Robert Shire

Please provide a brief comment about your experience with Robert

Robert rang me very quickly after I put in my request and we arranged a meeting within a week.

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

Advice required about how best to invest savings.

How has Robert Shire helped you?

Previous independent financial retired. Rob Shire became our consultant as we moved to AFH.

Have you seen the outcome you were hoping for?

Yes.

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

I was looking for a trustworthy mortgage broker and then also some advice with regards to company benefits.

How has Robert Shire helped you?

Rob was superb and made the process simple from the word go.

Have you seen the outcome you were hoping for?

Yes.

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

To set up a pension from Company contributions, and consider the transfer-in of existing pensions.

How has Robert Shire helped you?

Set up a new managed pension.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

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

I had lost contact with my previous advisor from years ago, after moving out of the area. I wanted someone to review a number of policies (life assurance, pensions, investments) and advise on the most appropriate, tax-efficient options.

How has Robert Shire helped you?

From the first time I spoke to Rob, I knew he and I could do business. Clearly very quick to catch on (you don’t need to explain stuff to Rob more than once), superbly knowledgeable, Rob is an absolute pleasure to deal with. The advice he has given me has been worth every penny.

Have you seen the outcome you were hoping for?

Yes, indeed. And across a number of products. I now have hands-on control of my SIPPs being able to self-manage whenever I want.

What could they have done better?

Nothing. I have recommended Rob Shire to friends and family without the slightest hesitation.