Rob's reviews
Reviewed for
Insurance and Protection ( 37 )
Mortgages ( 65 )
Pensions ( 19 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 2 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 12 )
Financial Mentoring ( 5 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 7 )
£100k - £200k ( 8 )
Up to £50k ( 25 )
£50k - 100k ( 6 )
Review
by a verified client in Kent
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To find some one local to give us advice on my pension.
How has Rob Winter helped you?
By having face to face consultations. He used easy understandable language that we both, my wife and I could understand and follow
Have you seen the outcome you were hoping for?
Yes. We are very satisfied with the out come
What could they have done better?
In our opinion Rob could not have done anything more.
Review
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 trying to figure out whether I should be combining my different pension schemes or if it would be best to keep everything where it is.
How has Rob Winter helped you?
Rob was super fast at getting in touch with me and arranging a call to have an initial chat. He then continued to collect the information needed and called me back with his recommendation. It was very fast and easy to understand.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, I was very pleased with Rob’s service.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Rob
Excellent service
Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
So initial advice and guidance
How has Rob Winter helped you?
Rob provided me with really useful information on savings accounts, pensions and investing.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing that I can think of
Review
by a verified client in Surrey
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To buy a house
How has Rob Winter helped you?
He guided me all the way through the process
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
He has done everything possible to make the process quicker and efficient.