Rob's reviews
Reviewed for
Insurance and Protection ( 19 )
Mortgages ( 71 )
Pensions ( 185 )
Equity Release ( 8 )
Retirement income (annuities, drawdown) ( 87 )
Investments and Savings ( 120 )
Pension Transfers - Non Specialist ( 26 )
Inheritance Planning ( 23 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 39 )
Financial Planning ( 52 )
Financial Mentoring ( 6 )
Financial Coaching ( 6 )
Reviewers' assets
£500k+ ( 42 )
£200k - £500k ( 29 )
£100k - £200k ( 13 )
Up to £50k ( 13 )
£50k - 100k ( 9 )
Review
by a verified client in Oxfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transfer of final salary pension to private pension with drawdown facility.
How has Rob Patten helped you?
Gave me a chance after the company I worked for terminated my employment for cheaper labour
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Don’t know
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?
My employer stop my pension scheme and was left completely isolated in this sector. A colleague recommended Rob.
How has Rob Patten helped you?
Rob helped me by explaining in details the way pension works and advised me different risks and options. Also had a great help when I remortgage.
Have you seen the outcome you were hoping for?
I have seen the outcome and now feel confident and my mind is at peace with my financial future.
What could they have done better?
Nothing, I know that if I am in doubt, I can always contact Rob.
Review
by a verified client in West Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Rob Patten helped you?
Advice about pension transfer, tax free allowance plus implications and future investment
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I doubt it!
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommendation.
How has Rob Patten helped you?
Rob overseas on investments and pension, he has great knowledge of my former employer.
Have you seen the outcome you were hoping for?
I have seen what I expected.
What could they have done better?
Nothing.
Review
by a verified client in Down
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was on the verge of retirement & was thinking of transferring my pension to a private pension fund
How has Rob Patten helped you?
He went through all the risks & advantages to help me understand better the market
Have you seen the outcome you were hoping for?
I’m very happy with the service he has provided & that he’s always available to take a call to discuss my fund
What could they have done better?
Nothing. Happy with everything