Robert Brealey

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

Amongst my pension funds, I had a 'legacy' fund with safeguarded benefits. I wanted to use this fund to provide my base pension income alongside my State Pension. I was seeking guidance on the most tax efficient way to access the fund. Separately I also wanted advice on investment options for my defined contribution funds that I did not intend to access.

How has Robert Brealey helped you?

Robert clarified my options for taking income from the fund via the schemes GMP, annuity and a protected lump sum. Robert confirmed the best available annuity rates for my circumstances and made the arrangements for the purchase of the annuity. He then provided a comprehensive report on the options for my defined contribution funds including recommendations.

Have you seen the outcome you were hoping for?

I am very satisfied with the outcome and the guidance and advice I was given by Robert and appreciated his prompt responses and advice in dealing with the scheme administrators for my legacy pension fund.

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

I was coming up towards retirement and looking for financial advice.

How has Robert Brealey helped you?

Advised on the options a available to me. Set up CRA with Tatton under Quilter platform.

Have you seen the outcome you were hoping for?

Yes

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

We were moving abroad and needed to arrange our finances and pensions in a way that was both tax effective for our new country and yet flexible to allow us to return to the UK.

How has Robert Brealey helped you?

During our time abroad, Robert managed my SIPP, providing annual reports and advice. Robert's cautious and expert approach allowed me to benefit from significant investment growth, while minimising downside risks. Robert has subsequently handled the transfer of my wife's FSAVC to a SIPP.

Have you seen the outcome you were hoping for?

Yes. On our return my SIPP was available to underpin our other income streams.

What could they have done better?

Nothing. I am entirely happy with the service provided.

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

Generate income from my pensions

How has Robert Brealey helped you?

Went through my options to generate the best return for me.

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 needed help to manage my Pension funds and advice on suitable investments

How has Robert Brealey helped you?

It has been a huge comfort to know that Robert is always there at the end of the phone. He took the time to understand exactly what my situation was, and has consistently given excellent advice. I've been extremely happy with the performance of the funds he has recommended over the years, and I always feel I'm calling for a chat with a knowledgable friend rather than feeling intimidated.

Have you seen the outcome you were hoping for?

My investments have performed very well indeed, and Robert understands and caters for my concerns over ethical investment issues.

What could they have done better?

I really can't think of anything