement incomes. Paul has looked after various aspects of my personal finances and parents for a good twenty years. Paul has never faltered in this period and has proven his worth on many occasion.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in North Yorkshire

How has Paul Robinson helped you?

A full and copmprehensive service that you can trust.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Warwickshire

How has Paul Robinson helped you?

Since placing mine and my previous company's Assurance business with Paul I have been delighted with not only the positive development of the investments but also the diligent manner in which I have been kept informed on any amendments to be made due to market changes. As rated above, the Quality of Advice and Service together with being Value for Money are excellent and above all he and his team show a high degree of openness and honesty in all financial dealings. I have no hesitation in recommending Paul and Moneyweb to you or your organisation for all manner of financial dealings. Kevin Smyth, now semi-retired but a previous Director of Volvo Logistics UK Ltd.

What could they have done better?

Move to a new, more modern purpose built and client friendly premises which has now been completed in May 2014 !

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in North Yorkshire

How has Paul Robinson helped you?

Paul and the Moneyweb team provided my Wife and I with clear and diligent advice about investing our savings - I have very little knowledge financial markets, so was unsure what to do with our money. Paul articulated our options in simple terms, was very open about the associated risks / rewards of each option, putting our minds at ease and giving us confidence that our money is in the safest hands. I could not recommend Paul and his team highly enough

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in North Yorkshire

How has Paul Robinson helped you?

Excellent knowledge and a great service Thanks Paul