Robert Caplan

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

Not happy with my existing financial advisor.

How has Robert Caplan helped you?

Undertook detailed analysis of my current finances and worked to put together a financial plan to meet future needs.

Have you seen the outcome you were hoping for?

In terms of returns from investments, yes. For pensions income I have not yet started to draw my pension so I wait to see if the plan can be delivered.

What could they have done better?

Be more proactive in arranging review meetings.

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

Surplus of cash to invest.

How has Robert Caplan helped you?

Really took time to understand my needs and gave sound advice on what I should be considering,.

Have you seen the outcome you were hoping for?

Excellent results so far.

What could they have done better?

Nothing really Rob and First Financial really went the extra mile for me especially in the speed that they turned around my Mortgage.

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

retirement planning.

How has Robert Caplan helped you?

future planning.

Have you seen the outcome you were hoping for?

yes.

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

To improve the management of our svaings.

How has Robert Caplan helped you?

Robert has consistently given us excellent advice over the years on a range of investments. He inspires trust and confidence in his abilities.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

I can't think of anything.

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

Retirement.

How has Robert Caplan helped you?

Planned our investments.

Have you seen the outcome you were hoping for?

No.

What could they have done better?

Nothing.