Robert's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 49 )
Retirement income (annuities, drawdown) ( 32 )
Auto Enrolment ( 1 )
Investments and Savings ( 48 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 34 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 45 )
Financial Mentoring ( 6 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 18 )
£200k - £500k ( 12 )
£100k - £200k ( 9 )
£50k - 100k ( 2 )
Review
by a verified client in Derbyshire
4 months ago
Overall
Advice
Service
Value
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
Review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
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
Review
by a verified client in Merseyside
6 months ago
Overall
Advice
Service
Value
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
First impression
by a VouchedFor user
7 months ago
Overall
Please provide a brief comment about your experience with Robert
Very professional and informative
Review
by a verified client in Cheshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking to ensure that our pension provision was sufficient for retirement as well as broader investment advice
How has Robert Newton helped you?
Robbie has helped to ensure that we understand our pension provision through cashflow planning and also to ensure the investment strategy within our SIPP is appropriate to our requirements. He has also supported us in ensuring that our insurance cover is sufficient to give us a degree of comfort that we are protected if the worst happens. Finally through our annual meetings and other as hoc support Robbie gives us confidence that the strategy is still appropriate for the future. Throughout the speed and efficiency from Robbie and the team has been faultless.
Have you seen the outcome you were hoping for?
Absolutely!
What could they have done better?
N/A