Robert Newton

Please provide a brief comment about your experience with Robert

Very professional and informative

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

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

Looking to retire early.

How has Robert Newton helped you?

Projected income/expenditure through to expected mortality providing peace of mind that we have sufficient funds throughout. Minimising tax liability as much as possible and ensuring our savings and investments grow as best as possible.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

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

mainly pension planning

How has Robert Newton helped you?

always available with advice and reassurance when needed

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

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

Inheritance

How has Robert Newton helped you?

Great financial and investment advice

Have you seen the outcome you were hoping for?

Yes