Rob Tiffin

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

I wanted to find someone I trusted and who was a decent amount younger than me to help me grow my savings, investments and pensions in a tax efficient way. Logic for seeking a younger advisor is that they’d be working after I retired.

How has Rob Tiffin helped you?

Developed an investment strategy that has outperformed expectations growing year on year above 5%.

Have you seen the outcome you were hoping for?

The outcomes in terms of growth have exceeded my expectations. As I move closer to retirement I am confident I can maintain a high standard of living.

What could they have done better?

Nothing - excelled at every level.

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

A change in salary brought about a need to better understand how to manage my finances effectively.

How has Rob Tiffin helped you?

Provided expert counsel, guidance and practical support with the setup of a financial management platform that allows me to easily control my investments and pensions.

Have you seen the outcome you were hoping for?

Absolutely, I now have full confidence that I'm getting the most out of my personal financial situation.

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

Better planning for the future and to ensure I was still able to access my 30 hours childcare by adjusting my annual net income below £100k.

How has Rob Tiffin helped you?

He has provided timely advice and support. He is always on hand to answer questions and has helped me understand all options available to me in order to achieve my objectives.

Have you seen the outcome you were hoping for?

Yes, I am very happy with the support and what it has allowed me to achieve.

What could they have done better?

Nothing comes to mind.

Please provide a brief comment about your experience with Rob

Rob was very helpful and knowledgeable when I spoke to him regarding setting up a private pension.

Please provide a brief comment about your experience with Rob

Rob, has been an invaluable guide in helping our family understand and plan our future financial goals. His expert advice and unwavering dedication have provided us with a clear financial roadmap. Rob takes the time to explain complex financial concepts in an easy-to-understand manner, ensuring we are informed and confident in our decisions. His personalised approach and proactive monitoring of our financial plan have given us peace of mind, knowing our future is in capable hands. Rob's support has been instrumental in shaping our financial strategy and setting a suitable plan for achieving our long-term objectives.