Robert Newton

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

Looking to retire early.

How has Robert Newton helped you?

Projected income/expenditure through to expected mortality providing peace of mind that we have sufficient funds throughout. Minimising tax liability as much as possible and ensuring our savings and investments grow as best as possible.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

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

mainly pension planning

How has Robert Newton helped you?

always available with advice and reassurance when needed

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

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

Inheritance

How has Robert Newton helped you?

Great financial and investment advice

Have you seen the outcome you were hoping for?

Yes

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

I needed assistance with a Pension Sharing Order and general financial advice regarding my future.

How has Robert Newton helped you?

Robert has been at the end of the phone when I have come across financial challenges and he has been able to expertly guide me through options, alongside keeping a close eye on my pension and investments returns.

Have you seen the outcome you were hoping for?

Yes, I am more than delighted with the service I receive from Robert.

What could they have done better?

I haven’t come across anything yet that I feel they could do better in.

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

I had not reviewed my financial position, particularly pension investments, over a number of years and my circumstances had changed, pushing me to need to review matters. I was not satisfied with my existing financial advice, which was why I had ignored my situation. I was recommended Rob by my parents, who are long-standing clients.

How has Robert Newton helped you?

Rob has provided tailored advice that suits my personal circumstances and I feel very comfortable that he has put my financial situation and investments into the best position for my outlook.

Have you seen the outcome you were hoping for?

Yes, Rob has helped me have the confidence to take sufficient risk to get excellent returns whilst also ensuring my portfolio is resilient.