Robin Place

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

I had funds released, and Advisors have a comprehensive range of investments, not on the open market.

How has Robin Place helped you?

After my initial consultation Robin came back to offer me the funds that were most likely to fit my financial profile.

Have you seen the outcome you were hoping for?

Yes I have.Although recent events will have affected. my fund. Which as yet I have to see the results.

What could they have done better?

I don't feel anything could have beeb done better.

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

I needed to organise my pension, and find the best way to set it up

How has Robin Place helped you?

He has reviewed all the funds in my drawdown pension and moved them when it was felt a better alternative investment was available. The pension has done well over the years. He has also kept an eye on my investment ISA’s - suggesting trust some of the investment funds may need to be reviewed if he thought they were perhaps a little too high risk based on my views of risk generally.

Have you seen the outcome you were hoping for?

The drawdown pension has grown well over the last few years until the recent drop as a result of American policies with tariffs.

What could they have done better?

I don’t know if better investment results would have been possible, but I do have confidence that they review the investment and do their best to recommend the best choices.

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

To give me pension and financial advice.

How has Robin Place helped you?

He has helped to merge various pensions and also recommended a colleague to assist with making a Will.

Have you seen the outcome you were hoping for?

Yes, I feel very happy with the service.

What could they have done better?

Nothing

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

Investments / planning for the future

How has Robin Place helped you?

We have centralised our joint funds into a single managed repository which is easier to manage. These funds are constantly monitored so that they are able to yield the best return possible.

Have you seen the outcome you were hoping for?

Given the fluctuating stock market & our attitude to risk, then yes.

What could they have done better?

Some administrative issues that now seem seem to have been ironed out.

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

Looking to the future I was made redundant and looking for my money to grow away from the bank

How has Robin Place helped you?

Yes 100%

Have you seen the outcome you were hoping for?

Yes very good

What could they have done better?

Happy as if.