Robert Pryjmachuk

Please provide a brief comment about your experience with Robert

I have only just started this process

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

I was looking for advise on Pensions and considering a pension transfer. Robert was recommended to me by a friend.

How has Robert Pryjmachuk helped you?

By listening to my plans and providing much needed advice on which course of action to take to reach my goals. His detailed explanation of the process made everything relatively straight forward and easy to understand.

Have you seen the outcome you were hoping for?

I have seen the outcome I was expecting and things are performing to plan.

What could they have done better?

I’m two years in and I can’t fault Robert as yet. We have regular reviews and It’s hard to see how things could have been done any better.

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

No knowledge of prnsions

How has Robert Pryjmachuk helped you?

Sorted out all the details

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?

I was approached by Robert and wasn't satisfied with my existing arrangements

How has Robert Pryjmachuk helped you?

He gave me a clear view of the current spread of my investments and gave me his recommendations which have proved to be very accurate.

Have you seen the outcome you were hoping for?

As far as you can be with the volatility of the market.

What could they have done better?

Nothing comes to mind.

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

To set up a pension fund for a limited company and possibly arrange a loan back facility.

How has Robert Pryjmachuk helped you?

Helped in setting up the pension fund and investing the money with a return each year.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Be more aggressive on selling the concept.

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

My late husband took early retirement .

How has Robert Pryjmachuk helped you?

By investing pension

Have you seen the outcome you were hoping for?

Well invested.

What could they have done better?

I am happy with outcome and always consulted regarding any major investment.

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

I was made aware that I could transfer my final salary pension, as a lot of people were talking about it at work, and a work colleague had used Robert and subsequently recommended, him.

How has Robert Pryjmachuk helped you?

I approached Robert ref my final salary pension, we then arranged a meeting to look at the options, and I was more than happy for Robert to progress with the transfer of my pension, both Robert and his team were very helpful and made the process both as easy as i believe it could have gone and kept me updated, through the process.

Have you seen the outcome you were hoping for?

The out come in terms of the investment been set up, and not in the hands of my employer is a relief, however it is to early to make any judgement on the investment as I know these things do not happen over night, however currently things appear to be going in the right direction.

What could they have done better?

If Robert and his team replicate the way they have assisted me through the process and management of my investment I think other clients would be very satisfied with the service that Chamberlain have provided me with, when I require any further investment help I will not hesitate to speak to Robert.

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

I needed some financial help and he was recommended by a friend

How has Robert Pryjmachuk helped you?

He advised investments after listening to my financial requirements and attitude towards risk

Have you seen the outcome you were hoping for?

Yes to a degree as I understand that investments can you up and down.

What could they have done better?

Nothing that I am aware of

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

Retiring and returning to the UK after working abroad for a number of years there was a need to invest and generate income from our savings.

How has Robert Pryjmachuk helped you?

Robert and his team spent time to understand our needs in terms of investment performance, combined with our attitude to risk, and then provided recommendations for a balanced distribution of assets to achieve those aims whilst protecting against market volatility. We were happy to accept those recommendations. They also "went the extra mile" in sorting out some poor investments made by a previous expatriate financial adviser. Since then Chamberlain have kept us regularly informed of investment performance, looking ahead and recommending rebalancing where necessary. The team are always accessible and helpful.

Have you seen the outcome you were hoping for?

Definitely. Our aim was, and is, steady growth rather than the pursuit of short term gain. Robert and his team are always mindful of this when making recommendations.

What could they have done better?

Nothing. I cannot recommend them highly enough.

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

My Pension.

How has Robert Pryjmachuk helped you?

He arranged for my pensions to be transferred in to my own personal plan.

Have you seen the outcome you were hoping for?

There has been a slight decrease in my portfolio value, but Robert has given my the confidence that over time my investment will deliver the desired outcome.

What could they have done better?

I am very happy with his approach. The investment strategy is medium to low risk so my pot is protected from large shifts in the markets and is spread across the main areas of investment. The idea is to see my portfolio grow steady. Through him I understand that there will always be slight movements up and down but I have to see the end plan not just what happened this week.

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

Moving my pension pot

How has Robert Pryjmachuk helped you?

Good advice easy transaction lots of informed information

Have you seen the outcome you were hoping for?

Slowly

What could they have done better?

Nothing

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

Option of pension transfer at age 55.

How has Robert Pryjmachuk helped you?

Obtained relevant information, provided appropriate guidance and recommendation on transfer and subsequently on investment.

Have you seen the outcome you were hoping for?

So far yes.

What could they have done better?

Nothing really. I appreciate the job done so far and the support provided by Robert's team.

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

I had decided to take early retirement and needed advise on pension transfer values and prospective incomes

How has Robert Pryjmachuk helped you?

Robert provided advice and tailored an investment strategy to meet my future income requirements he provided reports and handled the final transfer value from my pension provider

Have you seen the outcome you were hoping for?

The outcomes so far have been in line with the report projections that were provided

What could they have done better?

Not much more really, We are kept up to date and advise is always given in a down to earth way (no jargon) which is appreciated

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

Because I did not have a financial advisor

How has Robert Pryjmachuk helped you?

He organised my pensions and investments

Have you seen the outcome you were hoping for?

You would always like more

What could they have done better?

More personal contact

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

Had funds to invest.

How has Robert Pryjmachuk helped you?

Robert provides a personal and professional service. He discusses pros and cons of various investments and thinks outside the box. Proactive and open minded.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

In reality very little.

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

Needed help with my pension options and advice on investments

How has Robert Pryjmachuk helped you?

After listening to my attitude to risk guided me to the right options

Have you seen the outcome you were hoping for?

Definitely yes

What could they have done better?

I find it very difficult to suggest anything that he could have done better I don’t very often rate people or firms 100% but Robert and his excellent team get it

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

I wanted to start planning for the future and more importantly I wanted my money to work for me

How has Robert Pryjmachuk helped you?

Through a colleague who was happy with their return on investments

Have you seen the outcome you were hoping for?

Yes, we keep moving in an upward trend

What could they have done better?

Nothing really, Robert / the team have been available throughout the years and always willing to provide knowledgeable advice inline with what my requirements are

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

My parents share of the house was left to my judgment for investment either to a property or shares.

How has Robert Pryjmachuk helped you?

He put my investment together with a current share market advisor.

Have you seen the outcome you were hoping for?

The outcome has been good over these troubled years with a steady yield, perhaps it could have been better.

What could they have done better?

He has been very conservative at times which is not a bad thing, but fortunes favour the brave and occasionally he could have had a more adventurous with his approach.

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

Money in the bank depreciating.

How has Robert Pryjmachuk helped you?

Set up an investment Isa for me to help grow my money

Have you seen the outcome you were hoping for?

Yes, the market fluctuates but with the right financial planning such as that provided to me I feel in a good position.

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

Releasing g pension pot.

How has Robert Pryjmachuk helped you?

Understanding my unusual circumstances.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing really

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

A review of the pension scheme.

How has Robert Pryjmachuk helped you?

Rationalised the investments within the SASS.

Have you seen the outcome you were hoping for?

Yes.

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

Changes in pensions regulations and allowances.

How has Robert Pryjmachuk helped you?

Liaised with my occupational pension provider, assessed options available to me, provided guidance and recommendations on the best course of action and now providing investment advice and administration.

Have you seen the outcome you were hoping for?

It is early days but initial signs are encouraging.

What could they have done better?

I occasionally had to make sure that I was keeping up with Robert's undoubtedly superior subject knowledge.

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

Retirement.

How has Robert Pryjmachuk helped you?

With sound advice.

Have you seen the outcome you were hoping for?

I have now retired things are progressing well.

What could they have done better?

Nothing

How has Robert Pryjmachuk helped you?

Robert is very knowledgeable about the industry and has the ability to understand his clients needs, requirements and attitude to risk.

What could they have done better?

No suggestions

Please provide a brief comment about your experience with Robert

Very relaxed and sufficiently detailed conversation about options for my financial future.

How has Robert Pryjmachuk helped you?

Keeps investments up with inflation ( at least)

What could they have done better?

Pay me for my investment ideas lol

How has Robert Pryjmachuk helped you?

At last and after many pitfalls we have an advisor who is looking after my interests and not their own. Robert has offered excellent advice and now manages my pension and savings. Communication all through the company is excellent. We really feel that we are being cared for and looked after.

What could they have done better?

Apart from doubling the output of my savings I cannot think of anything that they Could do better.

How has Robert Pryjmachuk helped you?

My adviser's strengths are as follows: 1. Understands my financial expectations and policy towards risk and continues to apply the standard consistently without any pressure to change my views. 2. I have regular reviews on my portfolio and proactively receive information on new financial opportunities that reflect my risk levels, and details of changes in financial and tax legislation via a monthly newsletter. 3. Is always available to respond to requests for information and to discuss any points I may have regarding my investments - I am usually able to talk to Robert the same day as I make a request. 4. The office staff are very professional and respond quickly and thoroughly to any administrative tasks that need to be completed. 5. Finally, and most importantly, Robert has been very successful at developing my portfolio and I have had no hesitation in recommending his services to other close family members.

What could they have done better?

It is very difficult to find fault with the service provided by Robert - both him and his team work really hard at delivering a quality and value-added service. I am genuinely struggling to make a suggestion of how he could do things better.

How has Robert Pryjmachuk helped you?

To me the investment world is a minefield and I would be very hesitant to go it alone. From the first moment I met Robert Pryjmachuk, he totally understood my situation and advised accordingly. He was not 'pushy' in any way and explained things clearly. He was recommended to me and I wouldn't hesitate to recommend him to others. He is friendly and easy to talk to, but is also a true professional.

What could they have done better?

Cannot think of a single thing. The whole team are brilliant. If you have a query they are usually able to provide an answer immediately. If not they get back to you very quickly. Cannot fault them.

How has Robert Pryjmachuk helped you?

Robert is able to communicate well and simplify wealth management - His strategy and philosophy for financial planning is based on good common sense together with strong financial knowledge - The advise provided by Robert also takes into consideration your personal preferences and age and he will always let you know if he does not agree with a direction you would like to follow.

What could they have done better?

Robert is generally conservative in his approach to financial planning and sometimes perhaps more information on the high risk strategy could be of interest

How has Robert Pryjmachuk helped you?

They always keep me up to date regularly with developments on my portfolio. I find the quarterly review very informative.

What could they have done better?

Totally happy with the service.

How has Robert Pryjmachuk helped you?

Intelligent but down-to-earth advice from Robert and, most important, friendly efficient service from all of the admin staff who really know their stuff. Dave Lower Gornal

How has Robert Pryjmachuk helped you?

Robert and his staff communicate regularly and clearly. Questions are answered promptly and advise is thought out and delivered very professionaly. Robert listens well and offers extremely relevent and helpfull input prior to any financial decisions being taken . Always approachable

What could they have done better?

Difficult to identify any improvement in service.

How has Robert Pryjmachuk helped you?

we have been very pleased with everything robert has done ,we accept all the advice he offers and it has worked very well for us, he has been looking after our finances and investments for a number of years and we are happy for him to continue.

How has Robert Pryjmachuk helped you?

Robert spends a great deal of time understanding your requirements and helping you come to the right decision on investments. His team provide really good updates that are clear and highlight the progress of our investments.

What could they have done better?

Sometimes expects us to have a greater understanding of the markets than we do.

How has Robert Pryjmachuk helped you?

I would wholly recommend Robert. He and his team work collaboratively and fully understand the concept of 'Customer Care' - it is a pleasure to be able to recommend him.

How has Robert Pryjmachuk helped you?

Very good communication from all staff. Easy access to sort out minor queries. The general approach to investments, by spreading the risk makes a lot of sense to me.

How has Robert Pryjmachuk helped you?

I have known CWM (Robert Pryjmachuk) for several years. I have found both Robert and the team at CWM to be most helpful and professional. They have never forced a finactial decision on us but work with us to achieve common goals.

What could they have done better?

We have a frank and open financial relationship and negotiate outcomes that satisfy supplier/customer requirement.