Reviewed for

Insurance and Protection ( 4 )

Pensions ( 4 )

Retirement income (annuities, drawdown) ( 3 )

Auto Enrolment ( 1 )

Investments and Savings ( 7 )

Pension Transfers - Non Specialist ( 2 )

Reviewers' assets

£200k - £500k ( 2 )

£100k - £200k ( 1 )

Up to £50k ( 2 )

Client reviews

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in Wrexham

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

Looking at pension advice and consolidation.

How has Timothy Roberts helped you?

Tim gave an honest no frills approach, and advice was sound and personalised.

Have you seen the outcome you were hoping for?

I have.

What could they have done better?

I cannot offer advice on what to do better , but I would advise not to change what he is doing as it works well

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Wrexham

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

I wanted to retire early and look at my options.

How has Timothy Roberts helped you?

He helped show me how I could retire.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Denbighshire

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

I needed professional advice as I approach retirement age.

How has Timothy Roberts helped you?

By explaining all the different options available, some of which I had no idea existed e.g. deferring my state pension if I continue to work. It was all explained in terms I could follow without a lot of technical terminology. Always available for any questions I might have and also receive monthly communications.

Have you seen the outcome you were hoping for?

Very much so. So far very pleased with Tim's suggestions.

What could they have done better?

Nothing that comes to mind at this moment.

Review from verified client

August, 2017

Overall

Service

Advice

Value

Based in Gwynedd

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

I sold a property and wanted advice on how to invest the income wisely.

How has Timothy Roberts helped you?

Tim took over review visits from Kevin and has always given open and impartial advice.

Have you seen the outcome you were hoping for?

My investments are spread over a range of products and over the years have shown growth.

What could they have done better?

Nothing, Tim is always approachable and promt with replies to any questions I may have.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Wrexham

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

Consolited two pension plans into investment.

How has Timothy Roberts helped you?

Listened to my needs and helped with options to suit.

Have you seen the outcome you were hoping for?

On a graph.

What could they have done better?

Tim was flexible in his approach and didn't give the hard sell

Review from verified client

July, 2017

Overall

Service

Value

Advice

Based in Wrexham

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

Wanted expert advice on insurance.

How has Timothy Roberts helped you?

He wasvvery knowledgable patient and client focused.

Have you seen the outcome you were hoping for?

Definately.

What could they have done better?

I havent looked to source any advice else where as i completely trust tim and always go to him for advice .very happy lovely personal service

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Gwynedd

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

I wanted someone to spend time on explaining the different markets to me.

How has Timothy Roberts helped you?

Spending time on me as a person.

Have you seen the outcome you were hoping for?

Working with Tim over the next number of years will tell.

What could they have done better?

Don't think so, explains things in detail which helps me to understand, talks to me, Not at me

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Gloucestershire

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

I had recently received an inheritance that i was looking to invest for the short to medium term.

How has Timothy Roberts helped you?

Tim took his time explaining the value of investing in stock and shares and the possible returns I could expect over a cash deposit. Furthermore, he explained the value of receiving financial advice tailored to my own risk profile and my needs.

Have you seen the outcome you were hoping for?

Absolutely, the portfolio has performed well and the service I have received from Tim has been exemplary. His personal touch has been a real bonus. Although I have now withdrawn the funds in order to buy property, I would have no hesitation in recommending Tim, or indeed returning to him for further advice when my circumstances change.

What could they have done better?

I cannot think of anything that I would change - perhaps a paperless valuation service?

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Wrexham

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

I wanted life cover and was unsure as to what product to use. Also help with my pension.

How has Timothy Roberts helped you?

He was very knowledgable and patient. He explained each of the policies to me so I had all the relevant info to select the right policy for me.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing at this current time.

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Wrexham

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

Needed some financial advise for our frozen pensions funds.

How has Timothy Roberts helped you?

Invested our pensions.

Have you seen the outcome you were hoping for?

"Yes very pleased.

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Wrexham

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

I bought my first home and wished to take out a life insurance policy. I also used Tim to set up a regular monthly savings investment plan.

How has Timothy Roberts helped you?

He helped me get the best and most appropriate deal for my money when choosing which life insurance policy to take out. He explained his reasons clearly. In regards to my savings plan, Tim identified my risk score and explained which option would be suitable for making regular savings. He placed me in an investment in which I was comfortable and set up my payments. I am very grateful for his advice and I feel like he explained everything clearly.

Have you seen the outcome you were hoping for?

Yes, absolutely.

What could they have done better?

Nothing, it was a simple enough transaction and I was satisfied with the service.