Robert Newton

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

I had transferred my company pension to a drawdown, I was looking for an adviser and a good friend recommended Chartwell as he had been impressed by the professionalism of the company.

How has Robert Newton helped you?

Robert explained the options I had when I was initially looking to invest with Chartwell, this advice was clear and and delivered in a way which was I found straightforward and without bias. Over the years he continued to keep me updated on any chances to the investments and explained the effect of the changes.

Have you seen the outcome you were hoping for?

The investments he suggested have preformed well and I am happy with the return I have received.

What could they have done better?

I am 100% happy with the meeting I have had with Robert and the outcome of these meetings.

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

Had one for years

How has Robert Newton helped you?

Investment advice and now pension advice

Have you seen the outcome you were hoping for?

Not yet

What could they have done better?

Nothing

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

Life insurance and pension

How has Robert Newton helped you?

He helped guide me in the right direction and helped me with everything I did not understand . Was amazing very grateful

Have you seen the outcome you were hoping for?

Yes

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

retirement fund

How has Robert Newton helped you?

Robert has been extremely helpful in all aspects.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

I cannot think of anything

Please provide a brief comment about your experience with Robert

Very professional and informative