Reviewed for
Insurance and Protection ( 1 )
Pensions ( 15 )
Retirement income (annuities, drawdown) ( 13 )
Investments and Savings ( 33 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 10 )
Long Term Care ( 1 )
Financial Planning ( 29 )
Financial Mentoring ( 6 )
Financial Coaching ( 3 )
( 7 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 9 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in East Sussex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Compensation and Inheritance
How has Roger Waters helped you?
Roger has provided great service for over a decade and helped me earn a profit on my funds
Have you seen the outcome you were hoping for?
Yes. The advice given by Roger has paid off tremendously
What could they have done better?
I can’t think of anything that Roger could have done better
Roger:
Thank you, Liam, for taking the time to leave such a thoughtful review and for your loyalty over the years. It’s been a privilege to work with you and to support you through significant moments such as navigating compensation and inheritance matters. I'm delighted to hear that the advice and strategies we've put in place have helped you achieve the outcomes you were hoping for and make a profit on your funds. Your confidence in our work together and your kind words about the service provided mean a great deal. I appreciate your openness in discussing developments in your life during our meetings—these conversations play an essential role in ensuring your financial plan stays aligned with your goals. If there’s ever anything else you’d like to discuss, or if someone in your network is looking for advice, please don’t hesitate to let me know. I look forward to continuing to support you on your financial journey.Review
by a verified client in Sussex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
consolidation of pensions .
How has Roger Waters helped you?
yes he has . I have a SIPP and ISA With Roger
Have you seen the outcome you were hoping for?
Overall the investments have performed well .
What could they have done better?
Things can always be better but we live in an uncertain world .
Roger:
Dear David, Thank you for taking the time to leave such a thoughtful review of your experience. I’m pleased to hear that you’ve found value in the advice I’ve provided over the years, particularly with the consolidation of your pensions and the ongoing management of your investments. It’s great to know that your investments have performed well overall and that you feel confident you’re on track to achieve your goals. I truly appreciate your comments about the clarity of correspondence and the balanced communication we’ve had. It’s important to me that our discussions remain relevant and focus on your financial priorities while leaving space to consider broader developments in your life. If you’d like to explore ways to support your family in planning their financial future, I’d be happy to discuss options and strategies in more detail during our next meeting. In the meantime, I remain committed to providing you with clear advice and a proactive service. Thank you again for your feedback, and I look forward to continuing to work together. Best regards, Roger WatersReview
by a verified client in East Sussex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed assistance from someone with a sound financial background whom I could trust
How has Roger Waters helped you?
He has been my adviser for many years and never let me down
Have you seen the outcome you were hoping for?
Yes absolutely
What could they have done better?
Nothing in my opinion
Roger:
Dear Pamela, Thank you for taking the time to leave such a thoughtful review and for your trust over the many years we’ve worked together. I am so pleased to hear that you feel confident in the advice and support I provide, particularly in areas like investments, savings, financial planning, and inheritance planning. Your kind words about our regular communication and the clarity of our correspondence mean a great deal. Building a relationship where you feel comfortable discussing both financial matters and personal challenges is something I truly value. It’s heartening to know that you feel on track to achieve your goals and have seen the outcomes you were hoping for. As always, I’m here to assist not only with your financial needs but also to help others in your family prepare for their future. Please don’t hesitate to reach out whenever you have questions or would like to discuss family planning further. Thank you again for your continued trust and for considering recommending my services to others. It’s a privilege to support you. Warm regards, Roger WatersReview
by a verified client in East Sussex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment of a lump sum and pension planning
How has Roger Waters helped you?
Yes very much so. We're are fed could not have done what we wanted to without his invaluable advice.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Roger:
Dear David, Thank you so much for your thoughtful and detailed review. It’s been a pleasure working with you, helping with both your lump sum investment and pension planning. I’m delighted to hear that you feel the advice has been invaluable and that it’s allowed you to achieve your goals. It’s especially rewarding to know you’re confident in being on track for the future and that you find our conversations clear and effective. Knowing you would passionately recommend my services means a great deal, and I’m grateful for your trust and support over the years. Should you or your family have any questions or need further assistance, I’m always here to help. Your confidence and satisfaction remain my top priorities. Thank you again for taking the time to share your experience. Best regards, Roger WatersReview
by a verified client in Worcestershire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed some advice on our finances, and Roger had been very helpful to other family members in the past.
How has Roger Waters helped you?
He has helped us manage our savings, and given exceptional advice on a number of matters, including inheritance.
Have you seen the outcome you were hoping for?
Yes, we are entirely satisfied with the help and advice we have been given.
What could they have done better?
Nothing.
Roger:
Dear Richard, Thank you so much for taking the time to share your thoughtful review. It’s been a pleasure working with you over the years, and I’m delighted to know that you are entirely satisfied with the advice and support you’ve received. I’m particularly pleased to hear that you’ve found my guidance on savings and inheritance planning to be helpful. Providing tailored, clear advice that aligns with your financial goals is always my priority, so it’s gratifying to see that reflected in your feedback. I also appreciate your confidence in recommending my services to others, and I’m grateful for the trust you’ve placed in me. If there’s ever anything more I can do to support you or your family, don’t hesitate to let me know. Thank you again for your kind words, and I look forward to continuing to work with you. Best regards, Roger Waters