Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 1 )
Pensions ( 43 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 35 )
Investments and Savings ( 62 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 43 )
Long Term Care ( 15 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 27 )
Financial Mentoring ( 10 )
Financial Coaching ( 4 )
( 2 )
Reviewers' assets
£500k+ ( 25 )
£200k - £500k ( 2 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
( 11 )
Review
by a verified client in Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension Planning
How has Robert Morse helped you?
advised on options around financial planning , pensions and savings to support our future and achieve our goals around retirement
Have you seen the outcome you were hoping for?
Yes
Robert:
Dear Jo and Owen Alex and I really appreciate you taking the time to provide a review of our service. We will do our best to continue supporting you so as to provide the high levels of service and advice that you deserve. Thank you for referring us to others, that is also very much appreciated and not something that we take for granted. We would be delighted to see if we can help others, so please do feel free to suggest us again. Many thanks Robert and AlexReview
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was recommended to Robert from my accountant some years ago and I am happy to say that my wife and I are more than satisfied with the results.
How has Robert Morse helped you?
Robert always visits me when he is in London and spend time explaining whatever he has recommended.
Have you seen the outcome you were hoping for?
Pretty much.
What could they have done better?
I do not think that they could do better as I was not interested in taking a bigger chance.
Robert:
Dear Barry Abby and I really appreciate you taking the time to provide a review of our service. We will do our best to continue supporting you so as to provide the high levels of service and advice that you deserve. I noted that you would be an advocate for our services which is very much appreciated and not something that we take for granted. We would be delighted to see if we can help others, so please do feel free to suggest us in future. Many thanks Robert and AbbyReview
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were unhappy with our last adviser
How has Robert Morse helped you?
By being kind, patient, knowledgeable and clear.
Have you seen the outcome you were hoping for?
We are getting there!
What could they have done better?
Maybe a little more on the update front. However that is all on the website. Time is not always on my side.
Review
by a verified client in Staffordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions
How has Robert Morse helped you?
Gone above and beyond in insuring we get the best advice and return for our investments.
Have you seen the outcome you were hoping for?
We are extremely satisfied with the outcomes
What could they have done better?
I honestly don’t believe anything could have been done any better.
Review
by a verified client in Lancashire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment advice needed
How has Robert Morse helped you?
His advice has been invaluableyes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
There is always room for improvement !