Reinaldo's reviews
Reviewed for
Insurance and Protection ( 24 )
Mortgages ( 25 )
Pensions ( 34 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 10 )
Auto Enrolment ( 1 )
Investments and Savings ( 44 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 14 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 5 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 6 )
£100k - £200k ( 6 )
£50k - 100k ( 2 )
Up to £50k ( 6 )
First impression
by a VouchedFor user
3 years ago
Overall
Please provide a brief comment about your experience with Reinaldo
I was never contacted by Reinaldo.
Review
by a verified client in London
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Maximise savings and planning for the future
How has Reinaldo Soto-Rosa helped you?
With valuable advice and constant review of my investments, including how to maximise
Have you seen the outcome you were hoping for?
yes
Review
by a verified client in London
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To help plan my spending and saving
How has Reinaldo Soto-Rosa helped you?
Pension planning, investing and savings.
Have you seen the outcome you were hoping for?
Y
Review
by a verified client in London
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed someone who would have the time to look independently into the best options for various financial planning matters including mortegage, pensions, healthcare and investments.
How has Reinaldo Soto-Rosa helped you?
He is able to gather the best specialists from SJP to advise on specific items while provides the overview on the account.
Have you seen the outcome you were hoping for?
Yes, indeed. Over the past decade Reinaldo and SJP have been my exclusive financial advisor.
What could they have done better?
Nothing I can think of.
Review
by a verified client in London
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband and I had a variety of savings, pensions, and a mortgage, and we were not financially “savvy”. A friend who at that time worked for St James Place recommended Reinaldo’s colleague who now liaises with Reinaldo.
How has Reinaldo Soto-Rosa helped you?
Advice on pensions and choices regarding lump sums and taking annual pensions, types of savings and investments (taking account of risks and what level we are comfortable with), keeping an eye on tax, inheritance planning and planning for old age, and withdrawal of funds for specific purposes. Reinaldo has always responded to queries promptly, explains the context comprehensively and is very personable in meetings.
Have you seen the outcome you were hoping for?
Yes. The investments have performed well, and management of our finances appears sound.
What could they have done better?
I cannot think of anything!