Robert's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 28 )
Retirement income (annuities, drawdown) ( 29 )
Investments and Savings ( 37 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 20 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 34 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 19 )
£200k - £500k ( 7 )
( 1 )
Review
by a verified client in Kent
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
long term financial planning
How has Robert Payne helped you?
savings/ pensions/ investment
Have you seen the outcome you were hoping for?
yes - on track at the moment
What could they have done better?
Maybe more regular informal contact (particularly when the markets seem volatile) just to maintain the relationship. We have a full annual review with a few ad hoc discussions during the year, usually which I initiate . Robert is always quick to respond to any queries which is appreciated
Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Robert has been advising me for years
How has Robert Payne helped you?
All financial matters
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Had a crystal ball for the future!
Review
by a verified client in Kent
a month ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
I required specialist financial advice in order to efficiently manage my pension
How has Robert Payne helped you?
Robert’s advice has been consistently first class throughout the time he has been my financial adviser.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
As stated above, Robert’s advice has been consistently first class throughout the time he has been my financial adviser. It is always clear and succinct. It could not have been any better.
Review
by a verified client in Norfolk
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had funds in my possession over 20 years ago which I wished to invest. I was not content with the advice I received and Robert became my Advisor. The financial world is one about which I knew very little. Quite quickly he became aware of my needs. He questioned me carefully to understand my position and level of ignorance. His approach involved more than just giving me options. His ability to get to know me while not invading my privacy certainly helped me to trust his judgement. He has always responded to my queries or needs immediately. He challenged me when he felt it necessary and we would arrive at a solution without unseemly discussion.
How has Robert Payne helped you?
He has helped me to discover and have a better understanding of the financial world where investments are concerned. And the attention he gives to my queries is excellent when the funds I have are not that large. His reviews are expressed at a level which is genuinely helpful and thoroughly professional. In total, he has enabled me to have an understanding of a world in which I had considerable gaps.
Have you seen the outcome you were hoping for?
Yes in a number of different ways. He has been particularly helpful in making contact with me when he feels the need rather than just waiting for the next time I contact with him.
What could they have done better?
Entirely satisfied and grateful.
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Divorce/having to look after my affairs
How has Robert Payne helped you?
He has advised, organised, responded to my concerns.
Have you seen the outcome you were hoping for?
Outcome has been ok and good as it can be in view of my orofile
What could they have done better?
?