Kevin Robins

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

I had an old frozen pension and as I was approaching retirement age in about 5 years, I needed to know how best to utilise it, based on the fact that I also wanted access to start up my own business.

How has Kevin Robins helped you?

Kevin worked through the options that would best suit my situation and requirements. Once the appropriate course of action was established, he made the process very straightforward, especially considering the pension firm I was transferring from didn't have much of a sense of urgency.

Have you seen the outcome you were hoping for?

I have. I was able to utilise a tax free some to invest in the business and still have a significant amount of savings.

What could they have done better?

I can't think of anything that Kevin could have done better.

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

Legally I had to contact a financial advisor in order to move my pension

How has Kevin Robins helped you?

Very good financial advice and walked me through every step until I was sure what was happening.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing really as everything was explained in great detail.

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

Review of old pension funds

How has Kevin Robins helped you?

Advised and moved my pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really.

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

Pensions advice

How has Kevin Robins helped you?

Kevin assisted with the transfer of my D.B. pension.

Have you seen the outcome you were hoping for?

Satisfied with the investment choices that Kevin recommended.

What could they have done better?

Nothing.

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

For investment purposes

How has Kevin Robins helped you?

He provided financial advice based on my risk appetite.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A