Rachel Robb

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

Mortgage renewal

How has Rachel Robb helped you?

Rachel analysed our personal information and searched the market for the best and most appropriate deals for us. Rachel was quick to find the best deal she could and explained the details thoroughly. A very stressful process made simple thanks to Rachel!

Have you seen the outcome you were hoping for?

We were able to secure a new mortgage deal under Rachel's advice.

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

Financial Advice/Clarity of our actions.

How has Rachel Robb helped you?

Clear and Precise advice and mentoring.

Have you seen the outcome you were hoping for?

Yes ! Rachel Helpful and Friendly with Excellent support.

What could they have done better?

Cant think of a Thing :-)

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

My partner and I were looking for life insurance and critical care cover, following the purchase of our house.

How has Rachel Robb helped you?

Rachel's advice was invaluable. She gave us brilliant advice and she was always on hand when we needed her input. She was responsive and was incredibly empathetic. We couldn't have had a better experience!

Have you seen the outcome you were hoping for?

We had a really good outcome - we were very happy with the advice we recieved and the outcomes. We plan on working with Rachel in the future.

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

After many years of being very well looked after by our previous advisor, who has now retired, and us having moved to a new area our previous advisor recommended "vouched for" so that we could make an informed decision on someone, relatively local to advise us when we wanted to explore the pros and cons of embarking on releasing some of the equity in our house.

How has Rachel Robb helped you?

Rachel spent time developing a relationship with myself and my wife which enabled us to trust and believe in her. These are values we feel are essential in someone who is potentially so closely involved in decisions which fundamentally affect our financial future. She has listened to our requirements, advised us of potential pitfalls and benefits, cautioned and reassured us when we have raised issues and ultimately provided a product we can believe in.

Have you seen the outcome you were hoping for?

In a word Yes. We are very satisfied with the outcome and the timescale of the process. At all times Rachel maintained a friendly, professional demeanor, putting both my self and my wife completely at ease without any time pressures, thus making discussion of such important matters extremely comfortable.

What could they have done better?

We have discussed this question, and can not come up with anyway in which this experience could have been improved

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

Having rented for many years we were looking for a mortgage that would suit our needs and give us security into retirement.

How has Rachel Robb helped you?

Rachel advised on the best and most appropriate options available for our individual circumstances, her explanations of the information we received along with her advice, help, support and her understanding of the complexities of the conveyancing process were invaluable to us in what was a complicated transaction and much appreciated.

Have you seen the outcome you were hoping for?

Yes, we are now the happy owners of our own home and feel confident of a secure future going into our retirement.

What could they have done better?

Rachel went above and beyond and did a Top Job!