Robert's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 36 )
Retirement income (annuities, drawdown) ( 39 )
Investments and Savings ( 49 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 26 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 43 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 25 )
£200k - £500k ( 12 )
£100k - £200k ( 2 )
( 1 )
Review
by a verified client in Essex
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When we retired we needed expert advice on our investments and drawdown from our self invested pension fund.
How has Robert Payne helped you?
We have always found Robert to be very approachable and knowledgeable in the areas of personal investments and income drawdown from our pension fund. We trust him implicitly.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
We are satisfied with all aspects of the service we receive.
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When planning our long term finances 30 years ago.
How has Robert Payne helped you?
Financial planning, building funds for retirement and major purchases.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No issues, all good
Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and the investment of my lump sum
How has Robert Payne helped you?
For very many years Robert has looked after my and my wife's investments. He has taken a lot of trouble to understand our circumstances and to create packages which serve our purposes.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I have been quite happy with Robert's performance.
Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed expert advice with regard to my pension and investments.
How has Robert Payne helped you?
Helped with investments within my pension and making recommendations for ISA and other investment plans.
Have you seen the outcome you were hoping for?
Has exceeded my hopes!
What could they have done better?
Nothing I could think of.
Review
by a verified client in Bedfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed long term financial pension and investment advice to support my family as a sole parent
How has Robert Payne helped you?
He has guided me to use a successful investment platform and when to use savings drawdowns to fund capital projects. He has been approachable and interested to answer queries and concerns
Have you seen the outcome you were hoping for?
Absolutely. I have been very happy and felt supported on my investment journey
What could they have done better?
Nothing