Rob Simpson

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

Upon retirement, I had couple of pensions to consolidate and due to a change in our circumstances, both my husband and I needed to review our finances. I was confused and overwhelmed by the vast amount of information available regarding pensions and investment options and decided to seek professional advice.

How has Rob Simpson helped you?

This is where Rob Simpson came to the rescue….he listened to our concerns, explained our options in simple terms which helped us to then make our own decisions. Initially, I had been reluctant to contact a financial adviser but Rob was very patient and we did not feel pressured in any way.

Have you seen the outcome you were hoping for?

Now that Rob is managing our investments we no longer have the stress and worry of trying to sort it out for ourselves and Rob is only a phone call away should we have any questions or concerns.

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

Pension drawdown and financial advice

How has Rob Simpson helped you?

Rob has organised a pension drawplan and provided other financial saving advice

Have you seen the outcome you were hoping for?

Yes absolutely

What could they have done better?

Nothing

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

My husband was the one who initially wanted to speak to an adviser I then had a chat when Rob came to adicxse my husband

How has Rob Simpson helped you?

Rob as helped me tremendously advise and listening to what I had to say.

Have you seen the outcome you were hoping for?

Yes everything I had asked for was completed by Rob always a phone call away if needed

What could they have done better?

Nothing really. It takes time to set everything up and again always a phone call away if I needed anything

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

We were looking for advice on starting a new pension for myself

How has Rob Simpson helped you?

He gave us all the information on pensions that would best suit my needs

Have you seen the outcome you were hoping for?

Yes he has explained fully all that we need to do to get the best from the many pensions on offer

What could they have done better?

Nothing helped in everything we asked about

Please provide a brief comment about your experience with Rob

Rob has given me good advise and available options with my investment. He has explained al the jargon in a way i can understand. I have been kept up to date at each stage of the process.