Robert Payne

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

pension advice

How has Robert Payne helped you?

planning for retirement

Have you seen the outcome you were hoping for?

so far

What could they have done better?

nothing

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

Have been using Robert's services for over 20 years , when it became obvious that success in my business warranted using an advisor.

How has Robert Payne helped you?

Good financial advise , very prompt service.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind

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

Transfer of pensions between employers

How has Robert Payne helped you?

He understands my personal investments well and the specific pensions and shares from my former employer

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?

Retirement and the need to find a home for my lump sum.

How has Robert Payne helped you?

Robert has taken a lot of trouble to understand my personal situation and the use to which my investments and savings would eventually be put.

Have you seen the outcome you were hoping for?

Yes. That 'eventuality' has now become a reality and the funds are there to meet the expenses which are being incurred.

What could they have done better?

Not a lot!

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

Pension transfer

How has Robert Payne helped you?

Consolidated my pensions and ongoing management

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, also exceptional service