Robert's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 18 )
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 ( 6 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 3 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in West Sussex
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Started contracting next month and wanted some financial advise
How has Robert Mansfield helped you?
Rob took me through all the various options in great details which has given me a lot of clarity on my options.
Have you seen the outcome you were hoping for?
Yes. I’m now going to work with Rob on my pension and financial goals.
What could they have done better?
No.
Robert:
Thank you so much for the review, it was a pleasure speaking with you and i'm looking forward to us developing your plans and making them work for you.First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Robert
We are only at the start of our work together but Rob has been so helpful sorting my pension investments. getting them into order and successfully dealing with my company pension managers, and that took some doing! We move to the next stage now and I have every confidence Rob is raring to go and make a success of it.
Robert:
Thank you for taking the time to leave a lovely review. Yes, we've certainly had some challenges to get going but perseverence and high standards will see us though! I'm very much looking forward to working with you on your plans.First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Robert
Very comprehensive and informative, explained everything at the speed I needed to understand it.
Robert:
Thanks so much for the review! I’m really happy to hear that the pace of our session worked well for you. My goal is always to make sure you walk away feeling confident and fully informed. See you next time!First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Robert
I had a really insightful initial chat with Rob about various financial issues for both my family and myself. Rob was very easy to talk to, didn't assume you were a complete dunce and provided easy to understand jargon free information.
Robert:
Thanks, Caroline! I really appreciate the feedback. It was a pleasure chatting through those issues with you. I'm a firm believer that financial advice should be easy to understand, so I'm glad that came across. All the best!First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Robert
I found Robert very professional, he explained the process in a way that a layman like myself could understand.
Robert:
Thanks for the great review, that's exactly what i'm aiming for. I want you to be confident and empowered to help you sense check what i'm recommending as opposed to feeling like your finances are some impenetrable black box.