Robert Mansfield

Rootes Wealth Management Limited

Robert's reviews

Reviewed for

Insurance and Protection ( 1 )

Pensions ( 17 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 10 )

Investments and Savings ( 8 )

Pension Transfers - Non Specialist ( 6 )

Inheritance Planning ( 2 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 4 )

Financial Planning ( 5 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 3 )

£100k - £200k ( 1 )

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

First impression

by a VouchedFor user

6 days ago

Overall

Please provide a brief comment about your experience with Robert

We found Robert to be very well informed and knowledgable about investments. He was unbiased and clear in his suggestions but yet not at all pushy. He had no hesitation in further explains any aspects we didn’t understand .

Robert:

Thank you so much for your kind words! I'm glad that you found our meeting helpful. I always aim to provide clear, unbiased information without any pressure, and I'm pleased that came across in our conversation. It's important to me that my clients fully understand their investment options, so I'm happy to take the time to explain anything that needs clarification. I appreciate your feedback and look forward to continuing to support your investment journey.

First impression

by a VouchedFor user

23 days ago

Overall

Please provide a brief comment about your experience with Robert

I recently consulted Rob Mansfield on matters of income tax on my private pensions. I have moved to Portugal and there are questions of inheritance tax as well as on domicile. In a Zoom call, Rob was able to give me very useful guidance on these questions as well as pointing me to several other sources of information, which overall are likely to reduce the tax burden on my pension income considerably. I can highly recommend his services!

Robert:

Thank you for your review, it was lovely to speak with you and i'm glad you found it useful.

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Robert

I was just lucky that I found this financial provider in the time of need. Rob was professional, helpful and tailored his response to a niche of NHS redundancy and pension. I felt that he not only provided objective advice but also pointed out at considerations I had no thought through. I would highly recommend the Rootes Wealth Management as your independent financial advisor for the reasons of versatility, robustness and technicality.

Robert:

Thank you so much for the lovely review. It was a pleasure talking with you and I look forward to speaking with you again.

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Robert

Approachable and reliable

Robert:

Thanks for your review. It was a pleasure to speak with you at the Farmers' market and answer your questions. That's what I want those monthly sessions to be. A chance to come along, ask anything you want and get factual, impartial information to help you understand and make a decision.

First impression

by a VouchedFor user

2 months ago

Overall

Please provide a brief comment about your experience with Robert

Rob is easy to deal with and gives considered well researched advice - always a pleasant and value adding experience

Robert:

Thank you for your review, that's very kind of you. This is what i'm seeking to build Rootes Wealth Management on. Easy to deal with and a thorough wide ranging service. I look forward to us speaking more.